Salesforce

  Manage Included Permission Sets in Permission Set Groups via Summaries Update user access more efficiently by specifying which permission set groups include a permission set directly from the permission set’s summary. Previously, to manage included permission sets, you were required to navigate to each permission set group’s page. From Setup, in the Quick Find box, enter  Permission Sets , and select Permission Sets. Select a permission set, and then click  View Summary . In the Related Permission Set Groups tab, click  Add  or  Remove . This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. Sort List Views by Multiple Columns To see your data in a more intuitive way and make your list views more actionable, you can now sort list views on object home pages by up to five columns. Select the c...

Maintain Your Administrator Certification for Spring ’24 Intelligence Views Intelligence views are now available for leads, contacts, and accounts in Sales Cloud. Turn on a view in Setup and then add the Intelligence View button to the view-button layout for the applicable page. New Salesforce organizations include the views by default, but admins for existing orgs can enable: Lead Intelligence View Contact Intelligence View Account Intelligence View Find specifics about these views in the next three topics. Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List View button layout. To view engagement metrics, enable Email Tracking in the Inbox section of Sales Engagement Setup. To see the Intelligence View, users go to the Contact home page and click Intelligence View. To view engagement metrics, choose Engagement Metrics from the Metrics menu. To see the Account Intelligence view, go to the account home page and cl...

 Maintain Your Administrator Certification for Spring '22 Answers Check Below to verify: Navigate to OBJECT MANAGER Select Object: Task Goto in Task object: Restriction Rules Click on New Rules Rule Name: Keep Tasks Private Full Name: Keep_Tasks_Private Is Active: True Enter User Criteria: Field: User > Active Operator: Equals Type: Boolean Value: True Enter Record Criteria: Field: Assigned To ID (User) > User ID Operator: Equals Type: Current User Value: User ID

1. By ' Report on account team ' an Administrator use to determine different levels of team member access to an Account. 2. An Administrator needs to automatically add account team members to an account, ' Process Builder ' can be used by Administrator to meet this requirement.  3. Team Member Access button show ' Maximum access ' when selected. 4. To customize the opportunity contact roles go to --> 's etup-object manager-opportunity contact role '. 5. On ' Merge field ' picker an Administrator find a sender signature field. 6. ' 1000 ' approval processes can be active in one org. 7. ' Formula field ' reference type is available when an Administrator uses the "Where is this used?" button on a field? Check Comment for more details...

1.An administrator needs to customize hyperlinks to match corporate branding. Which setting can the administrator set to assign custom colors to hyperlinks? Ans: use brand Color 2. How can different Activities Views be used once the default Activities View is enabled by the administrator? Ans: User can switch the preference 3.Which filter option can an administrator recommend to help a manager filter on tasks for their team? Ans: My team task 4. By how many levels can dashboard components be sorted? Ans: 2 5. Which dashboard component should an administrator use to show subtotals? Ans: Lightning Tabel For exercise. 1.Activate enhance security. In Quick find box type ==> Lightning Email Templates  Enable Folders and Enhanced Sharing 2.Create a folder sales and add image(ur choice). In Lightning app menu Search for "Email Template" Create a Folder called "Sales" Create a Email Template Name "General" Subject "Gen...