Salesforce allows us to upload various types of Documents. You can upload these documents as an Attachment or in the Document’s section. Salesforce offers File storage for each edition. It includes files in attachments, Document‘s tab, File‘s tab, File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets.
Category: Administrator
Multiple Username Login Hints
If you have multiple developer accounts or you are managing different Sandboxes, so you have to remember all the usernames. This is a headache to remember all username, at least for me. Salesforce introduces a new feature multiple username login hints. This feature extends the existing caching and password auto-complete
Add Code Examples to Posts
Now it is possible to add code samples to posts when the rich text editor is enabled in Chatter Answers and Ideas, and the code will display in the proper format. Enable Rich Text Editor for Chatter Answers To configure it for ideas, follow the below steps in Salesforce Classic:
Add Mass Members into Queues through Data Loader
In Salesforce Queue and Public Group represent group of users. We can add any number of users to Queue or public group. There is no limitation on the number of members per Public Group. Now start with a business requirement. Business Use case Martin Jones is a System Administrator at Gurukul on
Floating Headers in Summary and Matrix Reports
It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top
View and Manage User Sessions
Unlike any other application, the System administrator can cancel users’ sessions. Now users with View Setup and Configuration permission can easily view user sessions and, if necessary for security or other reasons, end sessions (It’s required View All Data user permission) from the same page. The User Session Information page allows you
Obscure Secret Answer for Password Resets
Now you can hide your answer to a password reset question. When you answer a security question, let’s example when resetting your password, the answer is normally shown in plain text. Answers to security questions can now be hidden when you type. Without Enabling Obscure Secret Answer for Password Resets Feature
Partial Data Sandbox
We use the sandbox to develop, test, and simulate the deployment of our customization. Salesforce has a different Sandbox type Partial Data Sandbox is one of them. This Sandbox type is available in Enterprise, Performance, and Unlimited editions. This Sandbox includes all of your organization’s metadata and adds a selected amount of your