Step1:Login into your salesforceand go to app menu at and select app exchange . See the below image for reference after clicking on app exchange it will navigate to “https://appexchange.salesforce.com/” or you can directly type “https://appexchange.salesforce.com/” this url in your browser. To access Appexchange: Click ‘App menu’ in the upper right corner of your screen. … Read more
Required Editions and User Permissions. To open the App Launcher, on the left side of the navigation bar, click . To look for apps or items by name, use the Search apps and items box. To see all your available Salesforce apps and items, click View All. To look for apps or items by name, … Read more
Go to Analytics Studio in Salesforce by selecting the App Launcher at upper left, then clicking the Analytics Studio tile. Click All Items in the left-hand column. This takes you to all your Analytics assets—app, dashboards, datasets, and lenses. You can see tabs for each of them along the top. … Now select the Apps … Read more
Click on ‘More Commands…’ On the Outlook Options window, change the ‘Choose commands from’ option to ‘All Commands’ Scroll down to ‘Salesforce Side Panel’ and add it, then click OK. This will create the round icon, and if you click it, you will see the option to easily Show/Hide the Salesforce Side Panel. Full Answer … Read more
From Microsoft Outlook, click on the down arrow to show the options for the Quick Access Toolbar Click on ‘More Commands…’ On the Outlook Options window, change the ‘Choose commands from’ option to ‘All Commands’ Scroll down to ‘Salesforce Side Panel’ and add it, then click OK. Full Answer How do I enable the side … Read more
Select flow definitions from the Component type. Then select the process that you want to migrate. Click on the Add to change set button. For uploading this change set, click upload and select the target org where you want to migrate the process builder. Full Answer What is the future of Salesforce process builder? Salesforce … Read more
The free tool provided by Salesforce, the Ant Migration Tool, uses the deploy () and retrieve () calls to move metadata between a local directory and your Salesforce organization. To migrate change from one environment to another: Retrieve metadata from the sandbox using the tool. 1. Metadata Migration by using changesets: Create connections between your … Read more
You can use any ETL tools like Informatica or Jitterbit or Dell boomi which has the in build connector for Salesforce and SQL server where you can transfer the data from SQL server to Salesforce easily with the one time configuration. In this approach you have the real time data integration also. note that you … Read more
Here’s a step by step how: Bring up the App Launcher and click on Duplicate Record Sets. Now click on the New button to add a new Duplicate Record Set. … Click Save. … On the Duplicate Record Items related list click on New. … Now similarly add the second Account or Contact you want … Read more
Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.Sep 14, 2016 … Read more