Recent Updates
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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
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(Advanced) - Formula Fields
<p>At Dreamforce, we were able to attend a session on formulas that was truly amazing. There are lots of posts and discussions about formulas and a great user group so if you need help trouble shooting a formula visit the Help & Training section in your salesforce instance as well as http://w... -
Adding Custom Fields to an Object
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Editing Picklists
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HandsOn Connect Standard "Starter" reports
<p></p> <p>Starting with Wave 8 - the HandsOn Connect Standard Reports are now found in the following folders: <br /> HOC Basic Reports <br /> HOC Custom Button Reports <br /> HOC Managerial Reports <br /> HOC Monthly Reports <br /> HOC Reports for Partners <br /> HOC Reports for Summary Detail ... -
Filtering on Dates - and how to deal with "Individually Scheduled Opportunities"
<p>Getting the right date filters so that you get the right information in a report can be tricky business. Here's a few tips:</p> <p>1) Decide exactly what the question is. <br />For example: When you say you want to know about the # of connections in 2011, what exactly are you asking? <br />H...