1. Prepare Reporting SnapshotsTo set up a reporting snapshot, you need a source report and a target object with fields to contain the data in the source report.
2. Define a Reporting SnapshotAfter you create a source report, target object, and target object fields, you can define your reporting snapshot. You define a reporting snapshot by naming it and choosing the source report that will load report results into the target object you specify when the reporting snapshot runs.
3. Map Reporting Snapshot FieldsAfter you create a source report, target object, target object fields, and define your reporting snapshot, you can map the fields on your source report to the fields on your target object. You map source report fields to target object fields so that when the report runs, it automatically loads specific target object fields with data from specific source report fields.
4. Schedule and Run a Reporting SnapshotAfter you create a source report, target object, target object fields, define your reporting snapshot, and map its fields, you can schedule when it runs. You can schedule a reporting snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it.
5. Manage Reporting SnapshotsAfter you set up a reporting snapshot, you can view details about it and edit and delete it. From Setup, enter Reporting Snapshots in the Quick Find box, then select Reporting Snapshots to display the Reporting Snapshots page, which shows the list of reporting snapshots defined for your organization.
6. Troubleshoot Reporting SnapshotsThe Run History section of a reporting snapshot detail page displays if a reporting snapshot ran successfully or not. When a reporting snapshot fails during a scheduled run, the failure is noted in the Result column. To view the details of a run, click the date and time of the run in the Run Start Time column.

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Supported Editions - both Salesforce Classic and Lightning Experience, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

