Enable a Partner Account Click Administration in the upper left corner and click Salesforce Setup from the menu selector. Click the App Launcher and select Sales. Click the Accounts tab. Click the down arrow next to Recently Viewed accounts, then select All Accounts from the list view. Click sForce. Click the down arrow next to … Read more
A step by step guide to enabling My Domain in Salesforce Lightning Steps to enable My Domain: Login to your Salesforce Org at https://login.salesforce.com/ … My Domain My Domain. A confirmation mail is sent to your registered email address. Check your mailbox for confirmation. … Test your new domain from the link mentioned in the … Read more
To enable Multi-currency, you should: In Setup, select Company Information and click Edit. Ensure that your selected currency locale is the default currency that you want to use for current and future records. Check the checkbox “Allow Support to Activate Multiple Currencies”, and then save your changes. Open a case with Salesforce support, and mention … Read more
How to enable the “Modify all data” permission Go to Users; Profiles or type Profiles in Quick Find. Locate the profile you need to change and select Edit. Once you have the profile open scroll down to Administrative settings (or use Ctrl/Cmd + F to search in the text), find the Modify all data and … Read more
Option 1: Enable MFA via a Permission Set Create a Permission Set with the following Permissions Navigate to Setup and search for Permission Sets. Click the New button. … Assign Permission Set to User Navigate to Setup and search for Users. Click on the User you wish to update. … Logout and Login As User … Read more
In Salesforce Classic Click Setup. Enter Login Access Policies in the Quick Find box. Select Administrators Can Log in as Any User. Full Answer How do I login as a user in Salesforce? From Setup, enter User Name in the Quick Find box, then select user. Click the Login link next to the username. This … Read more
Once you’ve submitted the ticket, Salesforce will reply that they’ve enabled the feature. To activate it, go to: Set up > Administration Setup > Security Controls > Login Access Policies > and check “Administrators Can Log in as Any User” checkbox and click “Save” Once you’ve done that, you’ll see the “Login” link next to … Read more
How do I log into Salesforce? How do I access Salesforce for the first time? Check your email for your login information. Click the link provided in the email. The link logs you in to the site automatically. The site prompts you to set a password and choose a security question and answer to verify … Read more
How to Setup Live Agent in Salesforce? From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings. Select Enable Live Agent. Click Save Step 1 – Enabling Live Agent From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings. Select Enable Live Agent. … Read more
From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or … Read more