External websites included in Salesforce use iframes, which restrict features that can track users. Depending on browser settings, the external website may not be able to receive or write third-party cookies in callouts to its own APIs and Salesforce APIs, or use local storage. External websites included in Salesforce use iframes, which restrict features that … Read more
You can create custom HTML email templates without using Classic Letterhead. If you don’t know HTML, you can paste HTML code into your template. Full Answer Can I use HTML code in the Salesforce HTML editor? Unfortunately, HTML code is not supported in the Salesforce HTML editor (Rich text area). HTML code is treated as … Read more
Here’s how to get to the right app (“HomeKeeper” for homeownership features, or “Housing Counseling”) Salesforce Lightning: click the App Menu in the upper left corner, type in app name, and select from Apps list Salesforce Classic: Click on the App Menu (blue oval) in the upper right hand corner and select HomeKeeper. Full Answer … Read more
You can of course, for static links, use the HTML Email template editor toolbar If the link is meant to be dynamic, use an sobject formula field that in turn uses Hyperlink, then reference the formula field in your email template. See https://success.salesforce.com/answers?id=90630000000h16fAAA Full Answer How do I create an email template in Salesforce? As … Read more
You can use formulas within Salesforce and they are referred to as Formula Fields. Formula fields are custom fields that can be created on a Salesforce object and compute values based on a formula that leverages values from other Salesforce object fields (similar to using values from other cells within Excel). Full Answer What is … Read more
You can of course, for static links, use the HTML Email template editor toolbar If the link is meant to be dynamic, use an sobject formula field that in turn uses Hyperlink, then reference the formula field in your email template. See https://success.salesforce.com/answers?id=90630000000h16fAAA You need to add {! } around your formula field. You can … Read more
Formulas are a valuable tool within Salesforce to help with calculating values. You have probably created formula fields on your objects, but did you know that you can also use formulas within reports? Well, you can, and they can add tremendous value. For example, you can use Forecasting Quotas and Forecasting Items to create the … Read more
Why don’t people use exclamation points more often? By not using exclamation points often, you allow them to focus on the message, rather than wonder about your tone. 2. They need to know when you mean it. Like many other things, exclamation points lose their impact if they’re overused. What is an exclamation point in … Read more
You can use them to represent warranties, subscriptions, service level agreements (SLAs), and other types of customer support. Following are the steps to enable the use of Entitlement Processes and Service Contracts in Salesforce. Enable Entitlements : Go to Setup, enter Entitlement Settings in quick fine box. Full Answer What is entitlement and SLA management … Read more
You can insert quick text, use email templates, add email attachments, and more. Tip: If you mess up and click something you don’t want in your macro, just click the X next to the instruction to remove it. In the canvas, click Email. Bulk Macros now support Classic and Lightning Experience email templates. Use more … Read more