Salesforce Knowledge Synonyms
Knowledge Synonyms in Salesforce allows users to search Knowledge Articles using the synonyms configured. Synonyms are words or phrases that are treated as equivalent in searches. For example, if the ....
Category: Salesforce
Data Categories in Salesforce Knowledge
Salesforce Knowledge uses data categories to classify articles and make them easier to find. For example, to classify articles by sales regions and products, create two category groups: Sales Regions ....
How to create Libraries in Salesforce Content?
To create Libraries in Salesforce Content, follow the below steps 1. Go to Libraries tab. 2. Click "New" button under Library section. 3. Enter Name and Description. 4. Click "Save ....
To search or view contents in Salesforce
To search or view contents in Salesforce, go to Content tabs. Cheers!!!
How to add Content Permissions in Salesforce?
By default we will be having 3 Library Permissions. 1. Viewer 2. Author 3. Library Administrator To add or view Library Permissions, follow the below steps 1. Go to Setup ....
How to enable Content Deliveries in Salesforce?
By default, Content Deliveries will be enabled. To check, follow the below steps 1. Go to Setup --> Customize --> Salesforce Files --> Settings --> Content Deliveries. 2. Click edit ....
How to enable Salesforce CRM Content?
Salesforce CRM Content will be enabled by default. To check it, follow the below steps 1. Go to Setup --> Customize --> Salesforce Files --> Settings --> Salesforce CRM Content. ....
Salesforce CRM Content
Salesforce CRM Content is an integrated content management system. It supports Word, Doc, Images, Web pages, Power point, Google drive docs and so on. File size cannot be more than ....
Order of Work flows in Salesforce
Order of Work flows in Salesforce is 1. Field Updates. 2. Tasks. 3. Email Alerts. 4. Outbound Messages. Note: If there are 2 field updates or any other type of ....
Regular eExpression in Salesforce Validation Rules
A regular expression is a string used to describe a format of a string according to certain syntax rules. [ab] - A single character, either a or b [a-zA-Z] ....