Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
Full Answer
How do I make a specific field searchable?
Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
Why do small businesses need Salesforce essentials?
More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get: Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark.
How do I build a FAQ?
Another way to build a FAQ is via a Discussion Board web part. This web part is essentially a SharePoint list, but has some nice user interface capabilities, like an ability to list conversations in a forum-style manner.
How to create a FAQ section for your website?
In order to create a helpful FAQ section, research the questions that your support team hears the most. This is where you’ll find the meat for your FAQ. As for the potatoes, try to draw inspiration from questions and answers that your competitors have already come up with.
How do I create a FAQ in Salesforce?
Generally, you create your help center site using the Help Center template, and then configure it using a guided setup.In your org, go to Setup | All Sites and click New.Click the Help Center tile, and then click Get Started.Enter a name for your help center, and then complete the help center URL.Click Create.More items...
How do I create a help center in Salesforce?
0:273:37How to Set Up a Help Center | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo get started with Help Center. Start from Salesforce essentials click the gear icon. And pickMoreTo get started with Help Center. Start from Salesforce essentials click the gear icon. And pick service setup click view all and recommend a setup. And scroll down to Help Center.
Can Salesforce search custom objects?
Much like a Standard Object, your new Custom Object can be accessed and edited via the Object Manager. From Setup, click the Object Manager tab. Scroll down the object list and click on your new custom object Vehicle Interest. Within the Details section, click Edit.
How do I enable topics in Salesforce lightning?
2 AnswersFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Select an object.At the right, select Enable Topics.Select the text fields that you want to use for topic suggestions. ... Click Save to save changes for all objects.
How do I create a knowledge base in Salesforce?
Set Up Knowledge with a Guided FlowFrom the Setup menu ( ... To open the Lightning Knowledge Setup flow, click the Knowledge Setup tile.Click Start.In the search box, enter a Lightning Knowledge Author. ... Select the author and click Next. ... Enter your data group and data categories and click Next. ... Click Finish.
How do I add a knowledge article in Salesforce?
Under Articles Tool Settings, select Enable attaching articles inline. (Optional) Under Administrative Permissions, select Share internal Knowledge articles, externally. Click Save. From Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.
How do I create a custom object searchable in Salesforce?
Choose which custom objects your users can search by enabling Allow Search on the custom object setup page. If you don't need a custom object's records to be searchable, disable search for that custom object.
How do I search for an object in Salesforce?
From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.
How do I find fields in Salesforce?
If you want to search for a specific field you can use the "Search Setup" from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a more exhaustive list of all metadata you can use Workbench (https://workbench.developerforce.com).
How do topics work in Salesforce?
Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
How do I enable a topic in Salesforce?
Enable Topics for ArticlesFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items...
How do you set up a knowledge article?
First, you have to enable topics for the Knowledge Object.Click the setup gear. and select Setup. Note: Ensure you select Setup and not Service Setup.Enter Topics for Objects in Quick Find, then select Topics for Objects.Under Object, select Knowledge.Click Enable Topics.Check Text and Title.Click Save.
1. Show your Sales team the benefits of CRM
To start building a help guide, start by understanding your audience and their needs. Think about:
Who will read this guide?
Is the guide for first-time visitors to your website? For new customers? For customers who need ongoing support?
How far will the guide travel?
For example, will the guide be placed online, allowing people to access it from all over the world? Or will access be restricted?
What level of time and patience will the audience have?
New customers may seek information for only a few seconds before moving on, for instance, while long-term customers may be willing to dig deeper to understand what they need.
Building a Help Guide Step By Step
Once you have your audience and goal clearly in mind, it’s time to start building help documentation.
Ask what your audience needs to know
The simplest form of a help guide is the Frequently Asked Questions, or FAQ, page. FAQ pages are a source of debate among content strategists. For example, Contentious Co-Founder Laura Robertson eschews them because “they suggest a failure of information architecture.”
Keep the writing simple
Clear, concise writing is a help guide is a must. It allows readers to find the information they need and to process it quickly. Strive to give instructions in short, clear sentences.
