How to use Salesforce criteria based sharing rules? SharingRules Declarative Metadata File Suffix and Directory Location. In API version 33.0 and later, components are stored in the sharingRules folder and their file name matches the object name with the … Version. … Special Access Rules. … Fields. … SharingCriteriaRule. … SharingGuestRule. … SharingOwnerRule. … SharingTerritoryRule. … Read more
From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name (10 characters or fewer) and description for the sandbox. … Select the type of sandbox you want. … Select the data to include in your Partial Copy or Full sandbox. More items… How do I create a … Read more
Just go to trailhead.salesforce.com and click Sign Up at the top right of the screen. Then click ‘Create a Salesforce Account’ (ignore the ‘Sign up with Salesforce’ unless you really want to use your existing Salesforce account). You’ll then get a sign-up form to create a ‘developer account.May 31, 2017 How do I get a … Read more
Log in to Salesforce Help . Click Contact Support. Click Create a Case on the “Create a Case” tile. Select an “Inquiry Type” from options available to you: Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds, Admin Assist, etc. … Fill in the required Case fields. Add any Case Collaborators … Read more
How do I create a custom email template in Salesforce? Required Editions and User PermissionsDo one of the following: … Click New Template.Choose Custom (without using Classic Letterhead) and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email … Read more
How to Create Salesforce Application Log into https://salesforce.com/ using the valid credentials. The Setup option can be found in the top right corner, and we must click on it to get the build options. By navigating to Build -> Create –> Apps, we can get existing apps and make new ones. When you select the … Read more
Follow these steps to add a new account: Enter the name of the account that you want to create in the Global Search field at the top of any page, and then click the Search button. … If you don’t get any results, select Account from the Create New drop-down list on the sidebar. … … Read more
Create a Sales Process Click the setup gear and select Setup. Enter Sales Processes in the Quick Find box, then select Sales Processes. Click New and enter these values: Field Value Existing Sales Process Master Sales Process Name B2B Sales Process Description Process for logging sales data for B2B opportunities Click Save. More items… How … Read more
How to Set up a Sales Process in Salesforce From Setup, click Customize -> Opportunities -> Sales Processes. Click New. Create a Master process if this is your organization’s first process. Name your sales process something descriptive and unique (ex. … Add an optional description and click Save. More items… How do you create a … Read more
For Salesforce Classic: Click on Setup. Expand the “Manage Users” by clicking the arrow beside it. Under Manage Users, click on “Roles” Click on “Set Up Roles” Click “Expand All” Under the Role you prefer, click on “Add Role” Fill up the Label, Role Name and select a Parent Role which this Role will report. … Read more