How to Setup Delegated Administration in Salesforce?
1. Go to Delegated Administration. 2. Click New. 3. Enter Name and click Save. 4. Set the objects, profiles, etc.
Tag: Salesforce Advanced Administrator Exam
Bounce Management in Salesforce
When bounce management is activated and a user sends an email to someone with an invalid email address, the email bounces to salesforce.com and the user is prevented from sending ....
How to set default record type for user instead of profile in Salesforce?
Note: Set Default Record Types will be available only if any object have record types in it. Cheers!!!
Consideration when cloning a product in Salesforce?
The Clone button on a product quickly creates a new product with the same information as the existing product. Cloning products also creates any price book entries in price books ....
Types of tagging available in Library / Workspace / Content in Salesforce
1. Open Tagging 2. Guided Tagging 3. Restricted Tagging Cheers!!!
How are opportunities assigned to territories in Salesforce?
Opportunities are automatically assigned to territories based on the following actions: • Creating a new opportunity Opportunities that you create are automatically assigned a territory when you meet both of ....
Considerations when setting up Salesforce entitlements
Check the below link for setting up Salesforce entitlements. https://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_up.htm&language=en_US To implement Entitlements, below are important steps 1. Enable Service Cloud 2. Choose the Entitlement Model i. Entitlements Only ....
Enable Content Pack Creation Permission in Salesforce Content
If this option is checked, the Create New | Content Pack option displays on the Libraries tab and users can create content packs from any documents or files in their ....
Types of prices in Salesforce
The different types of prices are: Standard Price: The default price you associate with a product, which is automatically included in your Standard Price Book. List Price: The custom price ....
Changing Multiple Leads owner at a time
Change Owner button: Mass Transfer Option: Cheers!!!