Table of Contents
What are the data management tools in Salesforce?
Here the Data Management tools in Salesforce come into picture. Using Data management tools we can update, edit, delete records in bulk amount. Data Import Wizard. Apex Data Loader. We have to understand what are the similarities, advantages, disadvantage and which tools we have to use in Salesforce. It can load upto 50,00 records at a time.
How do I create a to-do list in Salesforce flow for service?
Give your users a to-do list with Salesforce Flow for Service, and associate records to flows using Salesforce automation tools. Show flows, quick actions, and recommendations from your Next Best Action strategies. To create your list, associate actions with a record page using an Actions & Recommendations deployment or Salesforce automation tools.
What is the utility bar in Salesforce?
The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools. A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes.
How do I add a replacement owner in Salesforce classic?
Click the Object Manager tab. Select Case, and open the Search Layouts for Salesforce Classic setup page in Salesforce Classic. Edit the List View layout. In the List View Actions in Lightning Experience section, add the Replacement Owner action to the selected quick actions.
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How to open search layouts in Salesforce Classic?
Click the Object Manager tab. Select Case, and open the Search Layouts setup page in Salesforce Classic.
What is read permission in Salesforce?
This default read permission means that users can insert quick text without any additional permissions. To give users more permission, like the ability to create quick text, you update their user profile or use a permission set. She also learns quick text isn’t supported on Salesforce Platform users’ licenses.
How to email to case in Trailhead?
Verify that Email-to-Case is enabled in your Trailhead playground. In Setup , go to the Email-to-Case settings page. Confirm that the Enable Email-to-Case checkbox is selected. After Email-to-Case is enabled, the Email action is automatically added to the case publisher.
How to open the case in Service Setup?
From Service Setup, click the Object Manager tab. Select Case, and open the Buttons, Links, and Actions setup page.
How to create a permission set in a service?
From Service Setup, enter Permission Set in the Quick Find box, then select Permission Sets. Click New to create a permission set. Fill out the permission set details. Click Save. In the Apps section, click Object Settings. Scroll to the Quick Text object and click it to open the properties.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
How to get users engaged in Trailhead?
Don’t miss this opportunity to get users deeply engaged, unless of course your learning focus is on business skills, wellness, or leadership skills.
What is Trailhead Go?
Trailhead GO is the new mobile app for Trailhead content. Users can access all Trailhead content from their mobile phones and complete it wherever and whenever they want.
Can you assign content to participants with Trail Tracker?
Did you know you can also assign content to participants with Trail Tracker? Yep, companies find this is a really handy feature. In case you need some extra help with Trail Tracker, take a look at the Trail Tracker links in the Resources section at the end of the unit.
Does Trail Tracker come with reports?
Trail Tracker comes with prepackaged reports and dashboards so you don’t need to build them from scratch.
Work with a Design System
A design system is a place where you can store reusable components (like buttons, screen animations, branding, and so forth), style guides, code snippets, and more. Design systems:
Linda Follows Rapid Prototyping Best Practices, and You Should Too
Even though Cloud Kicks is a lean company with a smaller amount of stakeholders, Linda knew she had to go through many ideas and revisions before landing on the right designs. When it comes to prototyping, the approach doesn’t change.
Keep It Low- to Mid- Fidelity for Quick Feedback and Iteration
Up until now, this is what she’s done. With all the sketching and follow-ups with her team, she was able to pinpoint the right design ideas as well as get the essential workflow and functions of the app using the most important design tools of all—paper and pen.
Test Often
Linda shares the wireframes with a select few sales reps—the same reps who she had followed up with after her survey—and gets their feedback. She’s able to go through two rounds of this before moving on to the more interactive, and thoroughly designed prototype.
Go High-Fidelity, Collaborate, and Test Again
High-fidelity mockups are the most time consuming and labor intensive. However, if you’ve gone through several rounds of low- and mid-fidelity prototypes with thorough feedback, by the time you get to this phase the challenges and solutions should be clear.
Where is the cursor in email?
Place your cursor in the middle of the prepopulated email body.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
