Gmail Integration Options in Salesforce Classic In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways: Gmail to Salesforce Gmail Buttons and Links Gmail to Salesforce...
To provide more security, control the way some file types are handled during upload and download. To manage file upload and download settings: From Setup, enter File Upload and Download...
Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. To...
Schedule Apex Jobs Use the Apex scheduler and the Schedulable interface if you have specific Apex classes that you want to run on a regular basis, or to run a batch...
To Create an App follow the below steps, Create a Custom Object Clickand select Setup. Enter Object Manager in Quick Find, and select Object Manager. Click Create and select Custom Object. Create an object as follows:...
Setup Email Signature When we send email using email alert or using classes, we can set default email signature by following methods: Signature Footer. Personal email signature. Signature Footer:...
Schema Builder Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models. Step 1 : From...
Knowledge user It Specify which agents in your company are Knowledge users and give them access to article actions. Create user profiles with the user permissions they need, and...
Queue Queues allow groups of users to manage a shared workload more effectively. A queue is a location where records can be routed to await processing by a group...
Sandbox A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. Sandboxes are completely...
To process Change Set deployment from a Sandbox to a production org, follow the instructions listed below In Sandbox 1.Log in to your sandbox. 2. Enter Outbound Change Sets. 3....
Follow the below steps to customize home page layout. Step 1 : Go to Setup Step 2 : Enter Home in Quick Find box and Select Home Page Layouts...