Enable Einstein Bots Within Experience Builder, click and select Salesforce Setup . From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots. In the Settings area: Click the toggle next to Einstein Bots to turn it On. … Enable Einstein Bots Within Experience Builder, click. and select Salesforce Setup. From Setup, … Read more
In Salesforce, from Setup, enter Debug Mode in the Quick Find box, then select Debug Mode Users. … In the user list, locate any users who need debug mode enabled. If necessary, use the standard list view controls to filter your org’s users. Enable the selection checkbox next to users for whom you want to … Read more
Salesforce Admin Tutorial: How to create Confetti Celebrations and use the Trailshread Audio Player Go to Setup -> Path Settings and click the “New Path” button After clicking the “New Path” button follow the steps and fill out the fields as requested, until you get to Step 3. On step 3 of the Path setup … Read more
How do I enable Chatter feed in Salesforce? From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. From the list of objects, select Contact (1). Select Enable Feed Tracking (2). Select up to 20 fields (3). Click Save. Enable Chatter feed tracking on the Review object. From Setup, enter Feed … Read more
Email – set all the emails you want to receive in Chatter Email Settings in your Setup Menu in Salesforce. The Chatter desktop app – download it onto your PC or mac. Go to settings to set notifications to Pop up, show focus on the app. … The Chatter iOS app or Android app. Set … Read more
Enable API access in Salesforce by Profile Click the Gear icon and click Setup. Type profiles into the Quick Find box and select Profiles. Click Edit against the Profile you wish to enable API access for. Scroll down to Administrative Permissions and check the API Enabled box and click Save. More … Full Answer What … Read more
Select a profile, and click its name. In the Apex Class Access page or related list, click Edit. Select the Apex classes that you want to enable from the Available Apex Classes list and click Add. Select a profile, and click its name. In the Apex Class Access page or related list, click Edit. Select … Read more
From Setup, enter Company Information and click Company Information. Click Currency Setup. Under Advanced Currency Management is not enabled, click Enable. When prompted, select Yes, I want to enable Advanced Currency Management and click Enable. If you receive a pop-up message that reads: Navigate to this page? Click the Open button. Enabling or Disabling Advanced … Read more
Share Opportunities Using Account Relationships In Salesforce Setup, enter digital experiences in the Quick Find box and select Settings. Select the checkbox next to Enable Account Relationships. Click Save. How to relate contact to multiple accounts in Salesforce? Here are the steps you will need to go through: Find ‘Report types’ in Salesforce Setup using … Read more
Add or change an Opportunity stage in Salesforce Classic. Navigate to Setup. Under ‘Build’, click Customize | Opportunity | Fields. Click the ‘ Stage ‘ field. Click ‘ New ‘ to add a new stage. Click ‘ Edit ‘ next to the stage to change the probability or type of forecast category. For new Opportunity … Read more