1. To open the Streams home page, go to the Chatter home page and click the Streamsheading.
2. To open the New Stream dialog (2), click New.
3. Enter a name for your stream.
4. In the Records to Follow field, click the down arrow (3) and choose a type of feed you want to add to your stream.
5. When you’ve made a selection, click in Records to Follow again to search for the selected type of feed (4).
6. Select a listed feed.Repeat steps 3 through 5 until you have all the feeds (up to 25) that you want in this stream (5).Note You can add up to 25 unique record, group, and profile feeds to a stream. Ifyour access to any of the 25 is removed, the removed entity is still counted as part of the25. You can't replace it with something else.To include a person account in your stream, add it as an Account in the Include in Stream field. If you add a person account as a Contact, the related feed posts don’t appear.
7. Set up notifications for this stream by selecting either Every Post or Never (6). Every Post gives you email and in-app notifications whenever a new post is added to the stream. Never turns off notifications for this stream.
8. To save your selections, click Save.
9. To save your stream, click Save again.Your stream is listed in the left column on the Chatter home page, under Streams (7). To open the stream, click its name.Note If your stream isn’tlisted on the Chatter home page, click the Streams heading to go to the streams home page. Allthe streams that you created are listed there.

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Supported Editions - Essentials, Group,Professional, Enterprise, Performance,Unlimited, Contact Manager, and Developer editions

1. Create or edit a dashboard.
2. Add a new Lightning table by clicking + Component and choosing , or edit an existing one by clicking the pencil icon () on the table.
3. From Add group..., select a field to group by.You can group the table by any field from the source report type, so you can group by a field even if it isn’t part of the report.
4. To add a measure column, choose a field from Add measure column....Add up to 10 measure columns. Remember, you can only measure numeric fields, so date, text, picklist, and Boolean fields aren’t available.Note The default measure column is recordcount. You can’t remove record count, but after adding another measure column, you can hide itby clicking the eye icon ().
5. After adding a measure column, click it and choose up to four measures:Sum, Average, Max, orMin.

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1. Open the file in Microsoft Excel.
2. Click column A to highlight the entire first column.
3. Open the Data menu and choose Text toColumns.
4. Select the “Delimited” radio button and clickNext.
5. Select “Comma” in the Delimiters section and clickFinish.Note If commas aren’t appropriate for your locale, use a tab orother delimiter. Specify your delimiter in Data Loader Settings (Settings | Settings).
6. Repeat these steps for each file.

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1. In the navigation pane of the application, click Content.
2. Click Portfolio or the document subfolder in which the document you want is stored.
3. Click the thumbnail of the desired document, which causes the document to open in a new browser window.Note If your desired file is not stored in your account, upload thefile.
4. Copy the URL from the address bar of the browser window in which the document has opened.
5. Open the email for editing in Edit HTML Version mode.
6. In the text box, place your cursor inside the A href tag and paste the URL. For example: display text
7. Click Save in the email editor workspace to save your changes and preview the email.Note After saving, the application automatically switches to View HTML Versionview.

