Salesforce Support for Non System Administrators or Regular Users
1. Go to Login Access Policies. 2. Enable Available to Users.
Tag: ADM 201
Big Deal Alert in Salesforce
Your organization can use alerts that automatically send an email notification for opportunities with large amounts. Customize this alert to send an email when an opportunity reaches a threshold. Your ....
Mass Transfer records in Salesforce
1. Go to Setup --> Administer --> Data Management --> Mass Transfer Records. 2. Select the object. 3. Enter the criteria and click "Find" button to find the records. 4. ....
Queue and Public Group
Queue Public Group Queue is used for load balancing Public Group is solely used for sharing Queue is a feature available to salesforce.com users that allows you to integrate prospect ....
Mass Delete Records in Salesforce
1. Go to Setup --> Admin Setup --> Data Management --> Mass Delete Records. 2. Select which object you want to delete. 3. Enter the criteria to search the records. ....
Auto response rule in Salesforce
Salesforce Auto Response Rules are used to send emails to Contact on the case or the person who submitted the lead on the web. For Lead, it uses the Email ....
Assignment rule in Salesforce
Create assignment rules to automate your organization’s lead generation and support processes. Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually, captured from ....
How to enable Opportunity split in Salesforce?
1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team. 2. Enable Team Selling. 3. Select the Page Layouts. 4. Go to Setup --> Build --> Customize ....
Opportunity split in Salesforce
With Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created using these information. 1. Go to Setup --> Build --> ....
How to enable Chatter Approvals in Salesforce?
1. Go to Setup --> Build --> Customize --> Chatter --> Settings. 2. Check whether Allow Approvals check box under Approval Posts is checked. 3. Go to Home page by ....