Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Launch a flow from Process Builder Use automation to increase user permissions Create a custom object to store the Id of a Chatter message
Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided by reports and dashboards is especially important in today’s arena, where it’s critical to be proactive, rather than reactive,
These days’ customers expect fast replies and quick resolutions. With Live Agent web chat, you can give them quicker responses to their queries, at a minimal price to you. Live Agent provides users the ability to interact with the agents through webchat to get more information about specific product or
In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the
An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management
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.
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. In Spring’14 release, Salesforce introduces a new feature multiple username login hints. This feature extends the existing caching
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: