Log in to DocuSign. Go to your profile icon on the upper-right of the page, click the dropdown arrow, and select My Preferences. Select Connected Apps. Select Connect for Salesforce, and then select Allow on the Allow Access page. DocuSign connects with your active Salesforce CPQ org. From the force.com apps drop-down list selects ‘DocuSign … Read more
Set Up SSO In Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings , then select Single Sign-On Settings, and then click Edit. To view the SAML SSO settings, select SAML Enabled . Save your changes. In SAML Single Sign-On Settings, click the appropriate button to create a configuration. More items… How … Read more
Configure Salesforce Identity Information for the Domain Start the Windows Azure Active Directory module of Windows PowerShell. Run the $cred=Get-Credential cmdlet, and provide the Windows Azure AD credentials of your Admin account. … Run the Connect-MsolService –Credential $cred cmdlet. … Provide the required parameter values. … More items… Explore the Salesforce Setup Menu If you’re … Read more
How To Use Email-to-Case In Salesforce Prerequisite. Configure the mailbox in Organization-wide Addresses. Enabling the feature. Go to Setup > Customize > Cases / Search for Email-to-Case in quick find box. Click on… Configuration. Click New button on Routing Address. Fill the relevant information and Save. As soon as you save, you… More … From … Read more
Click , and select Setup. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Turn on the Outlook integration. Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce. … Give your sales reps instructions to set up … Read more
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save. Enter a descriptive name for the new dashboard. Click Save or Save & Run. Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click … Read more
To clone an opportunity, go to the opportunity record that you want to clone and follow these steps: Click the Clone button at the top of the record. A new Opportunity Edit page appears, prefilled with all the data from the previous record. Modify the fields, as necessary. … When you’re done, click Save. … … Read more
Here are the steps to clone a user in Salesforce: Open up Clone This User. Search for the user you are cloning. Click on the user you are cloning. Enter the new user’s first name, last name, and email address. Optionally change the new user’s username, alias, and nickname. Click Clone! Oct 12, 2014 How … Read more
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save. Enter a descriptive name for the new dashboard. Click Save or Save & Run. Can you duplicate Dashboards? To duplicate all dashboards in a folder, just select the folder. The folder’s dashboards will be … Read more
How to Clone a Dashboard or Report in Salesforce Lighting Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options Select “Save As” option Enter the name of your new dashboard and the Folder you … Read more