How to create Libraries in Salesforce Content?
To create Libraries in Salesforce Content, follow the below steps 1. Go to Libraries tab. 2. Click "New" button under Library section. 3. Enter Name and Description. 4. Click "Save ....
Month: June 2015
To search or view contents in Salesforce
To search or view contents in Salesforce, go to Content tabs. Cheers!!!
How to add Content Permissions in Salesforce?
By default we will be having 3 Library Permissions. 1. Viewer 2. Author 3. Library Administrator To add or view Library Permissions, follow the below steps 1. Go to Setup ....
How to enable Content Deliveries in Salesforce?
By default, Content Deliveries will be enabled. To check, follow the below steps 1. Go to Setup --> Customize --> Salesforce Files --> Settings --> Content Deliveries. 2. Click edit ....
How to enable Salesforce CRM Content?
Salesforce CRM Content will be enabled by default. To check it, follow the below steps 1. Go to Setup --> Customize --> Salesforce Files --> Settings --> Salesforce CRM Content. ....
Salesforce CRM Content
Salesforce CRM Content is an integrated content management system. It supports Word, Doc, Images, Web pages, Power point, Google drive docs and so on. File size cannot be more than ....
Order of Work flows in Salesforce
Order of Work flows in Salesforce is 1. Field Updates. 2. Tasks. 3. Email Alerts. 4. Outbound Messages. Note: If there are 2 field updates or any other type of ....
Regular eExpression in Salesforce Validation Rules
A regular expression is a string used to describe a format of a string according to certain syntax rules. [ab] - A single character, either a or b [a-zA-Z] ....
Sample Lead Quality Score in Salesforce
Create a formula field in Lead object as below. Formula Code: IF( ISBLANK(FirstName ) , 0, 20) + IF( ISBLANK( LastName ) , 0, 20) + IF( ISBLANK( Email ) ....
Dashboard filter in Salesforce
A dashboard filter allows viewers to change the data visible on the dashboard by selecting a filter value from a drop-down list. Note: 1. Maximum number of filters allowed per ....