Changing Multiple Leads owner at a time
Change Owner button: Mass Transfer Option: Cheers!!!
Change Owner button: Mass Transfer Option: Cheers!!!
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: ....
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 ....
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 ....
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 ....
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, go to Content tabs. Cheers!!!
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 ....
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 ....
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. ....