From Setup, enter Users in the Quick Find box, then select Users. Click the username of the account you want to freeze. Click Freeze to block access to the account or Unfreeze to allow access to the account again. Tip You can perform this and other administration tasks from the SalesforceA mobile app. From Setup, … Read more
How to create new user in Salesforce? Enter First name, last name, Alias, Email address. Now Assign a Role to the user. Now assign user license to the new user. Assign a profile to the user. Now select generate passwords and notify user via email. Click on Save button. A verification email will be sent … Read more
Select the Settings gear icon, then Account settings, and then select Tenants. Select Associate, and then indicate the tenant you want to associate. At the prompt, sign in as global admin to the tenant you want to associate, and then select Confirm. From the App Launcher, select Security Center. Click the Connected Tenants tab. If … Read more
How to add a customized field for reports. 1.Open your developer Org. 2.Click on your name on the right hand corner. 3.Dropdown with ‘setup’ option, click on it. 4.On quick access menu, type Report type. 5.Open Report Type, search for your report type and click edit. More items Fields Available for Reports Select the object … Read more
What is email studio in Salesforce Marketing Cloud? Email Studio is a very important part of the Salesforce Marketing Cloud, it is used to build and send personalized emails from basic newsletters to the most complex campaigns, deliver promotional, transactional, and triggered messages and also track and optimize to drive performance. What can Salesforce do … Read more
0:28 2:13 What are Salesforce Audit Fields and How Can I Enable These YouTube Start of suggested clip End of suggested clip It will require every import of the data to enable audit fields from setup enter user interface menuMoreIt will require every import of the data to enable audit fields from setup enter user … Read more
From Salesforce, navigate to Setup (top right of screen) How to access setup Go to ‘Quick Find’ (top left) and search for ‘Path Settings’ Navigate to ‘Path Settings’ Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After selecting the Path Setting, select Enable. Then choose whether the … Read more
Salesforce Workflow Rule Use Cases Task creation. Automatically creating assignments for individual users based on a change on the object is a great… Updating fields. A common use case of workflow rules is the function to overwrite field values with new data. This… Email alerts. The third way to benefit from workflows is by setting … Read more
Salesforce Workflow Rule Use Cases Task creation. Automatically creating assignments for individual users based on a change on the object is a great… Updating fields. A common use case of workflow rules is the function to overwrite field values with new data. This… Email alerts. The third way to benefit from workflows is by setting … Read more
Once connected, Cast Iron supports real-time sync between Salesforce and other systems, a few examples of which include: Accounts and Contacts with ERP customer master Opportunities with Order management systems Quote requests with Order management systems Leads and Campaigns with marketing automation systems 0:21 20:18 Cast Iron to SalesForce Integration Best Online Training … YouTube … Read more