How to Restore Items from the Recycle Bin
Users can access the Recycle Bin to recover data they deleted within their Salesforce org. Items within the Recycle Bin are permanently deleted after 15 days. Steps: Note: Once an item is deleted from the Recycle Bin, it is permanently unrecoverable. Restored documents will appear back in the location they originated from.
How to Send a Test Email Before Sending Your Mailing
When creating a mailing within Correspond: Market Edition, it is best practice to send a test email to ensure all edits look correct and the email was received correctly. Follow the steps below to create a test email. Steps:
How to Add Workspace Admins
As a ShareSecure Hub admin, you have system permissions to add admin users to your ShareSecure workspace. Steps: Note: Once the Workspace admin(s) have been added, please send the “How to Connect the ShareSecure API Key to AIM” article to all ShareSecure admins who are AIM users. This article will provide instructions on how to […]
How to Add ShareSecure Users to an Answers Dashboard
Often times there are Answers Dashboards imbedded within ShareSecure. ShareSecure admins can manage which ShareSecure users can access specific embedded Dashboards. Steps: Note: It may take up to an hour for the Analytics tab to appear after adding a user to the Answers Dashboard group.
How to Enable Your Mobile Phone Number as a Two-Factor Verification Method
Prerequisite: Steps: **If you notice your mobile number is incorrect, select ‘Change mobile phone number’
How to Install the Salesforce Gmail Integration
To install and access the Salesforce extension for Gmail, please read the Salesforce Help Article on Gmail Integration System Requirements before getting started and follow the steps below. Settings Required: Steps:
How to Install the Salesforce Outlook Integration
To install and access the Salesforce Outlook add-in, please read the Salesforce Help Article on Outlook Integration System Requirements before getting started and follow the steps below. Note: The Salesforce Outlook add-in is no longer available via mobile devices. Settings Required: Steps:
How to Share a Dashboard in Answers
Owners can share dashboards that they have created with other Answers users (both Viewers and Designers). An owner is any Designer who has created a dashboard (or has had ownership transferred). When sharing a dashboard, you can define whether the recipient has editing rights Steps: **Note: When an owner modifies a dashboard (adding a new […]
