How can I get the most out of Salesforce? Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations. How do you find … Read more
Now click on settingsto activate. Now click on Edit buttonto edit. After editing click on enable salesforce customer portal as shown above. Click on Save Button. Now a new window will be opened. Click on Continue button for next steps. How to Enable Customer Portal From Setup, enter Customer Portal Settings in the Quick Find … Read more
Go to Setup in Salesforce Search for Call Center Click on Softphone Layouts Find your Aircall Softphone Layout and click Edit Click the dropdown under Display these salesforce.com objects Add any Objects you would like Click to Dial to be available for To enable Click-to-Call functionality: Go to Salesforce Setup > App Setup > Custom … Read more
On the Contacts or Cases tab, in the Tools section at the bottom of the page, click Mass Email Contacts. If you use person accounts, the link also appears on the Accounts tab. On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. How would you like … Read more
How do I create a list in Salesforce for Campaigns? [Gmail] 1. Log into your Salesforce account. 2. Select the Contacts or Leads tab. 3. Use the View drop-down menu to select a list. 4. Click “Go” to see the contact list and fields for the selected view. You can’t create a list email in … Read more
Log in to Salesforce. Click Campaigns. Click a Campaign Name from the list. Michael selects 2019 Capital Visit Advocacy Event. Click Related. In the Campaign Members section, click the dropdown arrow and select Send List Email. Enter a Subject line and compose a message in the Content section. Michael can take advantage of merge fields … Read more
Yes we can do this, pease go through below steps. 1. From Setup, enter Email Notifications in the Quick Find box, then select Email Notifications. (setup –>Build–> Reports & Dashboards –>email Notification) Under Send email to , you’re automatically selected as a recipient. To add others or remove yourself, click Edit Recipients. Note To add … Read more
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.Mar 28, 2019 How do I change the layout page in … Read more
On the Email Message Layout screen, select >> Mobile & Lightning Actions in top-left menu, from the selections that appear find the Edit [standard button] and drag it down into Salesforce Mobile and Lightning Experience Actions section of the page layout; that section will turn blue when it is in position and a green checkmark … Read more
Select or create a list view that includes the permission sets and permissions you want to edit. To edit multiple permission sets, select the checkbox next to each one you want to edit. … Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets. … Read more