Follow the below steps to give access to your portal and community users to report on tasks and events. Step 1 : From Salesforce Setup, access the Object Manager. Step 2 : Access...
Currency Setup In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business. By...
Territory management Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce...
Turn On/Turn Off Lightning experience In Salesforce we can turn on or turn off lightning experience whenever we want it. Follow the below steps to turn on/off lightning experience...
Adding mass chatter group members using Data Loader To add mass members in a particular group via data loader we need prepare a .csv file with the below details,...
Forecast Setup 1. From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings. 2. Select Enable forecasts and click Save. Add a Forecasts Tab In Setup, type App Manager in the Quick Find...
You choose which auth providers can access your Salesforce org from Setup. With a few clicks, you can add the option to log in with one or more social...
In Salesforce we can enable the Forecasts to User. Follow the below steps to enable the setup Step 1 : Go to Setup Step 2 : Enter User in Quick...
Account Teams Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually, and viewing teams in list...
User Delete Accounts Using Permission Set From Setup, enter Permission Set in the Quick Find box and select Permission Sets. Click New and complete the Create screen. Label: Delete Accounts Description: Grants Delete...
Set up a compliance BCC email to automatically copy each outgoing email to a compliance email address. Check enable, enter the compliance BCC email address for your organization, and...
Apex Exception Email Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external...