How can Salesforce Essentials help me in the current situation?
More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:
Do any third-party apps work with Essentials?
All the apps listed on this AppExchange small business collection page work seamlessly with Essentials.
Are there any additional resources for me, as a small business owner?
We have additional content and workshop resources to help you through this difficult time.
How do I use leads, opportunities, accounts, and contacts?
We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.
How do I add my data?
First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.
How do I successfully import my leads?
Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.
How do I remove the trial data in my account?
Choose step #7 on the Setup Assistant on the home screen to remove all trial data.
Merchandise Your B2B2C Commerce Store
Online shoppers are used to fast and easy search and checkout, regardless of the device they use. B2B Commerce buyers are already fluent in the B2C world, and come with high expectations for an awesome experience.
Set Up and Manage Search
Taylor asks the question, “So what is B2B2C Commerce search all about?” The answer seems fairly simple. It’s about what happens when the shopper searches for a product in the store. But what's behind the search? How do products become available for search? How do you ensure shoppers can access products?
Get Product Data Ready
Taylor reviews how other store features and Salesforce org features and settings might affect whether a product is discoverable. The product data, for example, whether imported or created manually, must be ready for showtime.
Give Shoppers Access
Giving shoppers access to product data is essential. Before a shopper can search for a product, they must have access in these ways.
Control Store Behavior
Taylor wants to learn how to control store search behavior. This means the Product2 data object, which serves as a template for store products. You can use it to control search, facet, and display behavior.
Add Facets
Shoppers use facets to narrow their search results. For example, Taylor wants to use the facet values panel type, panel color, and monthly output (kWh). When a facet has values, they appear on the results page under their parent facets automatically. Product Category is the only field that’s there by default. You can’t remove it.
Define Search Results Display Settings
Taylor now wants to define how many values appear for each search facet, and how many items appear on each search results page before the shopper needs to click Next. Here’s how to do it.
How to improve SEO on a FAQ?
While there are many ways to improve your site's SEO, an FAQ page can help by strengthening its content with internal and external linking. When writing your FAQ answers, try to practice internal linking by adding extra sources of information already within your site, such as a blog post.
How to create a FAQ page?
In order to create an FAQ page, you will first need to conjure a list of questions that you want to address. These should, at the very least, include the most common queries customers have about your products or services.
Why is a FAQ page important?
A good FAQ section is a great way to improve your customer service strategy . Of course, visitors can always reach out to you through a live chat or contact page to find answers. However, an FAQ page will streamline that process, putting you and your customers at ease, and saving you both time. A good FAQ page can:
Where to put FAQ page?
Make sure your FAQ page can be found without difficulty. One common place to feature an FAQ page is in the navigation menu of a website. This treats it like any other section featured on the homepage. It’s also good practice to add a link to your FAQ page at your website footer.
Is FAQ page eye catching?
In case you were worried, just because your FAQ page will be full of text, doesn’t mean it can’t be eye-catching. It’s no different than any other section of your site – it has to look great while performing its duty.
Can you still find answers to FAQ?
There is a small chance that after you’ve published your FAQ page, some of your users still won’t find the answers they were looking for. In order to keep customers happy and pleased, it’s essential that you offer users an alternative way to contact you with their questions.
Can you add social buttons to FAQ?
Now that you’ve got your design ready, it’s time to think socially. By adding social buttons to your FAQ page, users can share your answer in messages, forums, and on social media pages (namely in status updates and comments).
How to build a FAQ?
Another way to build a FAQ is via a Discussion Board web part. This web part is essentially a SharePoint list, but has some nice user interface capabilities, like an ability to list conversations in a forum-style manner. What that means is that your FAQ section can become “social” since individual users might also reply to specific topics and provide their own responses. And of course, since the Discussion Board web part is just a SharePoint list, you can dress it up with custom metadata too!
What is FAQ in SharePoint?
FAQ is a popular addition to any website out there on Internet, as it is a great way to answer basic and most frequently asked questions. SharePoint Intranet is no exception. FAQ Knowledge Base might be a great way to answer basic queries to an HR department (i.e.