1. In Analytics, click the gear icon() and then click Data Manager to open the data manager.The data manager opens in a new browser tab.
2. In the data manager, click the Dataflows & Recipes tab.
3. In the Dataflows & Recipes tab, click the Dataset Recipes subtab.The Dataset Recipes subtab displays a list of your existing recipes.
4. Click Create Recipe.
5. From the list of published datasets, click the one that contains the data you want to prepare. Alternatively, if you have enabled replication, you can click theReplicated tab to select a replication instead.Note Make sure the replication you select has run and completed at least once. You are prompted to enter a name for the recipe.
6. Enter a recipe name and then click Continue.Note The recipe name you enter here is also used for the target dataset name.The dataset recipe page opens, displaying a preview of the data from your selected dataset or replication.

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1. Go to your account’s Tax Exemption Certificates related list and click New TaxExemption Certificate.
2. Provide a name, tax certificate details, and company information for your certificate.
3. Select the Active field.
4. Select the Default field.You can only select the Default field if the certificate is active, and you can only have one default certificate at a time on your account.
5. Click Save.Salesforce CPQ creates the tax exemption certificate for your account. If the certificate is active and default, Salesforce CPQ also changes your account’s Tax-Exempt field from No to Yes.

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Supported Editions - Salesforce CPQ Winter ’18 and later

1. Explore a dataset to get the visualization or table of data you want.
2. Click SAQL mode to view the query's SAQL code.
3. To change the query using SAQL, edit the SAQL and then click Run Query.To work with multiple datasets in explorer simultaneously, reference them in the JSON editor for the currently running lens. Press Ctrl + E or Cmd + E to open the editor, and, use the load statement to load each dataset you want to explore.Query results appear in a table below the SAQL editor.

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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.

1. Click Create and select either a data extension or a list as the destination for your data.
2. Choose the location for the file to import: To import the file from your local machine, click Choose File and select the location for the file. Only files under 20MB can use this option.To import the file from a server, click Select Source and choose From File Location: Enter the filename for the import file.To upload a compressed file, choose Compressed.To upload an encrypted file, choose Encrypted. Provide the settings for the file encryption to use this option.Choose the delimiting character with the Delimiter buttons:CommaTabOther - enter the character used in the accompanying text fieldChoose the appropriate date format in the Date Format dropdown menuYou can upload files larger than 20MB with this option.To import from a data extension, click Select Source and choose From Existing Data Extension. Navigate to the data extension and click Save. Use a sendable data extension within the import definition.
3. To import the file from your local machine, click Choose File and select the location for the file. Only files under 20MB can use this option.
4. To import the file from a server, click Select Source and choose From File Location: Enter the filename for the import file.To upload a compressed file, choose Compressed.To upload an encrypted file, choose Encrypted. Provide the settings for the file encryption to use this option.Choose the delimiting character with the Delimiter buttons:CommaTabOther - enter the character used in the accompanying text fieldChoose the appropriate date format in the Date Format dropdown menuYou can upload files larger than 20MB with this option.
5. Enter the filename for the import file.
6. To upload a compressed file, choose Compressed.
7. To upload an encrypted file, choose Encrypted. Provide the settings for the file encryption to use this option.
8. Choose the delimiting character with the Delimiter buttons:CommaTabOther - enter the character used in the accompanying text field
9. Comma
10. Tab
11. Other - enter the character used in the accompanying text field
12. Choose the appropriate date format in the Date Format dropdown menu
13. You can upload files larger than 20MB with this option.
14. To import from a data extension, click Select Source and choose From Existing Data Extension. Navigate to the data extension and click Save. Use a sendable data extension within the import definition.
15. Select the data extension that receives the imported information in the Destination field.
16. Select how to process the imported information: Add OnlyUpdate OnlyAdd and Update
17. Add Only
18. Update Only
19. Add and Update
20. Select any import options in Import Options: To continue the import process even if that process encounters any bad data in the files, select Skip rows in the import file with bad data.To treat any values between double quotes as text, choose Respect double quotes as a text qualifier.
21. To continue the import process even if that process encounters any bad data in the files, select Skip rows in the import file with bad data.
22. To treat any values between double quotes as text, choose Respect double quotes as a text qualifier.
23. Click Next.
24. Map the attributes in your .csv file to the attributes in your account: Map by Header RowMap by Ordinal To skip the first row when mapping the attributes, choose the Import File has Column Headers checkbox.Map ManuallyMatch the file attributes to the columns in the data extension using the provided dropdown menus
25. Map by Header Row
26. Map by Ordinal To skip the first row when mapping the attributes, choose the Import File has Column Headers checkbox.
27. To skip the first row when mapping the attributes, choose the Import File has Column Headers checkbox.
28. Map ManuallyMatch the file attributes to the columns in the data extension using the provided dropdown menus
29. Match the file attributes to the columns in the data extension using the provided dropdown menus
30. Click Next.
31. Enter a name for the new import definition in the Definition Name field.
32. Note the assigned external key for your new definition in the External Key field. Use the assigned key or manually enter a key of your own. Each import definition must use a unique external key.
33. Enter a brief description of the import definition in the Definition Description field.
34. Enter the pattern used to create the import file in the field. You can either enter a specific file name or use a wildcard to use the most recent version of a file in the import definition. For example, if the filename always includes the most recent date, click Wildcard and add wildcards for the year, month, and day -filename%%Year%%%%Month%%%%Day%%.
35. Enter the information under Import Qualifications: To skip the import process when less than a certain amount of time elapsed since the last import, choose Skip if last export was less than X hours ago. Place your specified number of hours in the text field.To import the most current information possible, choose Fail if file is older that X hours. Place your specified number of hours in the first text field. You can also add a system buffer time in the second text field to give the system time to account for servers in different time zones.
36. To skip the import process when less than a certain amount of time elapsed since the last import, choose Skip if last export was less than X hours ago. Place your specified number of hours in the text field.
37. To import the most current information possible, choose Fail if file is older that X hours. Place your specified number of hours in the first text field. You can also add a system buffer time in the second text field to give the system time to account for servers in different time zones.
38. Enter the email addresses to receive notification when the import completes in the Notifications field. Place either a comma or semi-colon between each email address.
39. Click Create.

