Stage 1: Get started Select External Data > New Data Source > From Online Services > From Salesforce. Do one of the following: To import, select Import the source data into a new table in the current database. To link, select Link the data source by creating a linked table. Select OK. Full Answer How … Read more
Steps to Integrate Outlook and Salesforce Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button. Now Switch to Salesforce Classic. … Read more
How do I connect to a Postman in Salesforce? Authorize Your OrgBe sure you’re logged in to only one Trailhead Playground in your browser.In Postman, under Collections, Salesforce APIs should be selected.The Authorization tab should be open.Type should be OAuth 2.0.Click Get New Access Token.More items… How do I connect to Salesforce API? Connect to … Read more
For open Tasks, click on the Task icon to complete the task. For closed Tasks, click on the Check icon to set the status back to “Not Started”. The Task Table Lighting Component provides restricted functionality predefining the query to include Only Own, Only Open, Only Checklist and also restrict the height. You cannot close … Read more
Few Simple Steps to Compare Multiple Profiles in Salesforce Open the BOFC Home > Click “Compare Multiple Profiles (side by side)” It will open below screen for Managing actions on Multiple Profiles User can choose different actions on Compare/Export screen. … On clicking “Click to Initiate” button, it will display a small section on the … Read more
Expose the “Closed” status on the regular Case Page Layout using Support Settings Add the “Closed” status in the Support Process Because of the above two settings, users now have the ability to close the case without filling in the fields that were required at the time of closing the case … More items… To … Read more
Few Simple Steps to Clone Reports in Salesforce Open the BOFC Home > Click “Clone Reports” It will open below screen for BOFC Clone Reports User can clone the Reports from different type of source org: Can… Select the “Source Org” from where you want to clone the Report Select the “Source Folder” (from where … 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
Few Simple Steps to Clone Reports in Salesforce Open the BOFC Home > Click “Clone Reports” It will open below screen for BOFC Clone Reports User can clone the Reports from different type of source org: Can… Select the “Source Org” from where you want to clone the Report Select the “Source Folder” (from where … 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. How to Clone and Delete a Dashboard in Salesforce Open the dashboard you want to clone. Click Clone. Salesforce creates … Read more