First, you need to go to Setup option, App Setup, Customizes, Tag, and Tag Settings. This option allows you to change some settings for your tags. … Once you enable these Tags, you can also manage the Page Layouts that you want. … After you add Tags to your Page Layout, you should be able … Read more
Reopening a Closed Case in Salesforce Introduction. I’ve implemented and been associated with a few Salesforce Org’s that treat dealing with reopening closed… Do nothing. As the title describes you can simply do nothing. For one reason or the other it might be too complicated to… Open a new case. So another simple solution that … Read more
How do I navigate to community builder in Salesforce? In Experience Builder, open the Pages menu on the top toolbar. Click New Page at the bottom of the Pages menu. Select the page type: Click Create. To open a standard page, select it. Add and configure page components. To access Experience Builder: From the global … Read more
Open one of the duplicate leads. Click Find Duplicates. Select the duplicate leads you want to merge. Click Merge Leads. Select a Master Record. Salesforce will pick the record that contains the most information as the “master record” to keep. You can select any record to be the master record. Select the fields you want … Read more
The Complete Guide to Salesforce User Management Best practices for user management. Assigning the right profiles, roles, and data access means you will have more… Create Logins. The most basic aspect of user management is creating the usernames and login accounts for your users. Assign accurate profiles to grant object access. Profiles determine which objects … Read more
Create a Custom List View in Salesforce Classic Click Create New View at the top of any list page or in the Views section of any tab home page. … Enter the view name. … Enter a unique view name. … Specify your filter criteria. … Select the fields you want to display on the … Read more
You can also login from production, by going to Setup>Deploy>Sandboxes and clicking login link available there! In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary … Read more
Scroll down to the Activity History related list and click the Log a Call button. Fill out or modify any of the fields to log the call. If applicable, add another related task by filling out the fields below the Schedule Follow Up Task header. Select the Send Notification Email check box for the logged … Read more
Can I integrate Mailchimp with Salesforce? The MailChimp and Salesforce integration allows you to start creating email campaigns from the leads and contacts in your Salesforce CRM. With the integration, it’s fairly easy to create list segmentations in MailChimp with synchronized Salesforce lead and contact records. How do I map a field in Salesforce Mailchimp? … Read more
You can manage record–level access in the following ways. Organization–wide defaults specify the default level of access users have to each others’ records. You use organization–wide sharing settings to lock down your data to the most restrictive level, and then use the other sharing tools to selectively give access to other users. To specify record-level … Read more