How to Create Field Dependencies
Picklists and dependent picklists are used in the CRM to create a connection between fields in a record. This connection ensures that users enter accurate and consistent data. A dependent picklist in the CRM is a type of picklist field whose available values are dynamically filtered based on the selection in another field, known as […]
How to Add VDR/Portal Users to Groups from the Users Tab
Adding users to groups from their user profile simplifies group management and reduces the steps required to assign group memberships. Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Merge Contacts
Have you encountered a duplicate contact record? You can merge the two while ensuring the integrity of the information stored within each. Steps: For more information, refer to the ‘Merge Duplicate Contacts in Lightning Experience’ Salesforce Help Article. Was this helpful? Submit Cancel Thanks for your feedback!
How to Add New Fields to Custom Report Types
Custom Report Types enable users to create reports based on particular criteria and fields. If a report based on a Custom Report Type does not contain the fields expected, you need to add them to the layout of the report type. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Use Merge Tags in Correspond: Market Edition
Merge tags, also known as merge fields or merge variables, are placeholders used in document creation and email marketing to personalize content for individual recipients. They are typically enclosed within special characters or brackets, such as {{ }}, and are replaced with specific data when the document or email is generated or sent. Merge tags […]
How to Apply a Filter to a Dashboard
In the CRM, there are a variety of ways to filter Reports/Dashboards. One way is to apply a filter directly to a Dashboard, resulting in each component respecting that filter. Steps: For more information, refer to the ‘Add a Dashboard Filter’ Salesforce Help Article. Was this helpful? Submit Cancel Thanks for your feedback!
How to Disconnect a User’s MFA Connection
CRM administrators can disconnect a multifactor authentication (MFA) connection for users. This may be necessary if the user has a new phone or encounters access issues. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Create a Custom Report Type for Accounts and All Interactions
To create a report that includes all interactions linked to an account, follow the steps below to set up a custom report type. Keep in mind that the standard “Accounts and Last Interaction” report type only shows the last interaction for each account. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Mass Transfer Account Records from an Inactive User
When a user in your Salesforce instance is deactivated, it can lead to issues with updating records where they are the owner. You can resolve this by using Salesforce’s mass transfer feature to reassign records to another owner. Pre-requisite: Steps: Considerations: Was this helpful? Submit Cancel Thanks for your feedback!
How to Reset a CRM User’s Password
Users who forget their password or don’t log in for a long time may require an administrator user to send them a password reset link. In the CRM, admin users can reset a user’s password for them. Pre-requisite: Steps: You can find more information on resetting user passwords in the Salesforce help article linked here […]
