It IS possible to add the “Submit for Approval” button. You need to go back to the Classic version and then Edit the Page Layout. At the top of the page, there is the “Salesforce1 and Lightning Experience Actions” section. Add the “Submit for Approval” button into this section and you will see it, once … Read more
How to Enable SpellCheck in Salesforce: 1. Log into SFDC Salesforce Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. Though the bulk of its revenue comes from its customer-relationship management service, Salesforce training also sells a complementary suite of enterprise application… en.wikipedia.org | Click your username | Click Setup 2. … Read more
Step 1: In Salesforce, Enable Shared Activities Log in to Salesforce. Navigate to Setup, and then In Salesforce Lightning: in the Quick Find box, search for Activity Settings. Select the highlighted result. … On the Activity Settings page tnat appears, near the bottom, select the Allow Users to Relate Multiple Contacts to Tasks and Events … Read more
On the Salesforce Setup page, navigate to Administer > Manage Users > Users. Click the Edit link for the desired user. Select the Service Cloud User checkbox; then click Save. Note: As an Admin, you must also have this permission. In the Search box, search for Apps and click on the Apps link. Select the … Read more
To enable the service console: On the Salesforce Setup page, navigate to Administer > Manage Users > Users. Click the Edit link for the desired user. Select the Service Cloud User checkbox; then click Save. Note: As an Admin, you must also have this permission. In the Search box, search for Apps and click on … Read more
Set access level to ‘All email’ in Salesforce Classic: Click Setup. In the Quick Find box, enter Deliverability. Select All email for access level under ‘Access to Send Email (All Email Services.)’ Why can’t I send an email in Salesforce? To fix this issue, reconnect your email account from Personal Settings: Go to your Avatar … Read more
To get the security token, first ensure you are signed in to Salesforce with the right client account that you need the token for. Keep in mind that tokens differ per client. At that point go to your User Menu (at the highest point of the page) > Setup. Getting the Security Token for Your … Read more
Enable Knowledge From Setup, type Knowledge into the Quick Find box. Click Knowledge Settings. Read the information on enabling Salesforce Knowledge in your org. Check Yes, I understand the impact of enabling Salesforce Knowledge. Click Enable Salesforce Knowledge. Enable Knowledge Users At the top of any Salesforce page, click on your profile photo and then … Read more
Enable Salesforce CMS. Go to Setup and find the User profile you want to enable it for. Set Salesforce CMS to Visible to enable the app for Users. In the Tab Settings section, set CMS Home, CMS Channels, CMS Workspaces, and CMS Experiences tabs to Default On. Salesforce CMS is now ready for Users! Enable … Read more
This feature is only available in Sales Cloud in Lightning Experience in Performance and Unlimited editions. To enabled Pipeline Inspection Setup – From Setup in Lightning Experience, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup. Turn on Pipeline Inspection and verify that you have Historical Trending enabled and configured … Read more