Why should you build your customer portal on the Salesforce platform? The big benefit of building your customer portal on the Salesforce platform is, of course, that you’ll have everything on the powerful Salesforce platform. That means that it’s fast and easy to seamlessly integrate the Salesforce features you need directly into your portal, including … Read more
You can upload and download audio and video files, but you can’t parse or preview them. Note In Internet Explorer 11, the Preview option redirects to the file detail page. As you work with files in Salesforce, keep these file limits in mind: Note Users can play video files, play audio files, and preview images … Read more
As per my knowledge there is no such way to do in lightning. Because lightning is SPA which calls server only when needed and loads specific component in a seperate iframe. In this case the search area is laoded internally without loading the whole page. In Lightning Experience, you can’t pin objects, but you can … Read more
Tag your important Salesforce records with the out-of-the-box Pin Tags app. Use Pin Tags on any object with just a click and access detailed analytics of all the used tags for each object. Pin Tags work on the Salesforce Classic as well as the Lightning edition. Go to Setup | Chatter Settings, and select Allow … Read more
To include Notes in the Opportunity you need to ask Salesforce Support to enable a permission called “Use Apex Lead Convert.” Once enabled, all Notes attached to the Lead will also be included in the Opportunity. See also Full Answer How to attach note to opportunity in Salesforce? So use following code to attach Note … Read more
Email Campaigns in Salesforce Marketing Cloud Salesforce Marketing Cloud campaigns are an effective way to “connect” marketing initiatives with leads and opportunities that resulted from the initiative. Multiple emails can be included in a campaign so you can track the progress of all the emails as a collection.Apr 12, 2022 How does email to Salesforce … Read more
Salesforce apps are no different from other software when it comes to patent eligibility and patentability, which means yes, Salesforce apps are patentable. We work with many software developers to help them patent their applications. Salesforce apps are no different from other software when it comes to patent eligibility and patentability, which means yes, Salesforce … Read more
How do I use the data loader in Salesforce? Open the Data Loader. 2. Click Insert, Update, Upsert, Delete, or Hard Delete. These commands are also listed in the File menu. 3. Enter your Salesforce username and password. To log in, click Log in. When you are logged in, click Next. (Until you log out … Read more
Salesforce admins can set the Two-Factor Authentication for API Logins permission to use a second authentication challenge for API access to Salesforce. API access includes the use of applications like the Data Loader and developer tools for customizing an organization or building client applications. Full Answer What are the different types of 2FA solutions for … Read more
Running specified tests option is now available with change set deployment in Salesforce. This option is available with winter 16 release. We can choose which tests to run when deploying or validating inbound changeset in Sandbox org production orgs. 1:12 4:20 How to Validate and Deploy an Inbound Change Set 226 YouTube Start of suggested … Read more