Log an Email Sent to the Activity History
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
(sponsored content) Establish End-to-End Business Processes with Salesforce Files Working with files is a common and crucial aspect of business operations. It’s important that documents are managed efficiently to enhance productivity and collaboration rather than hinder it. Manually handling documents isn’t the best idea especially when standardized tasks need to be performed on them. We…
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. Next, click New User Access Policy. In this…
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
Orgkit Review – a new product that replaces and improves on an old favorite. Bulk Update Field and Object Security I’ve been a keen supporter of the free Power Profile Tools utility for several years. It was helpful when I needed to view or update the Field Level Security for many Salesforce user profiles. The…