1. Click Subscribers.
2. Click Data Extensions.
3. Under Actions click Send. The send option only displays for sendable data extension. To determine if a data extension is sendable, check the Sendable column on the data extension grid or check the Used For Sending field on the data extension properties.
4. Click Next.
5. Select the email to send.
6. Click Next.
7. Choose Recipients Dialog Box - the lists previously selected will already be checked. Optional, you can add or remove groups and lists in this step. Select the target recipients you wish to send the email to. Can you send to lists or group, or data extensions with an associated publication list, or an Audience with an associated publication list, or a Data Filter with an associated publication list. Depending on the features enabled you may see different options. We recommend sending to a maximum of 50 lists. If you exceed that number you may have trouble viewing tracking for that send. When sending to data extensions or an audience check, De-duplicate subscribers by email address you do not want subscribers to receive multiple emails.
8. Select the target recipients you wish to send the email to. Can you send to lists or group, or data extensions with an associated publication list, or an Audience with an associated publication list, or a Data Filter with an associated publication list. Depending on the features enabled you may see different options. We recommend sending to a maximum of 50 lists. If you exceed that number you may have trouble viewing tracking for that send. When sending to data extensions or an audience check, De-duplicate subscribers by email address you do not want subscribers to receive multiple emails.
9. Click Next.
10. Choose Excludes and Suppressions Dialog Box This box allows you to refine your recipients and is an optional step depending on your business needs. This option is only used when some subscribers are selected as recipients but you do not want to send to them. Any recipient that is listed as a target audience and listed on an exclude or suppression list will not get the email. Select the subscribers to exclude or suppression from this send. This box allows you to refine your recipients and is an optional step depending on your business needs. This option is only used when some subscribers are selected as recipients but you do not want to send to them. Any recipient that is listed as a target audience and listed on an exclude or suppression list will not get the email. Select the subscribers to exclude or suppression from this send.
11. This box allows you to refine your recipients and is an optional step depending on your business needs. This option is only used when some subscribers are selected as recipients but you do not want to send to them. Any recipient that is listed as a target audience and listed on an exclude or suppression list will not get the email.
12. Select the subscribers to exclude or suppression from this send.
13. Click Next.
14. Send Options Dialog Box Subject - Select the Insert Dynamic Content icon next to the subject line to send a dynamic subject email. Select the Insert Personalization icon to add personalization to the subject line. Preheader - Preheader is text displayed after the subject line when an email is previewed. The preheader can be modified in email properties. From Options: If to choose a specific email address from which you want to send the email message,click the top radio button next to Use the following from name and address. Select the fromname and address in the drop-down menu. If to use a send classification, click the radio button next to Select a sendclassification and select the send classification from the drop-down menu. Override sender profile with: - Determines whether theinteraction uses a different sender profile than what is specified on the sendclassification. If you select this checkbox, you must select a sender profile to use. Override delivery profile with: - Determines whether theinteraction uses a different delivery profile than what is specified on the sendclassification. If you select this checkbox, you must select a delivery profile to use. Ifthese options are not available in your account contact your account representative to haveit enabled. Send Options: Allows you to select Send as Multipart MIME. The system sendsboth the HTML and Text version of the email, including the text version you have created,and whichever version is accepted by the subscriber's email client is delivered. IfMultipart MIME is not enabled in your account contact your account representative to haveit enabled. Allows you to select Track all links found within this email. Ifyou select this checkbox, the system collects tracking on the links. Allows you to select to Suppress this send from reports. If youselect this checkbox, the email is sent to the designated list without the job appearing inreports. The job is automatically added to the Test Send Emails folder. Allows you to select Enable send logging to a data extension. IfSend Logging is not enabled in your account representative to have it enabled. Allows you to select the Tracking Destination folder. If youselect a predefined folder, the job will automatically be placed in that folder at the timeof send. Testing Options - If this feature is enabled in your account, the Email Send Wizard includes an option labeled Send All Emails to. An email is generated for each subscriber and delivered to a single test address that you specify. The key benefit of this option is that you are able to see exactly how each email looks to each subscriber. If you used personalization strings or dynamic content in the email, each email contains the data specific to the targeted subscriber. Emails that you send to a test list or via the Email Send Wizard's test option are charged to your account in the same way as any emails that you send to your subscribers. Keep in mind that the test email address receives as many email messages as there are subscribers on the list or group selected. If the lists and groups you select contain many subscribers, using this feature may not be a feasible option contact your account representative to have it enabled.
15. Subject - Select the Insert Dynamic Content icon next to the subject line to send a dynamic subject email. Select the Insert Personalization icon to add personalization to the subject line.
16. Preheader - Preheader is text displayed after the subject line when an email is previewed. The preheader can be modified in email properties.
