Set Field Level Security to Enable Creation of an Analytics Template

  1. Step 1. Go to Salesforce Setup and enter the name of the object whosefield-level security you need to edit in the Quick Find/Searchbox and hit Enter.
  2. Step 2. Click the name of the object.
  3. Step 3. The next window shows all the fields for the object. Go to the one(s)where you need to edit field-level security.
  4. Step 4. Look for the Analytics Cloud Integration User, check the box(es) forthe required fields under Visible, and click Save.
  5. Step 5. Look for the Analytics Cloud Integration User, check the box(es) forthe required fields under Visible, and click Save.
  6. Step 6. Repeat Steps 2 through 5 for all objects with fields you want touse.
  7. Step 7. Refresh your browser cache.

Enable Contact Delete

  1. In Contact Builder, click Contacts Configuration.
  2. Click Enabled in the Contact Delete section.
  3. Click Manage Settings.
  4. Enter the length of the suppression period in days. This setting defaults to 14 days.
  5. Click Save.

Set Initial Global Filters in the Dashboard

  1. While editing the dashboard, select the global filter widget panel.
  2. In the panel widget, select the filter that you’d like to change.
  3. Make the change and then click Apply.
  4. Save the dashboard.

Create a Partner Fund Allocation

  1. Click the App Launcher and enter Allocation in the Find an app or item box.
  2. Select Fund Allocation.
  3. Click New and enter the name, budget, channel partner, and amount.
  4. Save the allocation.

Set the Fiscal Year

  1. Back up your current data and export it into a set of comma-separated values (CSV) files.Tip Run a data backup export because changing the fiscal year causes fiscal periods to shift. This change affects opportunities and forecasts organization-wide.
  2. From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year.
  3. Select Standard Fiscal Year or Custom Fiscal Year. To create a standard fiscal year, choose the start month. Then specify whether the fiscalyear name is based on the year in which it begins or ends.If you want to apply the new fiscal year settings to your existing forecasts and quotas, select Apply to All Forecasts and Quotas. Whether this option is available depends on your forecast settings.To create a custom fiscal year, click Enable Custom Fiscal Years,click OK, and define your fiscal year. See Define a Custom Fiscal Year.Warning Custom fiscal years cannot be disabled once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material. Do not enable custom fiscal years unless you understand and are prepared for all the implications. For detailed information on the impact, see Define Your Fiscal Year.
  4. To create a standard fiscal year, choose the start month. Then specify whether the fiscalyear name is based on the year in which it begins or ends.If you want to apply the new fiscal year settings to your existing forecasts and quotas, select Apply to All Forecasts and Quotas. Whether this option is available depends on your forecast settings.
  5. To create a custom fiscal year, click Enable Custom Fiscal Years,click OK, and define your fiscal year. See Define a Custom Fiscal Year.Warning Custom fiscal years cannot be disabled once enabled. Enabling custom fiscal years has impacts on your reports, forecasts, quotas, and other date-sensitive material. Do not enable custom fiscal years unless you understand and are prepared for all the implications. For detailed information on the impact, see Define Your Fiscal Year.
  6. Click Save.

Configure OpenID Connect Settings for Single Logout Where SalesforceIs the Relying Party

  1. In Setup, enter Auth. Providers in the QuickFind box, then select Auth. Providers.
  2. Next to the auth provider that you want to configure for SLO, clickEdit.
  3. Under Auth. Provider Edit, enter the logout endpoint from the authentication provider in Custom Logout URL. With this endpoint, Salesforce can initiate SLO. The Custom Logout URL must be an absolute URL and start withhttp:// or https://.
  4. Click Save.
  5. Provide your authentication provider with the Salesforce SLO endpoint. With this endpoint, the authentication provider can initiate SLO. It’s the Single Logout URL found under Salesforce Configuration on the Auth. Provider detail page. The format for the endpoint ishttps://.my.salesforce.com/services/auth/rp/oidc/logout, where is your org’s My Domain name.

Configure Push Notifications for a Salesforce Console in Salesforce Classic

  1. From Setup, enter Apps in the Quick Find box, then select Apps.
  2. Select a console app, and click Edit.
  3. In Choose How Lists Refresh, select when push notifications appear.Note If you don’t see this option, enable Streaming API in yourorg.OptionDescriptionNoneLists don’t refresh and push notifications don’t appear.Refresh ListThe entire list refreshes when there are any changes to it. Records are added or removed from the list based on the list’s criteria, but new records added to queues only refresh the record owner’s list.Refresh List RowsRows in the list refresh when there are any changes to fields selected for push notifications.
  4. In Choose How Detail Pages Refresh, select when push notifications appear.OptionDescriptionDo Not RefreshDetail pages don’t refresh and push notifications don’t appear.Automatically RefreshThe detail page automatically refreshes when a record is changed.FlagA message appears on the detail page when a record is changed.
  5. Click Select objects and fields for notifications, and selectEdit. The push notification settings you choose here apply to all your console apps.
  6. Select the objects that you want to trigger push notifications. For example, if you want any changes to cases or case fields to trigger push notifications, move Cases from Available Items to Selected Items.
  7. Under Fields, click Edit and choose the fields you want to trigger push notifications.
  8. Click OK, then select Save.
  9. Grant push notification users at least the “Read” permission on the Push Topics standard object. See User Permissions and Access.

Import Translated Content

  1. On the left sidebar, click | Languages.
  2. Click Import Translation.
  3. Drag and drop or browse to select a translated .xml file.A message appears to indicate whether the content was imported successfully, unless the file is over 1 MB. In that case, you’ll receive an email when the import process finishes.

Passing Record IDs to an External System

  1. Create a Visualforce page that uses the GETRECORDIDS function to retrieve a list of selectedrecords:Note Replace www.yourwebsitehere.com with your own URL.
  2. Define a button for accounts with the following attributes.Display Type─List ButtonNote Select Display Checkboxes (for Multi-Record Selection) so users can select multiple records in the list before clicking the button.Behavior─Display in existing window with sidebarContent Source─Visualforce PageSelect the Visualforce page you created in the first step.
  3. Display Type─List ButtonNote Select Display Checkboxes (for Multi-Record Selection) so users can select multiple records in the list before clicking the button.
  4. Behavior─Display in existing window with sidebar
  5. Content Source─Visualforce Page
  6. Select the Visualforce page you created in the first step.
  7. Add the button to the appropriate page layout or list view layout.

Link to Profile and Subscription Center in HTML Paste Email

  1. In the text box, place your cursor where you want the link to appear.
  2. From the Email Tools drop-down list, choose Profile Center(Required). If you're creating a link to the Subscription Center, choose Unsubscribe Center.
  3. Click the Insert button beside the Email Tools field. A hyperlink to the Profile Center or Subscription Center is inserted at your cursor location.
  4. Click Save in the email editor workspace to save your changes and preview the email (after saving, the application automatically switches to View HTML Version view).Note The default text associated with the link is "Update Profile" or"Unsubscribe." You can adjust this text as desired within the HTMLcode.