Post Quick Action not showing in Salesforce
1. Check whether Feed-Tracking is enabled for the object.2. Check whether Chatter component is added to the Lightning Record page. It won't show in Activity component.
Category: Salesforce
How to disable Import Person Account under Tools in Salesforce Classic?
Disable "Import Personal Contacts" Permission on the profile. "Import Personal Contacts" Permission is available under App Permissions on the Profile. Output:
Salesforce MFA for Single Sign-On(SSO) users
Check the following link and read all the FAQs before taking any decisions as they are very important.https://security.salesforce.com/sso-and-mfa In the Profile, under "Session Settings", "Session Security Level Required at Login" should ....
Salesforce MFA for users who login using Username and Password
1. Open the Profile.2. Select System Permissions.3. Enable "Multi-Factor Authentication for User Interface Logins" permission in the profile.Output: When the user tries to login after entering username and password, it will ....
How to bypass Workflow Rule based on the running user in Salesforce?
In the Workflow Rule criteria, Current User information can be used to bypass Workflow rule based on the running user. In the following example, if the System Administrator profile user modifies ....
Matching Contact record in Salesforce Voice Call using Channel-Object Linking
To automatically link a Voice Call record to a Contact record in Salesforce, we can make use of the Channel-Object Linking feature. 1. Go to Channel-Object Linking in Salesforce Setup. ....
Related List is visible to the profile in Classic not in Lightening Experience in Salesforce
Solution 1: Check whether the user's profile have read access to the related object field. Make sure they have Read as per Field Level Security. Reference Article: https://help.salesforce.com/s/articleView?id=000317503&type=1 Solution 2: 1. Check the ....
“no CustomApplication named standard__AppLauncher found” Exception in Salesforce
App Launcher is a Salesforce Identity feature that provides an easy to use SSO (Single Sign-On) portal to launch SSO applications. So, please check whether it was enabled for the ....
How to allow users to view reports and not edit in Salesforce Lightning Experience?
1. Go to Reports tab.2. Click New Folder button.3. Enter Folder Label. Folder Unique Name will be auto populated.4. Click Save button.5. Select All Folders in Reports tab.6. Use the ....
Salesforce Validation Rule to prevent assigning Cases to a specific Queue and bypass it for system admins
Sample Case Queue: Validation Rule: Output: