Create Community Styles in a CSS Style Sheet

  1. Open an existing style sheet or create a new style sheet. (See Creating and Using CSS Style Sheets.)
  2. Click Edit Style Sheet Code.
  3. Add a new community style rule by using any of the available Network expressions. You can create both ID styles and class styles. Forexample:#main_content_block { background-color: {!Network.primaryColor}; color: {!Network.primaryComplementColor};}.secondary_content_blocks{ background-color: {!Network.zeronaryColor}; color: {!Network.zeronaryComplementColor};}
  4. Apply the new styles to elements on other pages.

Customize Report

  1. Select either Facebook Posts, Tweets, LinkedIn Posts, Google+ Posts, YouTube Videos, Instagram Posts, or Pinterest Pins.
  2. Click next to All Accounts.Choose one or more social accounts or select all the accounts.
  3. Click Apply.

Schedule a Data Extension Entry Source

  1. When you select Run Once, choose to evaluate contacts on activation or at a specific date and time.
  2. When you select Recurring, specify a start date when contacts enter the journey, how frequently contacts are evaluated for admission, and how many times they’re evaluated.
  3. When you select Automation, the journey evaluates contact records when the corresponding automation, which you choose, completes.

Run a Subset of Activities

  1. To run only the automation activities you select, click Run Once.
  2. Select the activities to run.Tip Click Select All Activities, then deselect theactivities you want to exclude. Selected activities are shown at left.
  3. Click Run.
  4. Confirm that the activities you selected are slated to run and that the desired email addresses appear in Notification Settings.
  5. Click Run Now.

Rich Content Editor

  1. In Community Builder, drag the Rich Content Editor component from the Components panel onto the page.
  2. Add and format text (1), and add links (2), images (3), and YouTube or Vimeo videos (4) directly in the editor.When you add an image to your community for the first time, anasset file is automatically created and stored in the Org Asset Library.Note If public access is enabled in Community Builder at the page or community level, the Let guest users view asset files on public and login pages preference is enabled in Administration | Preferences. This preference remains enabled as long as any page has public access enabled. If you upload images for use on community login pages, be sure that this preference is enabled.Images and videos are supported only in Rich Content Editor components that were added after the Spring ’16 release.

Monitor Your Book of Business with Dashboards

  1. On the navigation menu, click the Dashboards list view.
  2. Click All Folders.Public Dashboards contains:My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.Referrals Dashboards contains:My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  3. Public Dashboards contains:My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.
  4. My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.
  5. My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.
  6. My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.
  7. Referrals Dashboards contains:My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  8. My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.
  9. Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  10. Select a dashboard.To get the latest data, click Refresh.

Supported Editions - Available in Lightning Experience for an extra cost in Professional,Enterprise, and Unlimited Editions

Activate Data Integration Rules

  1. If your users use Salesforce Classic, let them view data and update records manually by adding the Data Integration Rules related list to the page layouts for accounts, contacts, and leads.
  2. Assign object permissions to users.The object permissions required depend on the rule. For details, contact the data service provider.
  3. In Setup, use the Quick Find box to find Data Integration Rules.When a rule is activated, the following happens:When records are created, the rule looks for matches in the data service.On existing records, when users change the value of fields that are used in matching, the records are updated. Except for geocode rules, data integration rules never overwrite your data—data is added only to blank fields.Users can view rule status and update a specific record at any time.When the Update all records option is selected, a rule doesn’t necessarily run immediately after you edit the rule’s field mapping or confidence score. To run the rule immediately, deactivate the rule, change the settings, and reactivate the rule.
  4. When records are created, the rule looks for matches in the data service.
  5. On existing records, when users change the value of fields that are used in matching, the records are updated. Except for geocode rules, data integration rules never overwrite your data—data is added only to blank fields.
  6. Review the rule settings.Update all recordsTo run the rule on new and edited records whenever records are added or edited, deselect this option.To run the rule more frequently, select this option. Rules run under the following conditions.When a rule is activated, it runs on all records.After a rule is activated, it runs on records that are added or edited.After a rule (except a geocode rule) is activated, it runs on all records periodically at the frequency determined by the data service provider.When the following options are selected, they’re applied whether records are updated by therule or by users manually.Bypass triggersTriggers aren’t activated.Bypass workflowsWorkflow rules and workflows created via Process Builder are bypassed.Leave last-modified information unchangedThe values of the LastModifiedById and LastModifiedDate fields on records aren’t updated. The SystemModstamp field is always updated, regardless of this setting.
  7. When a rule is activated, it runs on all records.
  8. After a rule is activated, it runs on records that are added or edited.
  9. After a rule (except a geocode rule) is activated, it runs on all records periodically at the frequency determined by the data service provider.
  10. Review the field mapping for the rule.
  11. Activate the rule.

