You can do so by enabling Single Sign-On (SSO) and User Provisioning in Okta with Salesforce. Process Compatibility The Salesforce Okta integration supports only the Salesforce User object. Contacts, Accounts, and Opportunity objects within Salesforce are not supported. Full Answer How to set up Okta SSO with Salesforce? The following steps to set up Okta … Read more
What is Salesforce Salesforce cloud? Sales Cloud is built on a robust and flexible security architecture trusted by companies around the world, including those in the most heavily regulated industries — from financial services, to healthcare, to government. Is Sales Cloud right for my business? Sales Cloud is a cloud-based, software-as-a-service (SaaS) model, so the … Read more
Yes, its easy and already everyone aware and this can be monitor from Setup -> Monitoring -> Time-Based Workflow How to Monitor the Time Based Actions or Scheduled Actions in Salesforce Process Builder? Goto Setup -> Flows -> Paused and Waiting Interviews Full Answer How to monitor time based actions in Salesforce process builder? Yes, … Read more
Salesforce users have an option to Monitor their time based workflow actions pending in the queue. In order to do that, they can follow these steps: 1. From Setup, enter Time-Based Workflow in the Quick Find box, then select Time-Based Workflow. 2. Full Answer How do I find time based actions in Salesforce? From Setup, … Read more
The nested loop here is fine because you aren’t wasting any iterations of your loop. Your Id value in the key of your map is being iterated over only once. You’re only iterating over each product id (which I assume is a list) for each map key once. Full Answer What is a loop in … Read more
Yes, CASE statements are awesome sauce. But they can’t perform evaluations nested within them. So if you need to determine if the Grade__c field value chosen begins with “K” for example (by nesting the BEGINS function in there), you can’t do that. Full Answer How do I use Ispickval in Salesforce? ISPICKVAL() and CASE() are … Read more
How to create multiple tasks for multiple records in Salesforce? Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add Button ‘Mass Update Tasks’. Step 3: To create multiple tasks for multiple records, add “Create Tasks” button to Leads, Contacts, Accounts, Opportunities and Cases list view. … Read more
A List View can be migrated using ChangeSets. You need to choose the List View Component to select your List View. Here is a consolidated list of items that can be migrated using Changeset.Jul 27, 2020 Why do I need to migrate to a new Salesforce instance? The reason for having to conduct a migration … Read more
It is still possible to move Content to a different library in the Salesforce Classic UI. To move a File or share with another Library: 1. Switch to Classic Version and open the same File in Classic. 2. Under Edit option, Click on ‘Library Actions’ drop-down. Full Answer How to import articles in Salesforce? Salesforce … Read more
Moving reports and dashboards to different folders in Salesforce On the Reports or Dashboards page, select Move from the row level action menu. A select folder dialog box opens where you can navigate to the destination folder and save. Move a report or dashboard between folders by dragging them from the list view to a … Read more