How to set Debug Logs for Einstein Bot in Salesforce?
1. Open Bot Overview. 2. Under Settings section, check "Bot performs actions as". 3. Set Debug Log for Platform Integration if "Basic Chatbot User" is used. Sample Debug Log for ....
Category: Salesforce
How to Edit Salesforce Quick Action Layout?
Object specific Quick Action: 1. Go to Object Manager. 2. Select "Buttons, Links, and Actions". 3. Open the Quick action. 4. Click "Edit Layout". Global Quick Action:1. Go to Global Actions in Setup.2. Click "Layout" ....
How to disconnect/revoke MFA for an user to reset again in Salesforce?
Disconnect link on the User Detail page can be used to disconnect/revoke MFA for an user to reset again in Salesforce. 1. Click Disconnect in "App Registration One-Time Password Authenticator". Note:If ....
How to use Okta Verify app for Salesforce MFA for both UI and API Logins?
Okta Verify app can be used for Salesforce MFA. Please check the below for Profile permissions and steps to setup. Profile Permissions for both UI and API Logins: 1. Select ....
Salesforce MFA for shared users credential
Salesforce MFA will not be supported when multiple users shares/uses the same login credentials. Sharing user credentials is not a good practice. Salesforce MFA is not possible for this use case. Note:MFA ....
How to prevent users to select Price Book while creating Opportunity in Salesforce for specific record type?
To disable "Price Book" book selection while creating an Opportunity, the Pricebook2Id field should be populated. If the Pricebook2Id field is blank, it will prompt to select the Price Book. ....
How to get all the Favorites in Salesforce?
/ui-api/favorites can be used to get all the Favorites. Note: It returns the current running user Favorites. Workbench: Postman:
“Add Opportunity Team Members” is missing for Users in Salesforce
Currently, only the Opportunity’s owner or users above the Opportunity owner in the role hierarchy can add, update, or remove Opportunity Team Members. Vote for the following ideahttps://ideas.salesforce.com/s/idea/a0B8W00000GdYe5UAF/add-opportunity-team-member-enable-for-all-users-with-edit-right
Unable to use Data Export/Export Data in Salesforce
Salesforce allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). We can also export data automatically at weekly or monthly intervals. ....
How report on Account, Opportunity and Product in Salesforce?
1. Create a Report Type with Account, Opportunity and Product.2. Add the Product Name via lookup fields selection in the Report Type.3. Create a Report using the report type created.