How do I import data into Salesforce? Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. Choose the data that you want to import. Map your data fields to Salesforce data fields. Review and start your import. Check import status. More … Go over your … Read more
Create a Federation ID. When setting up SSO, you use a unique attribute to identify each user. … Set Up Your SSO Provider in Salesforce. Your service provider needs to know about your identity provider and vice versa. … Link Your Identity Provider to Salesforce. Now that you’ve configured Salesforce to know about the identity … Read more
If all you need is a simple SLA, you can create it by tracking the change on something like a lead status using the process builder in Salesforce. But many organizations doing ABM need to use more complex rules. For example, taking business hours into account, using multiple SLA types, re-qualifying leads, or other specifications. … Read more
How to Enable Single Sign-On for Your Salesforce Org Step 1: Create “New” in SAML Single Sign-On Settings. From Setup enter “Single Sign-on Settings” and then click on the… Step 2: Fill in all the Required fields. Once you click on New you will be presented with a screen where you can fill in… Step … Read more
Steps for Implementing MFA Using Salesforce Authenticator App. Step 1: Login into your Salesforce account. Step 2: On the setup page, search “Permission Set.”. Step 3: Click the “New” button to create a new permission set for the user and enter the label name. The API name will automatically generate, then … Step 4: After … Read more
What is Salesforce doing to help customers comply with GDPR? Salesforce remains committed to helping our customers comply with the GDPR through our robust privacy and security protections. How to ensure your organization is ready for GDPR compliance? The first thing any organization can do is make sure its leadership is aware of the importance … Read more
How to Find Duplicates in Salesforce In your Salesforce org, search for Duplicate Rules in Set Up. Select “Edit” to change an existing rule or ‘”New Rule” to add a new one. Select the object the rule will apply to and enter the rule details (name, description, and security settings). Select the actions you want … Read more
Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields. I select the Field-Level Security button and try to uncheck checkboxs, but these are uneditable . All you … Read more
Salesforce: How to hide Probability field in Opportunity page layout? Setup | Customize | Opportunity Look for Probability (%) and click the field name Click ‘Set Field-Level Security’ button Untick Visibility checkbox for profile do not want to see this field Save and done All you have to do now is find the field you’d … Read more
All you have to do now is find the field you’d like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you’re all set, the field is now hidden from the page layout! … Read more