How to enable Salesforce Files Connect for Your Organization?
1. Go to Salesforce Files --> Settings --> Files Connect. 2. Edit Files Connect Settings. 3. Enable "Enable Files Connect". Cheers!!!
Author: Magulan Duraipandian
How to relate a Contact to Multiple Accounts?
Contacts to Multiple Accounts lets reps associate a single contact with multiple accounts. Every contact needs to be associated with a primary account (the account that appears in Account Name). ....
Partner accounts in Salesforce
Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using the partner portal. Each company with which you partner should ....
How to enable SSO SAML using Salesforce as Identity Provider?
For Example, Service Provider - https://infallibletech-dev-ed.my.salesforce.com Identity Provider - https://techietesting-dev-ed.my.salesforce.com 1. Setup domain for the Organizations. https://www.infallibletechie.com/2013/08/domain-registration-in-salesforce.html 2. Provide Namespace Prefix for the Organizations. https://www.infallibletechie.com/2015/05/whats-namespace-in-salesforce.html 3. In Identity Provider Organization, ....
We can’t log you in. Check for an invalid assertion in the SAML Assertion Validator (available in Single Sign-On Settings) or check the login history for failed logins
If you face "We can't log you in. Check for an invalid assertion in the SAML Assertion Validator (available in Single Sign-On Settings) or check the login history for failed ....
How to create SSN field in Salesforce?
Note: 1. This field cannot be used in Search. 2. This field cannot be used in SQOL "WHERE" and "ORDER" clauses. To know more, check the below link https://www.infallibletechie.com/2014/11/textencrypted-field-in-salesforce.html Cheers!!!
How to fire validation rule only in update operation in Salesforce?
Use NOT(ISNEW()) to fire validation rule only in update operation in Salesforce. Sample Validation rule: AND( NOT(ISNEW()), ISCHANGED( City__c ), ISCHANGED( State__c ) ) Cheers!!!
Service Life Cycle in Field Service Lightning Salesforce
Field Service Lightning offers a predefined list of Service statuses. The Service status reflects the service state in the system and follows its whole lifecycle – from service creation to ....
Getting Started with Field Service Lightning Salesforce
Follow the below steps after installing the Field Service Lighting Managed Packages. 1. Go to Service Types tab and click "New Service Type" button. 2. Create a new Service Type. ....
Shield Platform Encryption in Salesforce
Shield Platform Encryption gives your data a whole new layer of security while preserving critical platform functionality. It enables you to encrypt sensitive data at rest, and not just when ....