How do I view Knowledge articles in Salesforce? To switch to the Knowledge One and the Knowledge tab, have your administrator add the Knowledge One permission to your profile or permission set. If the search bar is in the left-side panel of the page you are using the Articles tab. The Articles tab presents a … Read more
Answer: No, Lightning for Gmail and Lightning Sync can be used by customers on Lightning Experience and on Salesforce Classic as well. Question: In what Salesforce licenses are Lightning for Gmail and Lightning Sync available? Answer: Lightning for Gmail is available to Sales Cloud, Service Cloud and Force.com customers. Full Answer How to setup Salesforce … Read more
Record Type – The standard Record Type fields cannot be bucketed. Bucket size – Buckets with values that exceed more than 1,000 characters in aggregate will not appear in dashboard components when used as the “Group By” field. To see an example of a Bucket Field in action, check out our “Numeric Bucketing Example” help … Read more
From the App Launcher, find and select Field Service Admin. Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters. Full Answer How to edit filtered dashboards in Salesforce? Switch to Salesforce Classic to edit filtered dashboards. Salesforce supports dashboard filters. The question was why few fields were not available … Read more
From the App Launcher, find and select Field Service Admin. Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters. Full Answer How to use Formula field in dashboard filter in Salesforce? Salesforce currently doesn’t support formula field in dashboard filter: There are some things you can’t do with dashboard … Read more
Do you use Git with Salesforce? I did read a lot of articles about git and etc with salesforce but I can’t understand how my flow could work. Here at my enterprise, we have 8 devs that will work with salesforce. In all our projects, we have been using git and each dev has your … Read more
This might be because of Object Permission Issue for the user. There are several permission required to upload files in Salesforce. Try uploading the file normally from UI from that user and see if that is allowed. Delete Full Answer How do I enable the ‘files uploaded as Salesforce Files’ feature? Enabling the ‘Files uploaded … Read more
If you are experiencing the following behavior, please log a case with Salesforce Support to enable “Content Delivery Setup.” In a Private Chatter Group, if a User tries to drag and drop or select file from “Files”, they will see “Can’t upload <Filename>” error message. The same end user is able to upload file by … Read more
Setup> Build> Customize> Salesforce Files> Settings> General Settings> Check the option for “Files uploaded to the Attachments-related list on records are uploaded as Salesforce Files, not as attachments.” Sign in Was this page helpful? Yes, thanks Full Answer How to get a PDF file back from Salesforce? Now to get the pdf back from Salesforce … Read more
Under EDIT USER update the email address & at the very bottom check the box for ‘Generate new password and notify user immediately’ to update the email without confirmation needed first. https://success.salesforce.com/answers?id=90630000000hWPaAAM August 27, 2019 Full Answer How do I change a user’s email address in Salesforce? In Salesforce, a System Administrator can change a … Read more