Change the UI from Lightning Experience to Salesforce Classic Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic. More … Change the UI from Lightning Experience to Salesforce Classic Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic. Full Answer How … Read more
Set Up Your New Salesforce Org in 5 Steps Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner… Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone,… Step 3: Set Security Policies. … Read more
Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver. Optionally, enter your Manager. Set your preference for receiving approval request emails. This preference also affects whether you receive approval request notifications in Salesforce1. Full Answer How do I set up delegated approval in Salesforce? Enter Personal Information … Read more
How do I integrate Pardot with Salesforce Lightning? In Pardot, open Settings and click Edit. Scroll to Connected Campaigns. In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click to edit the Salesforce connector, and select the Campaigns tab. Select Enable Connected Campaigns and Engagement History. What are the best tools … Read more
To specify record-level security, set your organization-wide sharing settings, define a hierarchy, and create sharing rules. The first step in record-level security is to determine the organization-wide sharing settings for each object. How do I provide a record level of security in Salesforce? To define record level security in salesforce, first set your OWD (Org … Read more
To configure permissions on Custom Objects: Within Salesforce, click on Setup and then click on Manage Users Under the Manage Users tree click on Profiles Once the Profiles appear on the right, select which Profile you want to edit and click on the Edit link next to the corresponding profile Scroll down to the section … Read more
Setting a default Picklist value when creating a new Picklist Field Create a new field with the type of picklist On step 2, there is a checkbox that can be selected that will set the first value you enter as the default value Complete the rest of the steps to create the field To do … Read more
From Setup, enter Apex Classes in the Quick Find box, select Apex Classes, and then click Schedule Apex. Specify the name of a class that you want to schedule. Specify how often the Apex class is to run. For Weekly—specify one or more days of the week the job is to run (such as Monday … Read more
To run a batch job: System Administrator. Click , and select Setup. In the Quick Find box, search and select Flow. Click New Flow. Select Schedule-Triggered Flow, and click Next. Select the Freeform layout. Drag the Action element onto the canvas. Select the Process Closed Cases batch job. Name the action as Delete Closed Cases. … Read more
How do I run a query in Salesforce? Execute SOQL. Enter the SOQL query in the query editor pane at the bottom and then click the Execute button. SOQL History. The developer console remembers up to the last 10 SOQL queries ran. Inline Record Editing. Simply double click an editable field, change the data, and … Read more