Slaesforce FAQ

how to edit message and alerts salesforce classic

by Anita Dibbert Published 3 years ago Updated 2 years ago
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Go to Setup | App Setup | Customize | Home | Home Page Layouts | Click on the Page Layout | Click Edit | Check the Box | Messages & Alerts | Next | Preview | Save |. https://help.salesforce.com/htviewhelpdoc?err=1&id=designing_home_page_layouts.htm&siteLang=en_US Regards,

1) From Setup, click Customize > Home > Home Page Components. Click Edit next to either Messages & Alerts or Custom Links; both components need review and are in the Standard Components related list. 2) Review the text for HTML code. If the text is plain text, there is no action necessary.

Full Answer

How to send an email alert in Salesforce?

Sending email alert is the one of the workflow action provided in Salesforce. The email alert must be send to the customer whose invoice amount in greater than 12000. Let us create new email alert in Salesforce. Click on Email alert.

What's new in Salesforce commercial email regulation?

Commercial Email Regulation Considerations Enable Folders and Enhanced Sharing for Email Templates Enable List Email Considerations for Sending Email in Salesforce Classic Considerations for Using Visualforce Email Templates with Guest Users Manage Version Settings for Visualforce Email Templates in...

How to update invoice fields in Salesforce?

Enter the field to update (Invoice).Field update can be done on the same object and also on the parent object. Select checkbox option as True. Now save all the settings.

How to create a Visualforce page in Salesforce?

Next go to Account page Layout and add visualforce page created above to the Account PageLayout. Setup -> Customize -> Account -> Page Layout Click Editnext to the page layout and add visualforce. Click on visualforce settings change width & height to “0”. And also uncheck “show scrollbars & show labels”. 4. Save page layout.

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Salesforce Workflow Actions – Tasks, Send Email

In our previous Salesforce tutorial we have learned about What is workflow rule in Salesforce and learned about different steps involved while creating Workflow rule. In this Salesforce Tutorial we are going to create Salesforce Workflow rules with rule criteria.

How to create Salesforce Workflow Actions?

As discussed in the beginning of this SFDC tutorial we have to create the following Salesforce workflow actions.

Activating Salesforce Workflow Rule

Without activating workflow we can not work on Workflows in Salesforce. Go to workflows and activate the workflow rule.

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