1. Enter a name for this action.This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
2. For Email Alert, type two or more letters to search for the email alert that you want to use to send an email.
3. Save the action.

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1. Identify the permission that requires the permission set license you want toremove.
2. Make sure that permission isn’t assigned to the user through a permission set. Youcan do that in one of these ways.Remove the permission from the permission sets assigned to the userRemove the permissionset from the user’s assigned permission sets
3. Remove the permission from the permission sets assigned to the user
4. Remove the permissionset from the user’s assigned permission sets
5. From Setup, enter Users in the QuickFind box, then select Users.
6. Click the name of the user whose permission set license you want to remove.
7. In the Permission Set License Assignments related list, clickDel next to the permission set license that you want toremove, and then click OK.

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1. From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
2. Click on the Metric object.
3. Click the Enable Feed Tracking checkbox.
4. Select the fields you would like to track.Tip For metrics, it’s helpful to track Comment, Completion Date, Current Value,Due Date, Goal, Initial Value, Owner Name, Status, Target Value, and All RelatedObjects.
5. Click Save.

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1. Subscribe to and map all published objects.
2. If needed, edit the objects’ subscribed fields.

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1. From Setup, click Company Profile | Fiscal Year.
2. Click a defined fiscal year name to review the details. Close the fiscal year preview tocontinue.
3. Click Edit for the fiscal year youwant to edit.
4. Change the Fiscal Year Start Date, the Fiscal Year Name, Description, or Week Start Day.Sometimes changing the Fiscal Year Start Date causes this fiscal year to overlap with the previous fiscal year or create a gap between the fiscal years. In this case, the end date of the previous fiscal year is changed to the day before the start of this fiscal year.If changing the end date causes this fiscal year to overlap the next fiscal year, or create a gap between the fiscal years, the start date of the next fiscal year changes to the day after the end of this fiscal year.Note You can’t change the start or end date of a fiscal year if that causes it to overlap with a fiscal year that is defined using a Gregorian year template.Warning If you change the start or end date of any quarter, period, or week, you lose all forecast data that are within that date range, including quotas, forecast history, and forecast adjustments. It also includes all forecasts for date ranges automatically adjusted as a result of that change and end or start date changes resulting from inserting or deleting periods.
5. Click Preview.
6. Review the fiscal year definition. If it is correct, close the preview and click Save to save your fiscal year. To make more detailed edits, see Customize the Fiscal Year Structure.Note The default label values for the fiscal year periods determine the fiscal year period labels for forecasting and reporting, unless you specify them. To change them, see Customize the Fiscal Year Labels.

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1. Complete Your Chatter ProfileYour profile communicates who you are to your coworkers and the patients you communicatewith. It features your photo and basic information like your professional title and contactdetails. Set up your Chatter profile soonafter you begin using Chatter, and makesure to keep it up to date. Your patients will appreciate it!
2. Create PatientsWhen you select a patient name from the EHR system, Salesforce creates all the recordsand objects you need to start managing that patient.
3. Manage Your Patient ListsYou can create your own list of patients based on things like shared conditions, commonprotocols, or other similarities that are important to managing their care. We’ve made it easy tobreak up your master patient list into smaller, more manageable lists.
4. Create a Patient List with Einstein AnalyticsUse the intuitive Einstein Analytics for Health Cloud app to create a patient list and export it to the Health Cloud console. Once in the console, you can use these highly segmented lists to more effectively manage patients.

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Supported Editions - Health Cloud is available in Salesforce Classic and LightningExperienceEnterprise, Performance, and UnlimitedEditions

1. On the Gantt, select the appointment(s) whose status you want to change. You can select more than one service by holding CTRL / CMD while clicking on service appointments.
2. Right-click on the selection to display the Gantt actions.

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1. Select Templates from the menu of workspace settings.
2. Select Manage Templates in the Templates block from the Workspace Settings Summary.

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1. Create a new journey.
2. Click .
3. Select No re-entry, Re-entry at any time, orRe-entry only after exiting.Note Journey Builder verifies that a contact is unique by checking its contact key.
4. Click Done.

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1. From Setup, enter Territory Models in theQuick Find box, then select TerritoryModels.
2. Find the model in the list. Check the value in the State column to make sure that the model is in thePlanning orArchived state.
3. Click Del.
4. Later, check your email for confirmation that the deletion process is complete.

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