Are You Not backing up your Salesforce data?
As an Administrator if you are not backing up your data on a periodic basis, then this is a good time to rethink about it. Here are the options that you can choose from The simplest option is to turn on the Salesforce data export service.
What happens to files that originate in a Salesforce content library?
First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself. Second, if the file was shared using a content delivery, the content delivery will survive when you make the file private, though it will be inaccessible.
How do I attach files to a Salesforce record?
To attach files from Salesforce Files, click Add Files in the Files related list. For each file attached to a record via the Files related list, you can quickly leverage all the rich Salesforce Files features.
How to recover deleted data in Salesforce?
Once the records are deleted, it is stored in recycle bin for 15 days You can run a SOQL query with “IsDeleted = TRUE ALL ROWS” and see if you are able to view the deleted data and recover from here
How do I fix unresolved email in Salesforce?
can fix this setting by navigating to Setup>Personal Settings>Email>My Email to Salesforce and ensuring the "If no matching records are found, create a task for each recipient and sent it to "My Unresolved Items" is UNCHECKED. Screenshot attached - hope this helps!
Which of the following types of items will appear in the My unresolved items list?
The My Unresolved Items screen displays Contacts, Events, Emails and Tasks that are unresolved.
How do I delete unresolved items in Salesforce?
Set up your criteria to include a filter like the following: Subject STARTS WITH "Unresolved Email:" (You can also use other filters to narrow down your search results.) Click Search. You can then select the desired records and click Delete.
Where is my unresolved items in Salesforce?
In Salesforce Classic, access your unresolved events from the sidebar shortcut Unresolved Items. In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items. Quickly review unassigned items by type using the tabs Contacts, Events, and Tasks.
What are unresolved items in Salesforce?
Unresolved items are emails a user sent or received that were automatically logged in Salesforce (via Groove) but no related Salesforce record was found.
How do I mass delete in Salesforce?
From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records. Specify conditions that the selected items must match, for example, “State equals California.”
Who can delete activities Salesforce?
But the current user is the one who created the event .....You can edit or delete an activity when the following applies:You have the “Edit Tasks” and “Edit Events” permissions AND.You're assigned to the activity, or.You're above the user assigned to the activity in the role hierarchy, or.More items...•
How do I delete an email from Salesforce?
Using the Delete button in Salesforce.com. When viewing list of Email Messages, User can check box to select Emails and click Delete. This will remove the Email Message and all related links within Salesforce.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a collaborator in a file?
Collaborator. A user can become a "collaborator" on a file when the owner shares the file with them and chooses to grant them collaborator status. A designated file collaborator has the following file permissions: view or preview. download.
What is file sharing?
File Sharing. File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.
Can you upload a new version of Salesforce?
When working with files in Salesforce, you can upload new versions. Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them.
Can administrators view a file?
Some administrators may still be able to view the file if they have the "Modify All Data" permission. I say "may," because the file owner can prevent even these administrators from viewing the file by keeping it in a private library. File metadata is not treated the same as the file itself, however.
Why is Lightning Experience different from Salesforce Classic?
The answer is because there is beauty in simplicity. In Lightning Experience, Salesforce Files unifies all your users’ ...
Can you move files between Salesforce libraries?
Users can move files between libraries and create subfolders within libraries. Currently, users switch to Salesforce Classic to create and manage libraries or create content packs. But that’s a short-term inconvenience because we’re working on adding these options to Lightning Experience in a not-too-future release.
How far back can you recover Salesforce data?
Data can be recovered up to 3 months back from the current date for production instance. Data can be recovered up to 1 month back from the current date for sandbox instance. Salesforce will give you a set of CSV files which you will then need to import in your Salesforce org using any import tools.
How long does a deleted record stay in the recycle bin?
Once the records are deleted, it is stored in recycle bin for 15 days.
What is Salesforce file?
Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to increase productivity and the reuse of valuable assets.” ( Salesforce Files Overview)
Can you move notes and attachments in Salesforce?
If you’re wondering about existing files in the Notes and Attachments list, don’t worry; they will remain intact. You can’t move them, but if they’re Salesforce Files (not attachments) you can add them to the Files related list on the same record.
Does Salesforce automatically use files?
Salesforce has a setting that once it’s enabled, it automatically enforces the use of Files — even when dropping them into notes and attachments. For clients not quite ready to make the change to their page layouts and make the true crossover to Salesforce Lightning Experience (LEX), this would be a good first step in that direction. ...
What is a library in Salesforce?
Libraries are a way to organize content and share content with colleagues. You can even create folders within libraries, to better organize your content. Search (3) to find files. Upload new files to Salesforce Files (4) so you can attach them to records and share them with colleagues, groups, or customers.
Is Salesforce Classic supported by Lightning Experience?
Some of the older types of files in Salesforce Classic aren’t fully supported or supported at all in Lightning Experience. If you use any of these features, here are a few things to keep in mind.