Setting up your Groove account. 1. In any email thread, click the 3 dots on the right hand side. At the bottom, click Groove Add-in. 2. You should now see Groove open on the right hand side of your screen. Click Get Started, and sign in with your work email address. 3. Next, click Sign … Read more
How to create a text area data type field in Salesforce? Click the “Next” button in the field level security page. Next on the Add to layout page click the “Save & New” button. We successfully created a text area data type field in the Salesforce object. After clicking the “Save & New” button, we … Read more
How To Integrate Google Maps Into Your Salesforce Software. Step 1 – Go to setup → Develop → Pages Click “New” button for creating new pages. Step 2 – In Label, name box type “Google Map Integration”. Step 3 – In editor paste the following code: #map {. To enable your organization’s map and location … Read more
How To Integrate Google Maps Into Your Salesforce Software. Step 1 – Go to setup → Develop → Pages Click “New” button for creating new pages. Step 2 – In Label, name box type “Google Map Integration”. Step 3 – In editor paste the following code: <apex:pagestandardController=”lead”> <head>. <script type=”text/javascript” src=”https://maps.google. #map { font-family: Arial; … Read more
1. Open the Salesforce Setup menu, and type Installed Packages in the Quick Find search bar. 2. Select Installed Packages, find Salesforce Maps, and click Configure. 3. Select Advanced from the Navigation menu, and click the POI (Global) Search tab to open the Search Settings menu: Global Search Results Select the Global Search component. In … Read more
Here’s how you can use Global Actions in Salesforce: Click the down arrow in the top right corner of the Salesforce Lightning window. Select the relevant global action you’d like to create – in this case, we’ll select New Task. Different options may be available depending on what your admin has allowed. Add relevant information … Read more
Click the down arrow in the top right corner of the Salesforce Lightning window. Select the relevant global action you’d like to create – in this case, we’ll select New Task. Different options may be available depending on what your admin has allowed. Add relevant information such as the subject, due date, and related record. … Read more
Here’s how you can use Global Actions in Salesforce: Click the down arrow in the top right corner of the Salesforce Lightning window. Select the relevant global action you’d like to create – in this case, we’ll select New Task. Different options may be… Add relevant information such as the subject, due date, and related … Read more
How do I know which acknowledgments were successfully sent in Salesforce? Clicking the button also displays the following page so that you know which acknowledgments were successfully sent, and which were not. Salesforce changes the Acknowledgment Status to Acknowledged for successful acknowledgments and also sets the Acknowledgment Date to the current date. How to use … Read more
How do I know which acknowledgments were successfully sent in Salesforce? Clicking the button also displays the following page so that you know which acknowledgments were successfully sent, and which were not. Salesforce changes the Acknowledgment Status to Acknowledged for successful acknowledgments and also sets the Acknowledgment Date to the current date. How do I … Read more