Enable Files Connect

  1. From Setup, enter Files Connect in the Quick Find box, and selectFiles Connect.
  2. Click Edit, select Enable Files Connect, and click Save.

Find and Create Asset Files in Community Builder

  1. From Community Builder, open the Theme panel and select Images. Click an image icon (1) to open the unified file selector.The file selector displays only image files, so you don’t have to wade through all your files to find your logo or header image. If the image file you want is already an asset file, it’s in the asset library, which is clearly marked by the Org Asset Library badge. Asset files for your Salesforce org and all your Communities are stored in the Org Asset Library, so you don’t need to maintain copies in different places.
  2. Select an existing file or click Upload Image to add a new one.When you add an image to your community for the first time, an asset file is automatically created and stored in the Org Asset Library. Admins have full access to the Org Asset Library and can search for, tag, and subscribe to asset files.

Merge Duplicate Leads in Salesforce Classic

  1. Select a lead record.
  2. Click Find Duplicates.
  3. Select up to three leads in the matching leads list that you want to merge. If you want, enter a new lead name or company and click Search to find another lead to merge. Salesforce performs a phrase search for matches in the Name andCompany fields. It also considers an implied wildcard after any entry. Search results include matches for any fields you enter. For example, you enter BobJones who works at Acme. Search results include anyone named Bob Jones at any company and any lead with Acme as a company.
  4. Click Merge Leads.
  5. Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record. If you have the “Edit Read Only Fields” permission, you can select which read-only fields to retain. Hidden fields don’t appear during the merge process.
  6. Select the fields that you want to retain from each record.
  7. Click Merge.
  8. Click OK.

Enable Cumulative Forecast Rollups in Collaborative Forecasts

  1. From Setup, enter Forecasts Settings in the QuickFind box, then select Forecasts Settings.
  2. Select Enable cumulative forecast rollups, and then save your changes.

Customize Your Tabs in Salesforce Classic

  1. From your personal settings, enter Customize My in theQuick Find box, then select Customize My Tabs. No results? Enter Display in the Quick Find box, then select Change My Display.
  2. If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list. By default, you’ll see the tabs for the selected custom app that are set for your profile.Note The first tab that displays when you select an app may change if youradministrator changes the app’s default landing tab.
  3. If desired, add each tab you want to display and change the display order of the tabs you’ve selected.
  4. Save your changes.

Supported Editions - Salesforce Classic , All editions except Database.com

Restore Connected Accounts in the Salesforce Authenticator MobileApp

  1. From the Let’s Get Started screen, tap Restore from Backup.
  2. When prompted, enter your mobile number and tap Send.
  3. Salesforce Authenticator sends you a text message with a link. Tap the link in the text message.
  4. Authorize your mobile device to open the Salesforce Authenticator mobile app. This process is different on Android and iOS devices.AndroidIf prompted to select which app to open the link with, tap SalesforceAuthenticator from the list.If your web browser opens, tap Open Salesforce Authenticator.iOSWhen asked for permission to open Salesforce Authenticator, tap Open to approve.The Salesforce Authenticator app opens, completing the mobile number verification process.
  5. In the Salesforce Authenticator app, enter your passcode.When you see your Connected Accounts, the restoration process is complete.

Create a Blank Email Double Opt-In Option for a List

  1. Create a subscriber list.
  2. Click the Double Opt-In tab.
  3. Click the Require subscribers to provide confirmation of valid email address checkbox.
  4. Click Select.
  5. Choose the email which contains the double opt-in substitution string %%double_opt_in_url%%.
  6. Select Opt-In Landing Page.
  7. Enter the email address used to receive the blank email double opt-in messages. The reply mail management configuration automatically adds the domain for the email address, and you cannot change this portion of the email address.
  8. Optionally, you can select a Salesforce Marketing Cloud or external opt-in landing page to display to subscribers when that subscriber clicks the double opt-in link URL.

Add a Business to the Map

  1. In the Related Accounts tile of the Household tab, click + AddAccount.
  2. Select the business that you want to relate to the patient. If you can’t find the account name, create an account.
  3. Select the business’s participating role in the account. You can select multiple roles by pressing the Ctrl key while selecting roles.
  4. Don’t edit the patient’s name in the Contact field.
  5. Save your work.

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

Update Salesforce Records from a Flow

  1. Identifies the records to update.
  2. Identifies the new field values for those records.
  3. Saves those changes to the Salesforce database. (In other words, until the changes aresaved to the database, the changes exist only within the flow.)

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

Filter Your Report

  1. On the Reports tab, click a report to open it.
  2. Click Customize.
  3. Click Add and select a Field Filter from the list.A new filter row appears below the other two filters.
  4. Click next to the filter field and select a filter. In our account filter example, you’d select Industry. Which filtersare available in your organization depends on the fields that your administrator set up foraccount records.
  5. Select an operator for the filter and type the filter value in the next field.In our account filter example, you’d select equals and typeBanking.
  6. Click Save.