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 Analytics
Owners can share dashboards that they have created with other Analytics 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 […]
