Add email signature in Salesforce Click on your name. Click on My Settings . Click on Email Click on My Email Settings. Add your signature to the ‘Email Signature’ field. Click on Save. More … Click your profile icon/avatar | then click Settings. Click Email | click My Email Settings. Enter your signature into the … Read more
How do you set view all data permissions in Salesforce? Navigate to Setup >> Administration Setup >> Manage Users >> Profiles, click on Clone next to the standard user profile. Enter a profile name and click on Save. Locate the profile you need to change and select Edit. Once you have the profile open scroll … Read more
How to Setup Visual Studio Code for Salesforce Download and Install VsCode. Download the Visual Studio Code from here and install on your computer. Install Salesforce DX CLI. To connect the VsCode with Salesforce org we need SalesforceDX CLI. … Install Salesforce Extension Pack. We are almost there. … Create Project. Congratulation. … Connect with … Read more
Start by updating or downloading the app from the App Store or Google Play Store. Next, follow the Quick Pairing Video to complete the new registration. Note: If you currently use Salesforce Authenticator, just update the app on your phone. Do not delete the old app and do not delete the current “connection” of your … Read more
How to enable MFA Master of Arts A Master of Arts is a person who was admitted to a type of master’s degree awarded by universities in many countries, and the degree is also named Master of Arts in colloquial speech. The degree is usually contrasted with the Master of Science. Those admitted to the … Read more
MFA (Multi Factor Authentication) In Salesforce Verify that the session security level is set for multi-factor authentication. First, let’s make sure that the right security level is associated with the multi-factor authentication login method. Create a user. From Setup, enter Users in the Quick Find box, then select Users. … Create a permission set for … Read more
Salesforce – Multi-Factor Authentication – How to configure MFA for Salesforce Users First, simply download the Salesforce Authenticator App on your device from the Google Play or App Store. Open the app, select ‘Add an Account’. This will generate a phrase that you will use to connect your Salesforce instance. After MFA has been enabled … Read more
How To Configure Your Aircall CTI Within Salesforce Classic Import the Aircall CTI to your Salesforce account: Click on Install for all users, Install and select Done. Add users to the recently installed Call Center (Aircall CTI): Enable your Salesforce app to display the Aircall CTI: Then, select Save. More items… Configuring the CTI adapter … Read more
Log in to Salesforce using the Salesforce account to be used by the Coveo connector. In the User Menu, select Setup. In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token. Follow onscreen instructions. Log in to Salesforce using the Salesforce account to be used … Read more
Search for Edit the system environment variables . In System Properties, click Environment Variables . Under User Variables, double-click Path . Verify Salesforce CLI is listed as an entry. Otherwise, click New and paste the path where you installed CLI. For example, C:\Program Files\Salesforce CLI\bin Click OK. What are the types of custom settings in … Read more