Salesforce sets a reminder on all new tasks. You choose the date and time when you want task reminders; the default is 8:00 AM the day that a task is due. You can disable the reminder or change the reminder time when you edit a task. Salesforce sorts reminders by due date first and then … Read more
Of course, you can setup multiple relays. You may have one process that sends a transactional email, and you’ll want to use your SendGrid email server in that situation. While in another business process you may want email to be sent by your corporate server, and another from your order management system. Of course, you … Read more
“Easy Auto Refresh” from K.soft lets you set a refresh time for everything in Salesforce that has a refresh button. With these easy steps you can also let the plugin refresh your dashboards: Install the plugin. Go to a dashboard you like to refresh. Right click on the refresh button and then select “inspect element”. … Read more
To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your “your_sync_user@domain.com” user in Salesforce: Please note this is a Salesforce setting and you should consult your Salesforce Admin before implementing this change Creating a ‘Password Never … Read more
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. How do I change the default record type in Salesforce? Once in the profile, go to the Find Settings box, enter the name of the object the record type you want … Read more
From Setup, enter Business Hours in the Quick Find box, then select Business Hours. Click New Business Hours. Type a name for the business hours. Click Active to allow users to associate the business hours with cases, escalation rules, milestones, and entitlement processes. Escalation rules, so that when the details of a case match the … Read more
Salesforce Notification Builder enables admins to create customized in-app notifications for the targeted audience. You can define when you want the notification to trigger, what message to display and which users to notify. And you can do all of this in just a few clicks.Jun 30, 2019 How do I set up a notification alert … Read more
Improve your Salesforce org’s security with password protection. You can set password history, length, and complexity requirements. You can also specify what to do when a user forgets the password. As an admin, you can reset a user’ s password for better protection or if they’re locked out. How to improve your Salesforce Org security? … Read more
You can send SMS text from Salesforce objects, and you can even use SMS templates. The automation tool enables you to send messages without having to micromanage them. Customers can respond to SMS texts, and actions can be taken as a result. Customers can send text messages to your company, and agents can reply from … Read more
Don’t require authentication – Lets a participant who receives a link take the survey without logging into Salesforce or a community. Unique link (NOTE Use only when you send an email invitation) – Each participant receives a unique invitation link. The participant’s name is associated with the participant’s response record. Full Answer What types of … Read more