17. From Options: If to choose a specific email address from which you want to send the email message,click the top radio button next to Use the following from name and address. Select the fromname and address in the drop-down menu. If to use a send classification, click the radio button next to Select a sendclassification and select the send classification from the drop-down menu. Override sender profile with: - Determines whether theinteraction uses a different sender profile than what is specified on the sendclassification. If you select this checkbox, you must select a sender profile to use. Override delivery profile with: - Determines whether theinteraction uses a different delivery profile than what is specified on the sendclassification. If you select this checkbox, you must select a delivery profile to use. Ifthese options are not available in your account contact your account representative to haveit enabled.
18. If to choose a specific email address from which you want to send the email message,click the top radio button next to Use the following from name and address. Select the fromname and address in the drop-down menu.
19. If to use a send classification, click the radio button next to Select a sendclassification and select the send classification from the drop-down menu.
20. Override sender profile with: - Determines whether theinteraction uses a different sender profile than what is specified on the sendclassification. If you select this checkbox, you must select a sender profile to use.
21. Override delivery profile with: - Determines whether theinteraction uses a different delivery profile than what is specified on the sendclassification. If you select this checkbox, you must select a delivery profile to use. Ifthese options are not available in your account contact your account representative to haveit enabled.
22. Send Options: Allows you to select Send as Multipart MIME. The system sendsboth the HTML and Text version of the email, including the text version you have created,and whichever version is accepted by the subscriber's email client is delivered. IfMultipart MIME is not enabled in your account contact your account representative to haveit enabled. Allows you to select Track all links found within this email. Ifyou select this checkbox, the system collects tracking on the links. Allows you to select to Suppress this send from reports. If youselect this checkbox, the email is sent to the designated list without the job appearing inreports. The job is automatically added to the Test Send Emails folder. Allows you to select Enable send logging to a data extension. IfSend Logging is not enabled in your account representative to have it enabled. Allows you to select the Tracking Destination folder. If youselect a predefined folder, the job will automatically be placed in that folder at the timeof send.
23. Allows you to select Send as Multipart MIME. The system sendsboth the HTML and Text version of the email, including the text version you have created,and whichever version is accepted by the subscriber's email client is delivered. IfMultipart MIME is not enabled in your account contact your account representative to haveit enabled.
24. Allows you to select Track all links found within this email. Ifyou select this checkbox, the system collects tracking on the links.
25. Allows you to select to Suppress this send from reports. If youselect this checkbox, the email is sent to the designated list without the job appearing inreports. The job is automatically added to the Test Send Emails folder.
26. Allows you to select Enable send logging to a data extension. IfSend Logging is not enabled in your account representative to have it enabled.
27. Allows you to select the Tracking Destination folder. If youselect a predefined folder, the job will automatically be placed in that folder at the timeof send.
28. Testing Options - If this feature is enabled in your account, the Email Send Wizard includes an option labeled Send All Emails to. An email is generated for each subscriber and delivered to a single test address that you specify. The key benefit of this option is that you are able to see exactly how each email looks to each subscriber. If you used personalization strings or dynamic content in the email, each email contains the data specific to the targeted subscriber. Emails that you send to a test list or via the Email Send Wizard's test option are charged to your account in the same way as any emails that you send to your subscribers. Keep in mind that the test email address receives as many email messages as there are subscribers on the list or group selected. If the lists and groups you select contain many subscribers, using this feature may not be a feasible option contact your account representative to have it enabled.
29. Click Next.
30. Schedule Send Dialog Box Send Email - This box allows you to select whether to send your email Immediately or Later. If you choose Later, you can select the date and time of the send. Send Throttling - Send Throttling allows you to select a range of hours during which you want to send your email. A Start and End time required. You can also specify how many emails you want to send per hour during that time. Contact your account representative to have it enabled.The system sends emails during the hours you specify every day(starting the day you send the email) until all the emails are sent. When using SendThrottling, you should not schedule the email in the upper half of the dialog box. Sendthrottling overrides scheduling, but scheduling the email can corrupt the send throttleprocess. It's imperative that you either schedule the email to send in the future or selectthe Send Throttle checkbox. The system begins processing the email send job at thestart time you specify. The send is not spread evenly between the start and end times. Thesystem continues sending during the specified time range until the send is complete or the endtime you specified is reached, whichever comes first. If the end time is reached before thesend is complete, the system will continue the send the next day at the same start time. Thisprocess continues until the send is complete. You can use Send Throttling for thefollowing reasons: To control inbound traffic to a website, meaning, the interest generated by email may result in server crashes due to too many people visiting. To limit the number of emails sent to a particular domain each hour.
31. Send Email - This box allows you to select whether to send your email Immediately or Later. If you choose Later, you can select the date and time of the send.
32. Send Throttling - Send Throttling allows you to select a range of hours during which you want to send your email. A Start and End time required. You can also specify how many emails you want to send per hour during that time. Contact your account representative to have it enabled.
33. To control inbound traffic to a website, meaning, the interest generated by email may result in server crashes due to too many people visiting.
34. To limit the number of emails sent to a particular domain each hour.
35. Click Next.
36. Confirm Send Dialog Box This box allows you to review the summary of your email's information before sending. If there are validation errors, you see the Validations errors dialog box.
37. After verifying all the information is correct, select the This information iscorrect check box and click Send.

