1. Select items you want to sync. You can select multiple items when you press CTRL while clicking the items. 2. Right-click a selected item, then select Categorize > Sync with Salesforce. Full Answer How to connect Salesforce with Microsoft Office 365 email client? Revenue Grid allows you to connect Salesforce with the three most … Read more
If you did, go to Setup->Customize->Case->Buttons and Links and click the Reset link on the Close Case button. You need to sign in to do that. Need an account? Sign Up In Support Settings, ensure the “Show Closed Statuses in Case Status Field” is checked.…In Salesforce Classic Go to Setup | Customize | Cases | … Read more
What is field dependency in Salesforce? Field Dependency in salesforce – Salesforce Tutorial Field Dependency: Field dependency means, controlling a fields value based on the other field. For example, there are two fields called Country & State. I w Field Dependency: Field dependency means, controlling a fields value based on the other field. Is it … Read more
In Salesforce Setup, navigate to: Path Settings → New Path Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name]. Select the picklist field. Full Answer What is picklistpath in Salesforce Lightning? A lightning:picklistPath component displays the progress of a process, … Read more
Users with a Full Salesforce license or a Partner license can’t be downgraded to a Chatter Free, Chatter External, Chatter Only *, or Identity license. As a workaround, edit the user’s username and append “.old” (or similar to prevent username duplication), deactivate the user, and then create a user with the new license type needed. … Read more
In Salesforce Classic Go to Setup | Manage Users | Profile Select the specific profile. Go to ‘Record Type Settings’ related list Click Edit on the object which you can’t select a record type. Check if there’s other record type added in your profile, if none please add an existing record type or create a … Read more
If the wizard doesn’t open, right-click and click Settings. If you want to connect to other URL Click Change URL. Enter your Salesforce username and password. Click Allow. Click Next, If you want to change folder click Change Folder. Full Answer How do I Change my settings in Salesforce for Outlook? If you want to … Read more
In Salesforce Lightning Experience, when a Case is related to a Contact, via the standard ‘Contact Name’ field, the ‘Account Name’ is automatically populated when it has no value. However, when a User has Edit access to the ‘Case: Account Name’ field, any subsequent changes to the related Contact will not automatically change the related … Read more
Case Account field will not be changed automatically. Case Account Name and Contact Name are independent lookups and editing one does not effect the other. To achieve the desired functionality you need to create a validation rule where validation critera should be Contact.AccountId <> AccountId. Full Answer How to change the default case account field … Read more
Best Answer chosen by Admin mbhardwaj Sure you can, go to Setup –> App Setup -> Customize –> Tab Names and Labels –> Rename Tabs and Labels –> Contact –> Edit Scroll down and you will see Contact Role in the Other Labels section. Full Answer How do I edit contact roles in Salesforce? Required … Read more