- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable user control over task assignment notifications.
- Click Submit.
How do I enable or disable Salesforce knowledge?
Make sure you’re a Knowledge User. From Setup, in the Quick Find box, enter Knowledge, and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box. To select your general settings, click Edit.
How do I enable SAML in Salesforce single sign on?
In your Salesforce org, from Setup, enter Single in the Quick Find box, and then select Single Sign-On Settings. Click Edit. Select SAML Enabled. Click Save.
How do I set up knowledge in Salesforce?
Before you can set up Knowledge, you must enable it in the organization. Make sure you’re a Knowledge User. From Setup, in the Quick Find box, enter Knowledge, and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.
How do I make sure my Salesforce Org is secure?
Now that you’ve got the basics set up, you need to make sure your Salesforce org is secure. The new Health Check feature is a great tool to guide you through best practices for password policies, network settings, and session settings. In Setup, search for “Health Check” and edit each section.
What is SSO attribute?
What is SAML in Salesforce?
Is Federation ID owned by Interstellar Shipping?
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How do I turn on email notifications in Salesforce?
Enable or Disable Email NotificationsFrom Service Setup, in the Quick Find box, enter Activity Settings , and then select Activity Settings.Select Enable User Control over Task Assignment Notifications.Click Submit.To disable email notifications, uncheck Email me when someone assigns me a task, then click Submit.
How do you set a task reminder in Salesforce?
Turn on pop-up reminders for Tasks and EventsNavigate to Setup and enter Activity Settings in the Quick Find box.Click Activity Settings.Select Enable Activity Reminders.Click Submit.
What is a notification card in Salesforce?
You can customize reminders in your personal settings. Activity Reminders and Notifications in Salesforce Lightning Experience. Event and task reminders display as notification cards in Lightning Experience. You can customize reminders in your personal settings.
How do I change notifications in Salesforce?
Manage Notification Delivery SettingsFrom Setup, enter Notification Builder in the Quick Find box, then select Notification Delivery Settings.Choose the notification type, and select Edit from the dropdown menu. ... Select the channels and applications for your notification type, and save.
How do I allow pop ups in Salesforce?
How do I allow pop-ups for the Salesforce integration?Click. in the right corner and then click Settings.From Privacy and security, click Site Settings.From Content, click Pop-ups and redirects.From Allow, click Add.Enter your Salesforce domain and then click Add.
How do I create a pop up notification in Salesforce?
On a Salesforce record page, click and select Edit Page. Alternatively, open the page that you want to add the PopUp component to in Community Builder. Drag and drop the PopUpcomponent to the page.
What is custom notification type salesforce?
Custom Notification is customized notification where admin can add recipients, subject and content. Admin can be sent a custom notification when any important event occurs. custom notifications can be sent via a process in Process Builder, a Flow in Flow Builder, or invocable action API.
How do I turn off notifications in Salesforce?
Disable the Salesforce Notification BannerFrom Setup, enter User Interface in the Quick Find box, then select User Interface.Deselect Enable Salesforce Notification Banner.Click Save.
How do I send a reminder email in Salesforce?
Sending Reminder Emails from SalesforceCreate a Date field within Salesforce. ... Add a checkbox field labeled 'Send Reminder Email'. ... Create two email templates - one for the original survey that you'll be sending out and a second template for the reminder email.
How do I enable push notifications in Salesforce?
Create and Send a Push NotificationClick Create Message.Select the Outbound template.Click Next.Enter a name for the message.Select the app that uses this message.Select the send method. To send immediately or at a specified time, use Schedule. ... Select the Alert push method.Click Next.More items...
How do I enable Bell notifications in Salesforce?
How to add Bell Notification for new Case or Lead in SalesforceGo to Setup → Process Builder → Create new :- Give Name and select Object and add relevant criteria.Add Immediate Action and select 'Send custom Notification' Action Type drop-down.
How do I set up alerts in Salesforce?
Add email alerts to your workflow rule's criteria.Click Add Workflow Action and choose New Email Alert.Enter a description and unique name for the email alert. ... Choose an email template.Select who receives email alerts from the workflow rule. ... Click Save.
Enforcing SSO for users to login to salesforce
Company Profile -> My Domain -> My Domain Settings. Login Policy: Require login from https://samluser--xxx.csx.my.salesforce.com. Check the login policy will force your end user to login through MyDomain, and then they will use SSO login
Configuring SSO for SalesForce - impact on existing users
My company recently completed our migration to O365. We started the migration before Azure AD was as mature as it is now and are looking to dump ADFS and use Azure AD for authentication purposes. One of the driving factors for this change is the number of companies that now offer Single Sign-On ... · Hi Aaron, I hope that you well, sorry for ...
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
What is SSO attribute?
This attribute is the link that associates the Salesforce user with the third-party identity provider. You can use a username, user ID, or a Federation ID. We’re going to use a Federation ID.
What is SAML in Salesforce?
SAML is the protocol that Salesforce Identity uses to implement SSO. Tip : You’re going to work in both your Salesforce Dev org and the Axiom app. Keep them open in separate browser windows so that you can copy and paste between the two. In a new browser window, go to http://axiomsso.herokuapp.com.
Is Federation ID owned by Interstellar Shipping?
No, a Federation ID isn’t owned by an interstellar shipping organization with nefarious designs. It’s basically a term that the identity industry uses to refer to a unique user ID. Typically, you assign a Federation ID when setting up a user account.
