1. Enable Case Feed. 2. Create Global Action or Object Specific Action. To know about Actions in Salesforce, check the below link https://www.infallibletechie.com/2013/07/actions-in-salesforce.html 3. Edit the case layout and add ....
1. Edit your Console App. 2. Add the Macro Browswer. 3. Go to your Console app. 4. Select Case tabs. 5. Open a case record. 6. Select Macros. 7. Click ....
Macros in Salesforce are used to save repetitive works to run in future. Using macros, Support Agents can 1. Run bulk macros on multipel records at the same time. 2. ....
Previously, Salesforce had to be contacted to enable the Administrators Can Log in as Any User setting. Starting from Summer '15, this setting is enabled by default. Administrators with "Modify ....
Salesforce Lightning:Note for MacOS:Install Java Runtime Environment (JRE) version 11 or later, for example, Zulu OpenJDK version 11 or later for macOS using the .DMG file.You can download Zulu OpenJDK ....
Setup Assistant for Newly Activated Organizations helps to set up Salesforce without the consultaion of an implementation partner. Setup Assistant provides helpful videos and guides in importing Sales data and ....
Sample Package.xml: <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>Account-Account Layout</members> <members>NameSpacePrefix__ObjectName__c-NameSpacePrefix__Transaction Layout</members> <name>Layout</name> </types> <types> <members>NameSpacePrefix__ObjectName__c</members> <name>CustomObject</name> </types> <version>33.0</version> </Package> Note: Make sure that NameSpacePrefix is used Properly.
Chatter 1. Edit Feed Posts and Comments: https://www.infallibletechie.com/2015/07/editing-feed-posts-and-comments-in.html 2. Sharing Files to Library: https://www.infallibletechie.com/2015/07/sharing-files-to-library-in-salesforce.html 3. Sync Content Files: https://www.infallibletechie.com/2015/07/sync-content-files-in-salesforcecom.html 4. Sync Content Files to Folders. 5. Manage Custom Object Records ....
1. Go to Setup --> Create --> Objects. 2. Create or edit the objects and enable "Allow in Chatter Groups" check box. This feature allows this object records to be ....
1. Go to Customize --> Salesforce Files --> Settings --> Salesforce Files Sync. 2. Enable "Enable Files Sync" check box. Cheers!!!