Start Flight Example. Add Object (1), Set the Object field to Lead (2), Under Start the Process, click “when a record is created or edited” (3) Full Answer How do I log in to Salesforce? On subsequent visits, steps to log in are as follows: Go to login.salesforce.com . Enter your username and password and … Read more
Start Flight Example. Add Object (1), Set the Object field to Lead (2), Under Start the Process, click “when a record is created or edited” (3) Full Answer How to stop scheduled jobs in Salesforce? You can manually stop scheduled jobs by going to setup -> monitoring -> scheduled jobs and then deleting them from … Read more
Go to “Reports” and find the folder on the left hand side that contains the dashboard in question. Click the pin icon and click “Share.” Make sure the folder is shared with the users you would like to receive the dashboard. Navigate to the Dashboards tab. Select All Folders listed on the left-hand side. … … Read more
Sharing a Dashboard Navigate to the Dashboards tab Select All Folders listed on the left-hand side Find your Dashboard Folder by scrolling or “Search all folders” in the top Navigate to the Dashboards tab. Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your … Read more
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. Go to Setup and search for User Interface. You can also … Read more
Click your user icon/picture (in the upper right of the screen), then click Settings. On the left sidebar, click Advanced User Details. In the Default Account Team related list, click Add. Use the search function button to select the team members. Field Value Team Member your name Account… Add a second team member Field Value … Read more
1) Login to your org. 2) go to Setup and search for “Default Data Category Visibility” Set a category group to “all” 3) Go to a community profile or guest user profile Under “Category Group Visibility Settings”, do a custom. Full Answer Can users see articles and questions that aren’t classified as categories? Users in … Read more
Enabling Salesforce for Outlook. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to … Read more
Set Up Your New Salesforce Org in 5 Steps. Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This … Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone, … Read more
Go to Salesforce Setup and key in Lightning for Outlook in the Quick Find box Choose Lightning for Outlook menu From the Setup settings, tick box for Enabled then click Save Select either Production or Sandbox to install the Outlook Add-on for the Lightning for Outlook Once you are logged into Salesforce locate the Setup … Read more