Types of tagging available in Library / Workspace / Content in Salesforce
1. Open Tagging 2. Guided Tagging 3. Restricted Tagging Cheers!!!
Category: Salesforce
Restrictions for Approval Processes in Change Sets
Understand these restrictions before you include approval processes in change sets. If the approval page fields include any custom fields on standard objects, you need to manually add those custom ....
How to override Add to Campaign button in Salesforce?
1. Create a VF page with standardController="CampaignMember". Sample Code: <apex:page standardController="CampaignMember" extensions="Sample"> </apex:page> 2. Go to Setup --> Build --> Customize --> Campaigns --> Buttons, Links, and Actions. 3. Click ....
How are opportunities assigned to territories in Salesforce?
Opportunities are automatically assigned to territories based on the following actions: • Creating a new opportunity Opportunities that you create are automatically assigned a territory when you meet both of ....
Considerations when setting up Salesforce entitlements
Check the below link for setting up Salesforce entitlements. https://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_up.htm&language=en_US To implement Entitlements, below are important steps 1. Enable Service Cloud 2. Choose the Entitlement Model i. Entitlements Only ....
Enable Content Pack Creation Permission in Salesforce Content
If this option is checked, the Create New | Content Pack option displays on the Libraries tab and users can create content packs from any documents or files in their ....
Types of prices in Salesforce
The different types of prices are: Standard Price: The default price you associate with a product, which is automatically included in your Standard Price Book. List Price: The custom price ....
Changing Multiple Leads owner at a time
Change Owner button: Mass Transfer Option: Cheers!!!
Archived Activities
Salesforce archives certain events and tasks every Saturday at approximately 5:00 AM Greenwich Mean Time (GMT). You can view archived activities in certain locations in Salesforce. Activities Archived by Salesforce:1. ....
Delegated Admins in Salesforce
Delegated administrators can: Manage Users: 1. Create and edit users in specified roles and all subordinate roles. User editing tasks include resetting passwords, setting quotas, creating default opportunity teams, and ....