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1. To see how Einstein Discovery can improve your data, click ReviewChanges. The number of columns and rows in the dataset are shown so you can verify that they’re correct.
2. Review the dataset improvement suggestions. For example, you’re notified if you have a value in a column that rarely occurs, because statistical tests can’t be performed on small samples. If you select the action Do Nothing, these entries are bucketed into a category called “Other.” Or you can choose to delete the row. If the value is spelled incorrectly and you want to fix it, select Find AndReplace.
3. If a numeric column contains a non-numeric entry, you can replace the entry, delete it, change the column to a text column, delete the rows, or delete the entire column.
4. To view the first few rows of data in the original dataset, click OriginalDataset.
5. To view the data after making dataset improvements, click ImprovedDataset.
6. To save your changes, click Apply.
7. On the screen that appears, you can perform various data preparation tasks. When you make a change, the Create button turns into the Apply button. After you make a change, click Apply.
8. Set each field type to Text, Number, or Date. Einstein Discovery makes a best guess based on the values in each column of your dataset, but it’s important to check that they make sense. Set categorical fields that you want to group by to Text. Your measures must be set to Numbers.
9. To rename a field, click the field name.
10. To delete a field, click the trash icon.
11. To view the minimum and maximum values in the imported data, click the gear icon beside a number or date field. You reduce a numeric or date field to a tighter minimum and maximum by clicking the value and editing it.
12. To rename categories or view the number of rows in a category, click the gear icon beside a text field. Deselecting the checkbox next to a category removes those rows from your dataset. To select every category, click Add All Values. To not include any category, click Remove All Values. You can also convert null values to zero or only include numbers. To rename a category, click the category name. You can also combine categories by giving them the same name.
13. To use a mathematical formula to create a column, click Add DerivedColumn. You can create columns based on the existing columns in your data or an absolute number that you specify. For example, you can calculate the ratio of two columns or take a column that contains the temperature in Celsius and create one that contains the temperature in Fahrenheit.
14. To add data from another dataset, clickAdd Column from LookupTable. Specify the other dataset and the matching criteria (key). Select the field that you want to include from the second dataset. In the New Name field, you can enter a different label for the field. To add another field, click AddField. When done, click Submit.
15. To create a grouped table, click Create Grouped Table. A grouped table combines (tabulates) multiple rows in the dataset into a single row. For example, a table lists individual purchases by a customer, but you want to know the total amount that the customer spent for the year. So you group the purchases by customer and purchase year before analyzing the data. The data is summarized and tabulated by the variable that you chose to group by. You can also specify how each numeric column in your dataset is tabulated based on the primary Group By variable. Pick a numeric field and select Average, Sum, Min, or Max (or for a Text field, select First to use the value of the first row). For example, if you select Average, it calculates the average of this variable for each distinct value of the Group By. If you select Sum, it calculates the sum of the variable for each distinct value. If you select First, it chooses the value for this column for the first row that matched the group by criterion. If you group individual purchases by each customer, and the original table is ordered by date of purchase, First on the Product Name column returns the first purchase made by the customer in that time period.
16. When you have finished making your changes, click Apply and then click Create.

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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. From Setup, go to Process Automation Settings.
2. Select Enable Lightning runtime for flows.

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

1. From Setup, enter Contact Roles in the QuickFind box, then select the contact roles you want to set up.
2. Modify the picklist values as needed. You can even create new values and add color to the values whenever they appear in charts.
3. Save your changes.
4. Add the Contact Roles related list to the appropriate page layout.For example, if you’re creating contact roles for opportunities, add the Contact Roles related list to the opportunity page layouts that your sales reps use.

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Supported Editions - both Salesforce Classic andLightning Experience, All Editions

1. From the object management settings for cases, go to Page Layouts.
2. Click next to a layout in the Page Layouts for Case Feed Users list and choose Convert to case page layout.We recommend using this option so you can review theconverted layout before you delete the original, but to save time,you can choose Convert to page layout and delete.
3. The converted layout appears in the Case Page Layouts listwith the prefix Converted:. Click Edit nextto it.
4. In the page layout editor, confirm that the layout includesthe elements you want. To see and edit what’s included in thefeed view, including feed filters and sidebar components, click Feed View.
5. Once you’re happy with the case page layout, click Page Layout Assignment in the Case Page Layouts listto assign it to the appropriate user profiles.Note Forcustom profiles with the Use Case Feed permission,or profiles with permission sets that include Use Case Feed, these page assignments won’t take effect until you removethe permission or permission set. If your organization was createdbetween Winter ’14 and Spring ’14, you can’tremove Use Case Feed from standard profiles,so these assignments won’t take effect until you delete allof your page layouts for Case Feed users.
6. Click next to the older version of the layout in the Page Layoutsfor Case Feed Users list and choose Delete. In theconfirmation that appears, click OK.
7. If there are users assigned to the layout you delete, you’reprompted to choose another layout as a replacement. This is only aformality: Once you assign users to a case page layout, that’swhat they’ll see.

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1. On the Building tab of an email draft, click Basic Info.
2. Deselect Enable A/B Testing.
3. Select the version of the email that you want to keep.
4. Save the email.

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1. Click Site Configuration | Languages on the Overview tab.
2. Select a language in Site Languages.
3. Update the options in Language Settings:OptionDescriptionActive on Live SiteIf you add a language selector element on your active site,this checkbox controls whether the language shows in the drop-downlist. Use the property to hide a language until you’re readyto release the associated content to your site visitors.Fallback LanguageThe fallback language displays when there’s no contentavailable for the currently selected language. For example, if a sitevisitor chooses Japanese from the language selector, but there isno content for that page in Japanese, content in the fallback languageis displayed instead.Display LabelYou can define the display label for each language. It appearsin any language selectors you add to your site, and in the Site.com Studio language selector.

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