Install and configure the Salesforce app Integrate with Salesforce. You’ll find the Salesforce app in the Intercom app store. Click ‘Install now. … Optional: Install and test the app in a Sandbox environment. If you’d like, you can safely test the integration first. … Mapping leads, users and their attributes. Mapping is how we match … Read more
Install and configure the Salesforce app Integrate with Salesforce. You’ll find the Salesforce app in the Intercom app store. Click ‘Install now. … Optional: Install and test the app in a Sandbox environment. If you’d like, you can safely test the integration first. … Mapping leads, users and their attributes. Mapping is how we match … Read more
What is a set in Salesforce? A set is an unordered collection of elements that do not contain any duplicates. Set elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. This table represents a set of strings that uses city names: Sets can contain collections that can be … Read more
Add the indicatorList Component to the Lightning Record Page. Enter the Settings for the Lightning Card: Title – Not Required, but looks best if it is defined Icon – Not Required, but looks best if it is defined – the icon name from SLDS Icons or default icons such as standard:account, standard:opportunity Indicator Badge All … Read more
To add a history related list, just drag and drop it into the page layout using the standard editor: Once you’ve saved the page layout, you’ll see the history related list show up on the record detail page: That’s all there is to it! Add related history lists to any object where you’re tracking history. … Read more
How To Apply In–App Guidance In The Salesforce Org? First Go to Setup, In the Quick Find Box Search –> In-App Guidance Click on In–App Guidance under User Engagement, and the page below will open on your screen. Click the Add button on the bottom to create a new prompt. How To Apply In-App Guidance … Read more
Install the Graphics Pack. Using the following link, install the Graphics Pack from Salesforce Labs. This will give you access to pages and pages of icons. Create a public folder to hold your image files. Click the Documents tab. Click Create New Folder. Enter the folder name (for example, “Public Images”). Upload your image file … Read more
Add Images to Email Templates in Salesforce Classic Add an image to the Documents tab. On the Documents home page, open the image by clicking its name. Right-click the image and get its reusable URL address. … Open your custom HTML or Visualforce template. More items… Using Image Tags Add an image to the Documents … Read more
Add Image to Salesforce Template: From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic… Select the template you want to add the image to and click the Edit HTML Version Paste the Image URL address into the template. Here is an example … Read more
To allow standard users to upload content in Experience Builder, make sure they are members of the Asset Library. From Experience Builder, open the Theme panel and select Images. Click an image icon (1) to open the unified file selector. … Select an existing file or click Upload Image to add a new one. How … Read more