The Connected App does not need to be in the package for users to ‘Allow’ access to it. But Salesforce also make it possible, in a release org that has a namespace prefix and a managed package, to add a Connected App definition to a Managed Package: Packaging a Connected App Full Answer What is … Read more
How do I customize Salesforce home pages for users? With Summer ‘16, you can customize Salesforce home pages for your users by using the Lightning App Builder. With Summer ‘16, we have the power as Salesforce Admins to build different home pages featuring charts, lists, recent items, tasks, rich text – any number of components … Read more
What information do I need to connect to Salesforce? Identify necessary connection information, including a username, password, and token. You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset … Read more
Most likely, you will need to implement Salesforce for more than one department – in fact, the needs of each department may differ vastly. Not only that, but you shouldn’t implement something that your teams don’t need or don’t want to use, so it’s important that you define who your Salesforce implementation is for. 4. … Read more
How to become a Salesforce administrator or developer? Getting into the Salesforce job profession as a Salesforce administrator or developer is easy, yet, it is necessary to develop an immense career path. However, a Salesforce Administrator can learn developing and can change their course towards the development side. What is the role of Salesforce admin? … Read more
How sales reps can benefit from Salesforce? Sales Reps have better visibility into their accounts, contacts, opportunities, tasks, all from a single place. They have a complete 360-degree view of the customer, which in turn helps them to make better business decisions and close deals faster. It is easy to navigate between the modules and … Read more
What are the prerequisites for taking the Salesforce administrator certification exam? They do not have any prerequisites for taking the exam. However, you should consider participating in the Salesforce Administrator Career Certificate program, as this course is a great way of preparing for the exam. Once you obtain your Salesforce Administrator certificate, make sure that … Read more
No need to replace the Lightning for Gmail extension you have installed. If you want to add Inbox features to your Gmail integration and don’t have an Inbox license, contact Salesforce. Find all the Gmail integration settings on the Gmail integration and Sync page in Salesforce Setup. How do I add Salesforce Lightning to Gmail? … Read more
Permission Sets are additive. All Accounting Seed users must have both a Salesforce license and a license for the Accounting Seed Financial Suite. Users who will be using the Orders & Inventory Suite will need a license for that, too. All Accounting Seed users must have both a Salesforce license and a license for the … Read more
What are the prerequisites to learn Salesforce as a developer? With Salesfore, you can have access to relevant customer data whenever you need it. Now, when it comes to learning Salesforce as a developer or as an administrator, there are no actual prerequisites. However, there are ideal skills or experiences that will help you smoothly … Read more