Click “Settings” in the left menu Click “Conversations” Click the “Chatbot Automation” tab 2. Click the “Preview” button the top right of the page. From the Bot Builder menu, click Dialogs. Click Preview, and then select your preview experience. To preview an enhanced bot, select Text Preview – Beta. If you’re using Rich Content Preview, … Read more
If you want to restrict users from changing the ownership of a record, you can define a validation rule for the object. Salesforce Classic 1. Click on Setup. 2. Select the object you wanted to create the Validation Rule. Restrict Users’ ability to change ownership Click on Setup. Select the object you wanted to create … Read more
Seven Tips to Prepare For Your Salesforce Administrator Certification Exam. 1. See What The Exam is All About. To pass your Admin certification exam, you need to have a broad knowledge of customizing Salesforce, configuring … 2. Schedule Your Certification Exam. 3. Find Some Friends to Study With. 4. Get Hands-on Practice. 5. Complete the … Read more
Enable ‘Allow Posts via Email’ on Chatter. Navigate to Setup. On the Quick Find box, enter Email Settings. Click Email Settings on the results. Select Allow Emails to allow users to post to groups using email. Click Save. Reference to the user, Chatter group, or record whose feed you want to post to. To post … Read more
From the palette at the top, drag the Section element onto the page layout, drop it just above the Additional Information section and fill in the details. Click OK. Drag another Section element onto the page layout, drop it just above the Additional Information section, and fill in the details. Custom Objects in the Classic … Read more
To Opt-Out (unsubscribe) or email communications from Salesforce Visit https://cloud.mail.salesforce.com/unsubscribe. Please enter the email address that is associated with your Salesforce account. You will receive an email with a unique URL. Click on the unique URL and choose opt-out option. More … How Do I Use the Email Opt-Out field in Salesforce? Click on: Setup … Read more
Navigate to Admin > Connectors in Pardot Classic or Pardot Settings > Connectors in Pardot Lightning App Click the gear icon next to the Salesforce connector, then click ‘Unverify’. Once the connector is unverified, click the gear icon next to the Salesforce connector again, then click Delete. On a Pardot record, click Mailability Fields, and … Read more
Click on the Gear Icon after logging into Salesforce, then select “Setup”. In the Quick Find box, search and select “Gmail Integration and Sync”. You can enable it here. You’ll then need to add the Salesforce extension to Chrome. You can find it through this link. Step 2 You should now see Log in to … Read more
Your employer can also verify your certification: If they choose to participate, they can search your name or email address, view the certifications you have. The verification page will give your name and location with all active Salesforce certifications along with the date you were certified. To verify your active Salesforce certifications: Visit the Trailhead … Read more
Sign into your Salesforce account. You will be asked for an email and a password. … Go to the “Leads” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. Go to the business account with which the lead is associated. … Click the “New Contact” button above … Read more