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1. From the Behavior dropdown, choose Display in existing window with sidebar.
2. Set the Content Source to URL.
3. Paste this code in the code box, and make sure to remove the line breaks. https://pi.pardot.com/email/create/prospect_email/{!Account.PersonEmail}?sessionid ={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}&contact_id={!Account.Id}
4. Save the button.

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1. From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.
2. Select Notify relevant users in Lightning Experience, the mobile app, and the Field Service Lightning mobile app about updates to work orders and service appointments.
3. Save your changes.

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Supported Editions - Salesforce Classic and Lightning Experience, Field Service Lightning features, managed package, and mobile apps are available in Enterprise, Performance, Unlimited, and Developer Editions. Work orders are also available inProfessional Edition., Field Service Lightning mobile users must have theField Service Mobile user license to access the app.

1. From Setup, enter Outlook Configurations in theQuick Find box, then select OutlookConfigurations.
2. Edit a configuration, and select one of these matching criteria options under Data Settings for contacts.Most recent activity—Choose theSalesforce contact that shows the most recent activity (such as a phone callor email), as shown in the contact’s Activity History related list. Thisoption is the default matching criteria.Last updated—Choose theSalesforce contact that was most recently modified.Oldest—Choose the Salesforce contactthat has the earliest creation date.
3. Most recent activity—Choose theSalesforce contact that shows the most recent activity (such as a phone callor email), as shown in the contact’s Activity History related list. Thisoption is the default matching criteria.
4. Last updated—Choose theSalesforce contact that was most recently modified.
5. Oldest—Choose the Salesforce contactthat has the earliest creation date.
6. Click Save. All changestake effect the next time data syncs for the users in this configuration.

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1. Click New Resource Capacity.
2. Enter a start date and an end date to indicate when the capacity is in effect for the resource. For example, if the capacity represents a six-month contract, enter the contract’s start and end dates.
3. Specify how much the resource can work:Select the Time Period that the capacity is based on: hours, days, or months.For example, if the resource can work 80 hours per month, select Month.If you want the resource’s capacity to be based on the number of hours worked,fill out Hours per Time Period. For example, if the resource can work 80 hours permonth, enter 80. If you want the resource’s capacity to be based on the number of serviceappointments they are assigned to, fill out Work Items per Time Period. Forexample, if the resource can complete 20 appointments per month, enter 20.You must enter a value in at least one of these fields: Hours per Time Period and Work Items per Time Period. If you’re using the Field Service Lightning managed package, capacity must be set in hours, and capacity-based service resources can only be associated with one service territory.
4. Select the Time Period that the capacity is based on: hours, days, or months.For example, if the resource can work 80 hours per month, select Month.
5. If you want the resource’s capacity to be based on the number of hours worked,fill out Hours per Time Period. For example, if the resource can work 80 hours permonth, enter 80.
6. If you want the resource’s capacity to be based on the number of serviceappointments they are assigned to, fill out Work Items per Time Period. Forexample, if the resource can complete 20 appointments per month, enter 20.
7. Click Save. You can set multiple capacities for a resource as long as their start and end dates do not overlap.Important If you aren’t using the Field Service Lightning managedpackage, capacity serves more as a suggestion than a rule. Resources can still beas scheduled beyond their capacity, and you aren’t notified when a resourceexceeds their capacity.

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1. In an Engage column, tap on a post to open the PostInspector.
2. Tap the Macros tab.
3. Tap APPLY next to one or more ofthe macros listed.

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1. In the explorer, click and then select the Geo Map chart type.
2. To select the map type in the chart properties, click .The map type depends on the region that you want to show in the map. For example, if your flights are only in the Unitied States, select US States.
3. In the Locations field, select the location field that determines where to add bubbles. For example, select the Airport field.
4. In the Latitude and Longitude field, add two measures: the first contains average latitude coordinates and the second contains average longitude coordinates.Tip If you’re adding measures in a SAQL query, add the latitude and longitudemeasures first, and then any other measures.
5. In the Bubble Size field, add a measure that determines the bubble size, such as sum of flights.
6. In the Bubble Color field, add a measure that determines the color, such as sum of passengers.
7. To make additional changes, such as setting the colors of the geo map chart bubbles, set the chart properties in the Formatting panel.

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