1. Select an email template. 2. Click Edit. 4. Insert the email address you want to hyperlink. 5. Highlight the email address, then click on the link button in the toolbar at the top of the template (this symbol is used to insert hyperlinks) In Salesforce Classic On the page where you add the content … Read more
Go to the Object you would like to create the validation rule on. To get to that object click Setup and then Customize. If it is a standard object like Account, Contact, Opportunity, Product, etc. 1:51 9:22 Salesforce Email Format Validation – YouTube YouTube Start of suggested clip End of suggested clip In here in … Read more
Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout. Click Save. Note: ‘Send Email’ profile level permission must also be enabled for the Users in order to see the ‘Send Email’ button in Activity History. Set access level to ‘All email’ in Lightning Click the … Read more
In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email. In case you are sending a new email, add it to the Salesforce records after … Read more
Just create a formula field of type text and then insert the field you want. For the Current User: $User.Email For the User that Created the record: Full Answer How do I create a formula field in Salesforce? Follow these steps to navigate to the formula editor. From Setup, open the Object Manager and click … Read more
Let us create new email alert in Salesforce. Click on Email alert. Enter description and select Email Template. Select recipient types like Users, Role, Roles and Subordinates, Owner and so on. Full Answer How do I set up a no-reply email in Salesforce? Create one New user with the name ‘no-reply@my_company_domain’ and assign that user … Read more
Add Education Details In the client’s profile, open the Related tab. In the Education section, click New. If the client isn’t the correct one, remove the client, and select another client or create one. Enter the education institution name and, optionally, the other details. Save the information. Why work at Salesforce education? We seek to … Read more
Select the cell or cells where you want to add a dropdown list. From the Data menu, select Data Validation. Or, right-click to open the cell menu, and select Data Validation. Setup – Customize – Fields – Click on the Location Field, scroll down to picklist values and click on New to add new values … Read more
Required Editions. Select the cell or cells where you want to add a dropdown list. From the Data menu, select Data Validation. Or, right-click to open the cell menu, and select Data Validation. From the Type dropdown, choose Select from List. Define the criteria for the dropdown. Click Apply. 0:20 2:29 Salesforce Basics, Episode 2: … Read more
Now, you can deploy your code and drag this component to any layout you like. Once you add it to the layout, you will see a download button. I for one, added it as a tab to opportunity layout. Download button Once you click the download button, you will be able to download a beautiful … Read more