To update user profiles you must update the ProfileID field on the user object. 1. Export the Users using the Salesforce Dataloader 2. Note the ProfileID of the users to update. Unable to edit my own User profile Click Setup | Administration Setup | Manage Users | Users. Find the User you want to edit. … Read more
We cannot update either master detail or lookup relationship field using workflow rule. You will have to use trigger approach instead. April 28, 2015 Full Answer How to change from master detail to lookup? Not sure about which edition this will or will not work, but to change Master-Detail to Lookup, you need to first … Read more
If a field isn’t Inline Editable (shows a lock icon on hover), it could be due to the following reasons: The data type isn’t supported. Check the releases and roadmap mentioned above to find out what’s currently supported. The field-level security for the field doesn’t allow you to edit it. If a field isn’t Inline … Read more
From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile at the top of the menu. On the Turn It On tab in the Migration Assistant, click the button to switch it to Enabled. Run the Chat guided setup flow. Full Answer Are chatbots new in Salesforce? Chatbots are not new but … Read more
If you like it, you don’t need to bother your Salesforce administrator to do this. (unless Chatter is not enabled, in which case you should beg them for Chatter, but that’s another blog post). Here’s how to do it: Open your favorite list view. Click the “Chatter” button. Full Answer What can you do with … Read more
Known Issues · Fixed In Lightning, click “Stop Sync” on the original Quote. Then “Start Sync” on the New Quote. Switch to Classic and “Start Sync” will correctly replace the original quote. Use the ‘Clone’ button in Classic for cloning Opportunities. More … This quote can’t be synced because it has inactive or archived list … Read more
Users can’t see the option ‘Switch to Salesforce Classic’ Navigate to Setup | Users | Profiles Click the User’s profile. Click on System Permission. Click on Edit. Deselect Hide Option to Switch to Salesforce Classic permission if it’s enabled. Click on Save. More … Full Answer How to enable Salesforce classic? · On Profile edit … Read more
In salesforce classic (old UI),at the top corner,click on the name,in the drop down “Switch to Lightning Experience” link will be available to switch to lightning if it is already enabled.If not,go through the link enter link description here to enable it Full Answer How to migrate to lightning experience from classic Salesforce? Lightning Knowledge … Read more
Switch to Salesforce Classic User Feedback Form What triggers the form to appear? When a user switches from Lightning Expe … How often does the form appear? Choose from every switch or specify the … Which options do users have? When the form appears, users can optiona … Is the form enabled by default? No … Read more
The issue here is, with the latest Salesforce release (Summer’ 18), there was a bug that rolled out, ie., disables the permission: Subscribe to Dashboards for the System Administrator profile But the dependent permission: Subscribe to Dashboards: Add Recipients is still enabled. You can find these permissions under: System Permissions. ISSUE SOLVED! Go to the … Read more