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1. At minimum, configure these areas of the Admin tab.Timezone and Date FormatPhysical AddressSecurity SettingsUsersHeaders and FootersBrandBuilderSend ClassificationsReply Mail ManagementURL Expiration
2. Timezone and Date Format
3. Physical Address
4. Security Settings
5. Users
6. Headers and Footers
7. BrandBuilder
8. Send Classifications
9. Reply Mail Management
10. URL Expiration
11. Administrators of Enterprise 2.0 accounts also configure these areas.Business UnitsRoles
12. Business Units
13. Roles

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1. Click + Add New.
2. Search for the social account.If the social account is already registered in Social Studio, you can add it. If the social account is not register, connect the new social account.
3. Select the account and click Add SocialAccounts.

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1. Open your .csv file in Microsoft® Excel®.
2. In each cell in which you entered dates, add hour data to representthe native time zone. For example, if the date is June 9, 2011 andthe time zone is GMT+8, enter June 9, 2011 8:00. Excel will reformat this to 6/9/2011 8:00.
3. Right-click the cell in which you entered dates, and click Format Cells.
4. Click Number | Custom.
5. In Type, enter yyyy-mm-ddThh:mm:ss.sssZ. For example, if the cell was 6/9/2011 8:00, it’s now 2011–06–09T08:00:00.00Z.

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1. In Setup, enter Profiles in the Quick Find box, then selectProfiles.
2. Click the name of the profile to which you want to give access to statuses.Don’t click Edit next to the profile name. If you do, you won’t see the correct page section where you can enable statuses.
3. In the Enabled Service Presence Status Access section, click Edit.
4. Select the presence statuses that you want to associate with the profile.Agents who are assigned to this profile can sign in to Omni-Channel with any of the presence statuses that you make available to them.
5. Click Save.

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1. From Setup, click Company Profile | Fiscal Year.
2. Click Edit for the fiscal year youwant to edit.
3. If it is not already expanded, expand the Advanced Customization section.
4. Choose the length from the Duration drop-down listfor the fiscal week.Note To change the duration of a fiscal period or quarter, insert or delete weeks, or change the length of weeks that compose the period or quarter.

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1. Access Admin settings.
2. Click Manage in the Topic Profiles block.
3. Select the topic profile.
4. Click the Info tab in the Edit Topic Profile inspector.
5. Click Change next to the topic profile owner.
6. Select the new owner.
7. Click Apply .

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1. In Analytics, click the gear icon() and then click Data Manager.The data manager opens on the Monitor tab.
2. Click the Dataflows subtab (1).
3. Click to see the latest status of a job.Each job can have one of these statuses.StatusDescriptionRunningThe job is running.FailedThe job failed.SuccessfulThe job completed successfully.WarningThe job completed successfully, but some rows failed.
4. If the dataflow job fails, expand the job node (2) and review the run-time details for every transformation that was processed.
5. If an error log is available for a node, click the download log button (3) to download a CSV file containing the failed rows.Note Error logs display the data from rows that have failed to load. To maintain datasecurity and prevent unauthorized access to this data, only the dataflow owner or userswith the View All Data permission can download an error log.
6. If there’s a problem with the dataflow logic, edit the dataflow and then run it again.

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1. Respond to a notification from Salesforce Authenticator by opening the app on your mobile device.The app displays details of your account activity, including your username, the service you’re trying to access (such as Salesforce), and information about the device used for the activity. If location services are enabled and available, the app shows your current location. Owing to the nature of geolocation technology, the accuracy of geolocation fields (for example, street address, country, city) can vary.
2. Check the details.
3. If you recognize the details, and you’re in a location you trust, like your office or home, switch on Always verify from here.
4. Tap Approve.In Salesforce, you’re logged in or granted access to the desired resource. The next time you take the same action from the same location, the Salesforce Authenticator app automatically verifies the activity for you. You need your mobile device with you, but you don’t have to respond to an app notification.

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Supported Editions - Salesforce Authenticator setup available in: both Salesforce Classic and Lightning Experience, Two-factor authentication with Salesforce Authenticator available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions