On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. From the Share With dropdown, select who you want to share with. More … Sharing Content with Other Users Navigate to the Reports tab. Select All Folders listed on the left-hand side. … … Read more
Where does the address validation take place in Salesforce? The most important thing to remember is that address validation does not take place within Salesforce itself, but rather in a remote service. Address databases are huge, specialized and require a lot of software around them and run as cloud-based services with their own computing resources, … Read more
For Custom Fiscal Year: Select Custom Fiscal Year. Choose the Enable Fiscal Years option, then hit OK. Go back to Setup, click on Company Profile, and choose Fiscal Year. Hit New to open the Custom Fiscal Year dialog box. Choose from the available templates depending on the company’s fiscal year needs. Full Answer How to … Read more
Create a roadmap for your customer service goals. Salesforce CEO Marc Benioff created a way to plan organizational goals back when he started the company. Understand the impact of clear customer service goals. By documenting customer service goals, the entire customer service team stays focused. … Identify effective customer service goals. Customer service is all … Read more
If you wish to send emails to Person Accounts, you have to create a list view on the contact object. 1. Firstly create your desired list view, and direct yourself to the actions top left of the panel where you can see the “New” button. By clicking on the drop-down arrow, the List Email button … Read more
How to send email from salesforce, follow these steps: – Create a custom email template – Send the template to your target audience – Configure your notification settings to receive the reply – Send the notification! To send mass emails to users, click Your Name, Setup, Manage Users, Mass Email Users. Select a list view … Read more
How to Send Mass Email in Salesforce First, you must choose the type of recipients to whom you would like to send mass email in Salesforce. Select a way to view each list of recipients and click “Go!” The default setting features all of your recipients selected. … Click “Next”. Choose from the available templates. … Read more
The ultimate industry code search tool for Salesforce leads and accounts Quickly and easily search for NAICS / SIC / ISIC, select one and then watch as the industry auto-completes. Attach multiple industries to your accounts & leads, and prioritize accordingly with a couple of clicks. 0:02 2:03 NAICS Code – Salesforce Lightning Lookup – … Read more
Select the running user from Select Email report option to which an email will be sent when a report is scheduled. Select the frequency to which the report to be run. Enter starting date and Ending date. Select preferred time. Select the option as Save the report modifications with this schedule. Finally Save report schedule. … Read more
According to Pardot’s official Twitter account, their brand is pronounced Par-DOT, with the T pronounced. This is because Pardot is derived from a Latvian verb meaning to market or to sell. How do I connect Salesforce to Pardot? One of the first things that you will need to do to connect Salesforce to Pardot is … Read more