Implementing Macros in Salesforce
1. Edit your Console App. 2. Add the Macro Browswer. 3. Go to your Console app. 4. Select Case tabs. 5. Open a case record. 6. Select Macros. 7. Click ....
Category: Salesforce
Macros in Salesforce
Macros in Salesforce are used to save repetitive works to run in future. Using macros, Support Agents can 1. Run bulk macros on multipel records at the same time. 2. ....
Login As other users in Salesforce
Previously, Salesforce had to be contacted to enable the Administrators Can Log in as Any User setting. Starting from Summer '15, this setting is enabled by default. Administrators with "Modify ....
Salesforce Data Loader for Mac OS
Salesforce Lightning:Note for MacOS:Install Java Runtime Environment (JRE) version 11 or later, for example, Zulu OpenJDK version 11 or later for macOS using the .DMG file.You can download Zulu OpenJDK ....
Setup Assistant for Newly Activated Salesforce.com Organizations
Setup Assistant for Newly Activated Organizations helps to set up Salesforce without the consultaion of an implementation partner. Setup Assistant provides helpful videos and guides in importing Sales data and ....
How to retrieve Managed Package component in Salesforce using Apache ANT tool?
Sample Package.xml: <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>Account-Account Layout</members> <members>NameSpacePrefix__ObjectName__c-NameSpacePrefix__Transaction Layout</members> <name>Layout</name> </types> <types> <members>NameSpacePrefix__ObjectName__c</members> <name>CustomObject</name> </types> <version>33.0</version> </Package> Note: Make sure that NameSpacePrefix is used Properly.
Salesforce.com Summer ’15 Release Updates
Chatter 1. Edit Feed Posts and Comments: https://www.infallibletechie.com/2015/07/editing-feed-posts-and-comments-in.html 2. Sharing Files to Library: https://www.infallibletechie.com/2015/07/sharing-files-to-library-in-salesforce.html 3. Sync Content Files: https://www.infallibletechie.com/2015/07/sync-content-files-in-salesforcecom.html 4. Sync Content Files to Folders. 5. Manage Custom Object Records ....
Allowing objects in Chatter Groups in Salesforce
1. Go to Setup --> Create --> Objects. 2. Create or edit the objects and enable "Allow in Chatter Groups" check box. This feature allows this object records to be ....
Sync Content Files in Salesforce.com
1. Go to Customize --> Salesforce Files --> Settings --> Salesforce Files Sync. 2. Enable "Enable Files Sync" check box. Cheers!!!
Sharing files to a Library in Salesforce
1. Enable "Files user interface allows sharing files with libraries". 2. To share, select "Share with Library". Note: This feature is disabled by default. Administrator has to enable it. We ....