Make New Friends The best way to get comfortable in the Salesforce Partner Community is to engage with other partners and Salesforce employees. Everyone here is either using Salesforce to build their business or helping someone else do it. Full Answer Is your Salesforce Org related to your family? If your Salesforce org was the … Read more
The Create Case feature in Salesforce for Outlook allows users to create cases in Salesforce from emails in Microsoft Outlook As an administrator, you can create Email-to-Case destinations that appear in the drop-down list button Create Cases in Outlook. … You can add up to 10 destinations for each Outlook configuration. When users create cases, … Read more
DATE (FLOOR ((MONTH (CalcDate__c) + VALUE (TEXT (AddMonths__c))) / 12) + YEAR (CalcDate__c), MOD ((MONTH (CalcDate__c) + VALUE (TEXT (AddMonths__c))), 12), 1) + (DAY (CalcDate__c) – 1) Where CalcDate__c is the original date and AddMonths__c is your picklist. Full Answer How do I find the day of the month in Salesforce? Available in: both Salesforce … Read more
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. Full Answer How do I filter a Salesforce dashboard? -Edit a dashboard, then click + … Read more
0:15 1:44 Add a New Contact in Salesforce – YouTube YouTube Start of suggested clip End of suggested clip The first thing you will want to do after you’ve logged into Salesforce is click on the Contacts tabMoreThe first thing you will want to do after you’ve logged into Salesforce is click on the Contacts … Read more
Internal users can search for CSM in community if you follow the document below. https://help.salesforce.com/articleView?id=community_managed_content_search_content.htm&type=5 External User (community license) does not have the correct access to search CMS Contnent. Full Answer How can Salesforce CMS help your business create content faster? With Salesforce CMS, users like Andy Jones from NOW, a streaming service from Sky … Read more
How to share file between Records in Salesforce? Each record (instance of standard or custom object) has Files/Notes & Attachments related list. When you adding some file, ContentDocumentLink between record and file is automatically created. Do it programmatically (create a connection between record with which you want share file and file which you want to … Read more
Sign in to Salesforce as an administrator. In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Fields & Relationships. Select the non-supported Salesforce field you have identified earlier. Full Answer What do I need to handle Salesforce universally required fields? To handle … Read more
Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called “picklists”. Full Answer What is … Read more
From Setup, open the Object Manager and click Contact. In the left sidebar click Fields & Relationships. Click New. For the field type, select Formula and click Next. Call your field Account Number and select Text for the formula return type. Full Answer How to use text in formulas in Salesforce? Salesforce comes with many … Read more