Log in to your Enterprise, Unlimited, Performance, or Developer Edition Salesforce account. You must log in as an administrator or as a user who has the “Modify All Data” permission. … From Setup, enter API in the Quick Find box, then select API to display the WSDL download page. Download the appropriate WSDL: If you’re … Read more
The Salesforce mobile app is available for iOS® and Android™ phones and tablets. You can download the iOS app from the App Store®, or the Android app from Google Play™. If you’re unable to download Salesforce for iOS or Android to your device, your org’s security policies may be blocking installation of the app. Check … Read more
How do I get my Salesforce webassessor certification? Login to your Webassessor Account and then go to Completed Exam Section and then click to the Pass Link, it will show your certification. Login to your Webassessor Account and then go to Completed Exam Section and then click to the Pass Link, it will show your … Read more
The files will be available for download for 48 hours. The link in the email will lead you back to your Salesforce Data Export page, where you’ll find a link to download the file (s). Once you click Download, a ZIP archive (containing a CSV file) will be downloaded to your device. From Reports, next … Read more
Export Attachments Login to http://dataloader.io with your login to Salesforce. … Suppose if you are using Dataloader.io then Click on “New Task” and select “Export” button. Select Attachment object, click Next. Select the List of fields and if any filter want to apply and Query/Click on Next. … Click “Save & Run” More items… • … Read more
Log into Salesforce.com using your credentials, Go to Setup menu Under Administration Setup -> Data Management -> Data Loader Click ‘Download the Data Loader’ to download and install the Apex Data Loader in your system. How to install Salesforce’s Data Loader Click Setup > In Quick Find, enter Data Loader. … As you can see, … Read more
The files will be available for download for 48 hours. The link in the email will lead you back to your Salesforce Data Export page, where you’ll find a link to download the file (s). Once you click Download, a ZIP archive (containing a CSV file) will be downloaded to your device. From Reports, next … Read more
Setting Up a Salesforce Integration Log in to Unbounce. Navigate to the page overview for the page you wish to integrate with Salesforce. Click on the Integrations tab, and click on Salesforce. Click on the ‘Log in to Salesforce” link. Log in to Salesforce and click “Allow” in order to give Unbounce permission to send … Read more
Use Picklist Fields in Formulas. In Setup, use the quick find box to find the Object Manager. Click Case | Fields & Relationships and click New. Select Text Area and click Next. In Field Label, enter Reason for Escalating. Field Name populates automatically. Click Next. Click Next again and then click Save. Use Picklist Fields … Read more
Add Dashboard component to the Home Page. Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click ‘Edit’ and check the ‘Dashboard snapshot’ checkbox and click ‘Save’ button. Select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the “Dashboard” section of the Home tab. … Read more