Recent Updates
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HandsOn Connect Profiles (Public Site and Sharing Portal Overview)
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Updating your company profile
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When to add a new object
<p>Just because you can add as many fields as you want to an object - it doesn't mean you should. The power of a relational database comes in being able to see related objects in the page view - so you don't want to add too many extra fields with lookups in the record detail itself.</p> <p>If yo... -
Changing the labels and values of fields and Picklists using Salesforce Translation
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Enabling Batch Create for Team Members and Connections
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Default Workflow User
<p>By default, workflows typically use one email address as the sender of email alerts in the system. This is called the default workflow user. <br />(It's possible to change the sender of any email alert to other users in the system, but by default, its typically the default workflow user)</p> ... -
What to do when a Partner Staff leaves one organization and goes to another
When a staff member at a partner staff leaves their position, and no longer should have access to their partner portal, you need to perform a couple of steps to do this.
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How to update your email templates
Updated on: Jan 07, 2019
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Setting the Default Workflow User
The Default workflow user's email address is set, by default, as the Sender of all email alerts send through workflows.
It can be defined to be any licensed salesforce user in your organization - and typically is the System Administrator.
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Modifying Page Layouts