Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It’s important to know that after you activate Gmail to Salesforce, you can’t deactivate it. When you select a Gmail link or … Read more
Click on Edit beside the ‘Email’ value. Select Make this value the default for the master picklist and click Save. Now, if an email is added to a Salesforce record using the ‘Add Email’ button, the email listed under Activity History of the record will show the value ‘Email’ in the ‘Type’ field. Full Answer … Read more
How do I add a second signer in DocuSign? To add multiple signers to a document Open the People panel. Click Add People. Enter recipient information and assign signer order. Add as many recipients as you wish by clicking Add Another Recipient and set signer order for each. Can recipient changes signer on DocuSign? When … Read more
What happens when a user is deactivated in Salesforce? For example, deactivated users continue to own Opportunities and appear in Forecasts and Territories. When users are deactivated, their opportunity forecast overrides, adjusted total overrides, and manager’s choice overrides on subordinates’ forecasts are frozen. Do users come and go in Salesforce? Users May Come and Go, … Read more
Go to any Object which has a Picklist field 3. Go to Fields and Relationships 4. Go to any picklist field 5. In the Picklist Values section, click the “Chart Colors” dropdown Full Answer How to manage picklist values in Salesforce? Manage Picklist Values 1 In Setup, click the Object Manager tab, and then select … Read more
How to manage picklist values in Salesforce? Manage Picklist Values 1 In Setup, click the Object Manager tab, and then select the object associated with your picklist field. 2 Click Fields & Relationships. 3 Click the picklist’s Field Label to see the field’s detail page.#N#You see your values in the Values related list More … … Read more
Email Template reporting is only available within Pardot and cannot be derived in Salesforce reports. Completion actions are not available at the Email Template level. List Emails are created for one-time sends. Full Answer What are email templates in Salesforce? Use an email template to design a reusable email layout for your engagement programs, autoresponders, … Read more
The tab may be hidden for the Profile. Go to the User’s profile and change it to Default On. Check if the Object permission checkboxes are checked for the profile (Read/Write/Delete/View All/Modify All). Go to the User’s profile and change it to Default On. Check if the Object permission checkboxes are checked for the profile … Read more
0 Salesforce currency field allow negative value input. When you are on the environment with namespace it will convert negative amount to number with brackets (exp. (11)) however when you are working on the environment without name space it doesn’t put the bracket but normal value -11. Full Answer Can currency be negative in salesforce? … Read more
There can only be one owner of an account. You can share an account with another user, or provide access through sharing rules, or role hierarchy. You can also set up Account Teams to share access. There can only be one owner of an account. You can share an account with another user, or provide … Read more