Enter Knowledge in the Quick Find box under Setup and then select Knowledge Settings. If you’re new to Salesforce Knowledge, choose Yes and click Enable Salesforce Knowledge to enable it. To proceed, click OK. Click Edit on the Knowledge Settings page. Select Allow Lightning Knowledge to Work. Save the file. Required Editions and User Permissions. … Read more
In Salesforce, from Setup, enter Debug Mode in the Quick Find box, then select Debug Mode Users. … In the user list, locate any users who need debug mode enabled. If necessary, use the standard list view controls to filter your org’s users. Enable the selection checkbox next to users for whom you want to … Read more
How to Enable Customer Portal From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings. Click Edit. Select Enable Customer Portal. Click Save. Continue setting up the portal. View of Customer Portal after Enable. Click Edit. More items… • Nov 28, 2016 How do I enable a portal user? … Read more
In the Quick Find box, type packages. Click Installed Packages. For the Salesforce CPQ package, click Configure. Click the Additional Settings tab. Check Enable Product Option Drawer. Click Save. Configure Salesforce CPQ Package Settings From Setup, enter Installed Packages , and then select Installed Packages. Find the Salesforce CPQ package and click Configure. Navigate between … Read more
Enable Collaborative Forecasting Have a System Administrator log a Case with Salesforce Support. An org permission named Forecasting 3 needs to be… Ensure you include all information relevant to the request. Support will review the request and action it as needed. You may receive a request from Support asking to verify additional details. More … … Read more
Steps to Enable API Access in Salesforce Lightning Experience (Enterprise, Unlimited, Developer, Performance Editions) by the Permission Set: 1. To enable the Salesforce API access, provide the following actions: log into your account and click on ‘Setup’ in the upper right corner. Enable API access in Salesforce by user profile. Click on Setup. Go to … Read more
Add Chart Button Greyed Out for Reports in Salesforce Essentials. Click to open the report you would like to add a chart to. Click Edit on the right side of the screen. Click Outline on the left side of the screen. Under the Groups section, click within the lookup field titled Group Rows. Select a … Read more
Step 1: In Salesforce, Enable Shared Activities Log in to Salesforce. Navigate to Setup, and then In Salesforce Lightning: in the Quick Find box, search for Activity Settings. Select the highlighted result. … On the Activity Settings page tnat appears, near the bottom, select the Allow Users to Relate Multiple Contacts to Tasks and Events … Read more
Go the individual’s contact record in Salesforce Go the the HTML Email Status section Click Send Email Click Select Template Select the template you just created Preview the email and send it Sending an Email to a Contact Go the individual’s contact record in Salesforce. Go the the HTML Email Status section. Click Send Email. … Read more
How to I edit the layout for a Related Record in a Lightning page? a.) From Setup, enter Object Manager in the Quick Find box, then click Object Manager. b.) Enter your Object in the Object Manager search box. c.) Click your Object to open the record and then click Page Layouts. Follow below link … Read more