Setting default email template in Salesforce Service Cloud Open your Salesforce (Service Cloud) account Go to Setup (not Service Setup) Click Objects and Fields, and then go to Object manager Then click on Case Then go to Buttons, Links, and Actions Click on Email Now click Edit Now click on the magnifier in the Default … Read more
Open Salesforce and at the top of the page click on your name and select “My Settings”. On the left side of the screen, click on “Email”. Then select “My Email to Salesforce”. Your personalized Salesforce email address is the long email address that starts with “emailtosalesforce@”. Copy that address. Type in your email address … Read more
1) Create a new org. 2) Use the Eclipse or Ant Toolkit to migrate the metadata. 3) Use the data loader or another tool to migrate selected records to the new org. Once fully separated, you can use Salesforce-to-Salesforce to sync selected records, if necessary. Full Answer How do I Find my Company’s organization in … Read more
Begin by modifying the default account page layout to display sales region and support plan information in separate sections. From Setup, click Object Manager and select Account. Click the Page Layouts link, then click New. Select Account Layout from the Existing Page Layout picklist. While editing a Lightning app, select the Pages tab, click Open … Read more
Setup => Sites => click on site Name => Public Access Setting You will see the profile which is being used for Guest user. under Field-Level Security section, click on the object name and then you can set field level permissions for guest user. Under Guest User Profile, click the profile name. Click Edit. Scroll … Read more
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
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
You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365. Before setting up Send using Gmail or Office 365, review some information on triggers and workflow regulations. Send Email from … Read more
You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365. Before setting up Send using Gmail or Office 365, review some information on triggers and workflow regulations. If you don’t … Read more
Start by clicking on your App Launcher, which is the icon in the top left of your Salesforce dashboard (see the yellow arrow on the below screenshot). Click on the CloudAnswers Report Sender box and we will begin to schedule your report. Scheduling Reports in Salesforce.com Select the running user from. Select Email report option … Read more