File Upload and Download Security Settings
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.
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
Publisher Actions for Creating Chatter Groups and Adding Group Members
If you want to create Chatter group in Salesforce, for that you have to navigate to Chatter Tab, then click on New button as shown in below image. Recently Salesforce introduced two publisher actions related to Chatter Group. The New Group action is a global action. By default this feature
Posting Dashboard Snapshots to Chatter
Some time you want to share the Dashboard with other users, but due to business constraint you can’t give users to dashboard access nor add him/her to the schedule dashboard list. The best option is to post a snapshot of a dashboard component to a Chatter feed in order to
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