Log in to Salesforce. In the upper right, click My Settings (or click on your name, then click My Settings) In “Quick Find” search field, enter ” Grant ” and click Grant Login Access. In Setup, use the Quick Find box to find Opportunity Team Settings. Select Enable Team Selling. Select the opportunity page layouts … Read more
Log in to Salesforce. In the upper right, click My Settings (or click on your name, then click My Settings) In “Quick Find” search field, enter ” Grant ” and click Grant Login Access. Grant Users Access to Reports and Dashboards Click. … In the Quick Find box, enter Profiles , then select Profiles. Click … Read more
Follow these ways to send emails from Salesforce: Companies that own a domain (mycompany.com) Turn off “Enable compliance with standard email security mechanisms.” Turn off “Enable Sender ID compliance.” Add Salesforce’s SPF record to the client’s domain DNS to indicate that Salesforce is an approved sender. Full Answer How do I send an email to … Read more
In the sandbox account, go to Lists > Employees > Employees (Administrator) and click Edit next to the name of the employee. … On the Access subtab in the employee record, clear the Give Access checkbox. Note: Make note of the roles assigned to the user for later. Click Save. Edit the same employee record. … Read more
Answer for your first question (For non public folder dashboards) Go to that dashboard stored dashboard Folder >> Click Share option then you can mention the user / Role / Roles and internal subordinates options to share the dashboard into other users with access as View, Editor and Manager. Answer for your Second question On … Read more
Depending on which interface you’re using, do one of the following: Permission sets or enhanced profile user interface—In the Find Settings… box, enter the name of the object you want and select it from the list. Click Edit, then scroll to the Field Permissions section. From Setup, enter Permission Sets in the Quick Find box, … Read more
Log in to Salesforce. In the upper right, click My Settings (or click on your name, then click My Settings) In “Quick Find” search field, enter ” Grant ” and click Grant Login Access. Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of … Read more
How can I access data from external objects in Salesforce? Instead of copying the data into your org, you can use external objects to access the data in real time via web service callouts. External objects are available with Salesforce Connect and Files Connect. What do I get with a Salesforce setup? In Setup, you … Read more
Add Permissions. Open Business Manager. Select Administration > Organization > Roles & Permissions. Click the Business Manager Modules tab. Select the Cloud Kicks site and click Apply . Select the modules for: Products and Catalogs. Content. Search. Online Marketing. Ordering. Add a User (Administrator Account) Click Admin. Click the Account Settings folder. Click My Users. … Read more
How do I grant specific Users access to a folder that contains reports? Create a new public group with the specific users who need access. Include yourself in that list of users. Go to the Reports Tab. Click the new folder icon and create a new Report Folder. The Report folder needs the “This folder … Read more