Navigate to: Salesforce Classic: Setup | Build | Create | Global Actions | Global Actions | Click New Task… From Task Action, add the following 2 fields under the Predefined Field Values Field Name API Name Field Type… Once the Task is created from Outlook Publisher Actions, you will see the reminder is on. More … Read more
Here are the new steps: Log in to Salesforce Help . Click Contact Support. Click Create a Case on the “Create a Case” tile. Select an “Inquiry Type” from the options available to you: Technical Support for questions about Salesforce products,… Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds,… Click … Read more
How do I Create partner accounts in Salesforce CRM? Click Enable as Partner. In the confirmation dialog, select Enable As Partner. Repeat these steps for Express Logistics and Transport. Now that we’ve created partner accounts, we can convert their contacts to partner users. Partner users are Salesforce users with access to CRM objects, such as … Read more
Customize Data Category Visibility. Enter Default Data Category in the Quick Find box and select Default Data Category Visibility. Next to Solar Installation & Maintenance, click Edit. Under Category Group Visibility select All Categories. Click Save. Repeat steps 2–4 for Support Options. Enter Permission Sets in the Quick Find box and select Permission Sets. Click … Read more
How to Create an Email Template in Salesforce This is the login page for Salesforce. Sign into your Salesforce account. You will be asked for an email and a password. … Click on the small arrow next to your username. It’s in the upper right hand corner. Click My Settings. It’s in the drop-down menu … Read more
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Professional, Enterprise, Performance, Unlimited, and Database.com Editions From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name … Read more
Click a single button on the quote B Create the quote in a word processor, save as PDF, and attach to an email Create a Quote PDF by Selecting a Template Do one of the following. If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. … Generate … Read more
Step 3.4: Salesforce Flow – Adding an Action to Call Apex class to Generate Quote PDF Under Toolbox, select Element. Drag-and-drop the Actions element onto the Flow designer. Create a Quote PDF by Selecting a Template Do one of the following. If you’re using Lightning Experience, click Create PDF, and then choose a template from … Read more
Create a Campaign in Salesforce From the Campaigns tab, click New. Enter a name for the campaign. Select a campaign type, such as advertisement, email, webinar, conference, and so forth. Select a status for the campaign. For now, enter an estimate for Budgeted Cost and Expected Revenue. Enter a description. Click Save. Full Answer How … Read more
Now create a letterhead: Click the App Launcher . Enter Letterheads in the Search apps and items… box and select Enhanced Letterheads. Click New. Complete the details about the new letterhead: Field Value Name General Customer Support Description Use this letterhead… Click in the header section and click the insert image icon. Note: If you … Read more