You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
👉 Check out this article if you want to learn how to Add Report Chart to Lightning Record Page 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
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.
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:
Automated Flow Examples Auto Assign or Remove Permission Set to Multiple Users Automatically Assign Permission Sets to New User Clone a User with their associated Public Group, Queue Membership, and Permission Sets Business Use Case System administrators want to assign Permission Sets to 20 users due to a business requirement.