Build Analytics Dashboards

  1. Create an Analytics Dashboard with a TemplateEach template has a unique layout with empty widgets (widgets without steps), sections, and a color scheme. To populate the widgets with your data, use the widget wizards. To create your own layout, choose the blank template.
  2. Create Dashboard PagesMake the information on a dashboard easier to digest by chunking the content into multiple pages. With pages, you can tell a story by creating a dynamic pathway through your dashboard. Depending on how you lay out your pages, you can create some cool effects as you transition from one page to the next. And because a page has fewer queries, dashboard performance increases.
  3. Add Widgets to the DashboardWidgets are the basic building blocks of a dashboard. In the dashboard designer, you can add different widgets to perform functions. For example, widgets can calculate key performance indicators, filter dashboard results, visualize your data using interactive charts, and show record-level details in tables.
  4. Manage Steps for WidgetsSteps return results that are displayed in widgets. For example, a number widget displays the result of a calculation—that calculation is defined in a step. Steps can query a data source, like a dataset or a Salesforce object. They can also be a static list of user-defined values—a static step. In addition to clipping a lens from an exploration, you can use the following ways to create steps in the dashboard designer: use the widget wizard or create it manually.
  5. Make the Dashboard Widgets InteractiveAnalytics dashboards haveunique features that allow you to make the widgets interactive. For example, widgets in thedashboard can be filtered to show only results for the region that’s selected in a list widget.Or, when the value of a number widget can change to red when it falls below athreshold.
  6. Set Initial Selections and Global Filters in the DashboardSet the initial selections and global filters that appear when the dashboard first opens.To analyze the results from a different angle, the dashboard viewer can change the initialselections and, if configured, global filters while viewing the dashboard.
  7. Generate Unique Analytics Dashboard Layouts for Different DevicesAfter you add widgets to the dashboard, optimize the layout for each device on which the dashboards can be viewed. For example, you can remove widgets from a mobile phone layout to reduce the dashboard size for the smaller screen. You can also move widgets around in one layout and it doesn’t affect the other layouts.
  8. Optimize Dashboard PerformanceBefore you finalize the dashboard, run a performance check on the dashboard and its steps to ensure that everything is running optimally. The dashboard inspector identifies different types of bottlenecks, like query issues and redundant queries, and provides recommendations to improve performance. Because dashboard layouts can contain different widgets (and steps), run the inspector on each layout. If a dashboard contains multiple pages, run the inspector on each page. The inspector provides results only for the current page.
  9. Keyboard Shortcuts for Analytics Dashboards and LensesYou can do some basic actions from your keyboard. The dashboard designer shortcuts vary based on whether you are using the classic designer or dashboard designer.

Supported Editions - Available in Salesforce Classic and Lightning Experience., Available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

Reassign Approvers with Advanced Approvals

  1. From an approval record, click Reassign.
  2. In the Replace With field, enter the name of the new approver.
  3. Click Replace.All related approver rules, assigned approvals, and requested approvals are updatedwith the new approver. Rejected and approved approval records aren’t updated.

Supported Editions - Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later

Create and Manage a Public Calendar or a Resource Calendar in Salesforce Classic

  1. From Setup, enter Public Calendars and Resources in the Quick Find box, then select Public Calendars and Resources.
  2. Click Del next to the name of a calendar.