Enable the Salesforce Side Panel Click. , and select Setup. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Turn on the Outlook integration. Let reps relate newly composed email messages to Salesforce records. Give your sales reps instructions to set up the integration in Microsoft Outlook. More … Salesforce … Read more
Create Record Types. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. Sales User. System Administrator. From your personal settings, enter Record Type in the Quick Find box, then … Read more
Enable feed post editing for custom Profiles Navigate to. Classic: Setup | Manage Users | Profiles. … Click on the custom Profile for which you want to enable feed post editing. In the ‘System Permissions’ section, click Edit. Select the edit feed post permissions that you want to enable. … Click Save. How to integrate … Read more
Partner Community enable users? Go to the Account that is related to that Contact. Click on Manage External Account | Enable as Partner Now go back to Contact | Click Manage External User | Enable Partner User Create Partner Accounts Create a business account. Click Manage External Account, and then click Enable as Partner. … … Read more
From Setup, enter Users in the Quick Find box, then select Users. Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user. To return to your admin account, select User’s Name … Read more
Enable Lightning Experience From Setup, click Get Started in the Migration Assistant tile at the top of the menu. Choose which features to enable. Consider enabling the recommended supporting features. … Enable Lightning Experience. Click Finish Enabling Lightning Experience. In the dropdown below your Salesforce username, click Switch to Lightning Experience. … Enabling Lightning Access … 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. 1.Mar 27, 2019 How to enable Salesforce Lightning knowledge? How do … Read more
How do I enable inline editing in Salesforce list view? Under List View Controls, select New. Give your list a name and unique API name. Choose who can see this list view: just you, or all users, including Partner and Customer Portal users. Click Save. Go to Setup and search for User Interface. You can … Read more
To enable Audit Trail, in Setup, select Security | Security Settings, and check Enable Audit Logging Data Collection. Note Audit Trail data is available only after enabling. Data logged before enabling is not available. Full Answer What is an audit trail in Salesforce? Formula, roll-up summary, or auto-number fields Created By and Last Modified By … Read more
How to manage duplicate records in Salesforce? The concept of duplicate management is fairly simple. Firstly, define a set of rules for identifying records as duplicate. This is called “ Matching Rule “. You can use Salesforce out of the box rules (available on lead, account & contact) or create your own rules. How to … Read more