1. Navigate to the resource that needs a skill assigned.
2. In the Skills related list, click New Service Resource Skill.
3. Select a skill. Skills must be created before they can be assigned to a resource; to learn how, see Create Skills.
4. Enter a skill level from 0 to 99.99 based on how your business measures skill level.
5. Enter a start date and, if needed, an end date. For example, if a technician must be recertified in a particular skill every six months, you can enter an end date that’s six months later than the start date.
6. Click Save. The resource’s skill now appears in their Skills related list.

---

1. From Setup, in the Quick Find box, enter Platform Encryption, and then select Key Management.
2. Select Search Index from the picklist.
3. Select Generate Tenant Secret.This new tenant secret encrypts only the data stored in search index files.
4. From Setup, in the Quick Find box, enter Platform Encryption, and then select Encryption Policy.
5. Select Encrypt Search Indexes.Your search indexes are now encrypted with the active Search Index tenant secret.

---

1. Open the story.
2. Click Refresh Story.The Create a New Story with Updated Data window opens.
3. In the New Story Name field, type a name for the story.
4. The Data Source section tells you what kind of data the story uses. If the story uses data from Salesforce, it will automatically refresh the data. If the story uses data from a CSV file, click the Select CSV from your computer button. Expand the Data Requirements section to view the column names that must be present in your CSV file.
5. Click Create New Story.Note: The add derived column, add column from lookup table, and grouped table datatransformations will not be automatically applied.

---

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. From the management settings for the object whose field history you want to track, go to the fields area.
2. Click Set History Tracking.Tip When you enable tracking for an object,customize your page layouts to include the object’s history related list.
3. For accounts, contacts, leads, and opportunities, select the Enable AccountHistory, Enable Contact History, Enable LeadHistory, or Enable Opportunity History checkbox.
4. Choose the fields you want tracked.You can select a combination of up to 20 standard and customfields per object. For accounts, this limit includes fields for both business accounts and person accounts..Certain changes, such as case escalations, are alwaystracked.You can’t track the following fields:Formula, roll-up summary, or auto-number fieldsCreated By and Last Modified ByExpected Revenue field on opportunitiesMaster Solution Title or the Master Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.
5. Formula, roll-up summary, or auto-number fields
6. Created By and Last Modified By
7. Expected Revenue field on opportunities
8. Master Solution Title or the Master Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.
9. Click Save.Salesforcetracks history from this date and time forward. Changes made prior to this date and timeare not included.

---

1. From Setup, enter Manage Divisions in the Quick Find box, then select Manage Divisions.
2. To create a division, click New, or Edit change an existing division.
3. Enter the division name.
4. To make the division active, select the checkbox.Note You can’t deactivate a division if users or lead queues are assigned to thatdivision.
5. Click Save.
6. To change the order that divisions appear in the Divisions picklist, clickSort. Then to use the arrow buttons to move divisions higher or lower in the list.

---

1. Do one of the following:If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Classic Email Templates.If you don’t have permission to edit public templates,go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever oneappears.
2. If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Classic Email Templates.
3. If you don’t have permission to edit public templates,go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever oneappears.
4. Click New Template.
5. Choose Visualforce and click Next.You can’t send a massemail using a Visualforce email template.
6. Choose a folder in which to store the template.
7. To make the template available for use, select theAvailable For Use checkbox.
8. Enter a name in Email Template Name.
9. If necessary, change the Template Unique Name. This unique name refers to the component when you use the Lightning Platform API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization.
10. If desired, choose a different character set from theEncoding dropdown list.
11. Enter a description for the template. Both template name and description are for your internal use only.
12. Enter a subject line for your template in Email Subject.
13. In the Recipient Type dropdown list, select the type of recipient to receive email created from the template.
14. If desired, in the Related To Type dropdown list, select the object from which the template retrieves merge field data.
15. Click Save.
16. On the View and Edit Email Templates in Salesforce Classic page, click Edit Template.
17. Enter markup text for your Visualforce email template.Note If you are including animage, we recommend uploading it to the Documents tab to reference the copy of the imageon our server. For example:
18. To specify the version of Visualforce and the API used with this email template, clickVersion Settings. If you’ve installed managed packages from the AppExchange, you can also specify which version of each managed package to use with this email template. Generally, use the default value for all versions, to associate the email template with the most recent version of Visualforce, the API, and each managed package. To maintain specific behavior, you can specify an older version of Visualforce and the API. To access components or functionality that differ from the most recent package version, you can specify an older version of a managed package.
19. To view the details of the template, click Save. To continue editing your template, click Quick Save. Your Visualforce markup must be valid before you can save your template.Note The maximum size of a Visualforceemail template is 1 MB.You can’t send a massemail using a Visualforce email template. The {!Receiving_User.field_name} and {!Sending_User.field_name} merge fields work only for mass email and list email and are unavailable in Visualforce email templates.

---

1. Choose a Report TypeThe report type you choose determines which records and fields appear in your report. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Type.
2. Choose a Report FormatA report can use the tabular, summary, matrix, or joined format. Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively.
3. Group Your Report DataGroup data in columns or rows in summary, matrix, and joined reports to display meaningful information. For example, group opportunities by Close Date to see closed opportunities or group cases by product to see the number of cases for each product. You can have groupings inside groupings.
4. Keep Working While Your Report Preview LoadsFor most actions, you can continue working on your report while the preview loads. For example, when editing a report you can drag multiple fields into the report, then create a grouping while those columns load.
5. Customizing Reports Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.
6. Report FieldsThe Fields pane displays fields from theselected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.
7. Summarize Your Report DataA summary field contains numeric values for which you want to know the sum, the average, or the highest or lowest. Summary fields show at all grouping levels. In summary and matrix reports, they also appear at the grand total level.
8. Subtotal Report ResultsSubtotaling your reports gives you a tool to analyze trends in the data. You can group sets of information, sort the groupings, and compare subtotals for each set against the overall total. In summary and joined reports, you can also subtotal by multiple fields to give you cascading sets of information.
9. Smart Totaling in Reports“Smart” totaling means that duplicate data is counted only once in any subtotal or total. Salesforce uses “smart” totaling when you run reports that include duplicate data in any of the columns chosen for summing or averaging.
10. Save Your ReportClick Save to update an existing report with recent changes, or Save As to clone the original report without changing it. In Lightning Experience, click Clone to clone the report.
11. Show Report Data GraphicallyTo help readers understand your data quickly and easily, show the data in chart form. Charts appear just above the report table. They can help users get a feel for the data before they delve into the details. Use line charts to track changes over time, or a bar or pie chart to compare values at a point in time. Charts can also appear in dashboard components.
12. Show Report Data in TablesTo help readers scan for data easily, try hiding details and ranges, limiting the number of results shown, and highlighting with color. You can also show your table in a dashboard component.

---

1. Select the Article Type Filter component in the page you’re configuring. There are no properties to set for this component.

---

1. Open the Macros widget.
2. Click the macro that you want to clone.
3. If you are using the Macros widget, click the View Detail icon().
4. Click Clone.
5. In the Macro Name field, enter a unique name for the macro.
6. Optionally, modify the instructions for the macro. You can also modify the instructions at another time.
7. Click Save.

---

Supported Editions - Salesforce Classic , Professional, Enterprise, Performance,Unlimited, and Developer Editions

1. Enter your search terms in the header searchbox.
2. Select Search Options... from the dropdown and selectDocuments to narrow your search results.
3. Click Search.

---