Enter the Email and password of Docusign Developer Account. Set the Environment to demo for trial version. And then click the ‘Log in’ button. Step 3 : In order to enable a Salesforce connection to DocuSign, you must add DocuSign as a trusted network and connect your Salesforce account to DocuSign. Add all four IP … Read more
Install the DocuSign eSignature for Salesforce managed package. Create a subdomain for your Salesforce organization by enabling “My Domain.” Select the DocuSign Setup tab and complete the login step. In the DocuSign Setup tab choose Configuration in the left menu, then go to the Settings tab and choose a user next to Enable System sender. … Read more
S tep1: Click on the document Tab Step2: Select the file from your local system to upload & also choose the folder in which you want to save it Step3: Keep its reference as a record to use it,if tou want to access it directly form record Instead of following these above steps, we can … Read more
To add documents to a form: In the Forms tab select the form to which you want to add documents. Scroll down to Include Additional Document and click New. Click the search icon to display a list of available documents for this form. Select Documents to display documents from the Document object and Files to … Read more
How do I add a page to a Visualforce page? In your Sites setup menu, click on the domain you’re using, scroll down to Site Visualforce Pages, and add your page to the list. Thanks for contributing an answer to Salesforce Stack Exchange! How to embed a Salesforce site in iframe outside of domain? Allow … Read more
How To Create A Mass Email Distribution List in Salesforce.com Create a Campaign that will represent your mailing list. If you can’t see the Campaigns tab, be sure that in your… Either fill the campaign manually using the Edit Campaign Members button, or create a report on Contacts with the… Now go to the Contacts … Read more
On the far right of the contact flow page, click the disclosure triangle button and select Import Flow (beta). Click Select and browse to the “SCVCB – New or Existing Case” contact flow you downloaded. In the upper “Set contact attributes” block (item 1 in screenshot), click the block to view the options. Full Answer … Read more
2.Click on your name on the right hand corner. 3.Dropdown with ‘setup’ option, click on it. 4.On quick access menu, type Report type. 5.Open Report Type, search for your report type and click edit. 6.Now click on Edit layout. 7.On the right hand side, add your new field. Full Answer How do I delete or … Read more
Click the Accounts tab. Click the Get Cloudy account. Scroll down to find the Contacts related list, and click New to create a contact. Add all the information you have about the contact. You’re required to add at least the contact’s last name and to select the name of the account where the contact … … Read more
To set a dependent picklist field: From the management settings for the object you want to add a field to, click Fields & Relationships. Click Field Dependencies. Define Dependent Picklists From the management settings for the object you want to add a field to, go to Fields. … Click Field Dependencies. Click New. Choose a … Read more