How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
How do I Find my Lightning url in Salesforce?
2.In your browser's address bar, you will see a URL similar to: https:// .lightning.force.com/lightning/r/User/ 0056000000V5skAAS /view If you have any questions or run into trouble setting up your Salesforce integration, please let us know at [email protected]!
What if I have any questions about my Salesforce integration?
If you have any questions or run into trouble setting up your Salesforce integration, please let us know at [email protected]! Did this answer your question? Thanks for the feedback There was a problem submitting your feedback.
How do I assign a static value to a Salesforce user?
When using the native Salesforce integration, if you would like to ensure any new records that are created are assigned to a specific User, it is necessary to use a static value, and populate this with the User ID found in Salesforce 1. Navigate to the User's detail page.
How do I find the owner of a Salesforce account?
Settings > User Management > Unique Account Owners. To see all of the accounts for an owner, click the email address in the Email column. These are derived from Salesforce and CSV data as described in the Unique Account Owners in the Database section below.
What is account owner in Salesforce?
"If you create a lead, convert it, and then attach it to a person account owned by someone else, the person account owner becomes the contact owner. If you convert a lead owned by someone else and attach it to a person account that you own, the lead owner becomes the contact owner."
How do I send an email to a Salesforce owner?
Below is the resolution to send an Email Alert to the Account Owner instead of Task Creator. Create the Custom Email field on Task object: ... Create the Process Builder On Task object. ... Add an Immediate Action to the Process to update the Custom Email field:More items...
Can you have multiple account owners in Salesforce?
There can only be one owner of an account. You can share an account with another user, or provide access through sharing rules, or role hierarchy. You can also set up Account Teams to share access.
Who is owner in Salesforce?
SalesforceSalesforce Tower in San FranciscoFoundersMarc Benioff Parker Harris Dave Moellenhoff Frank DominguezHeadquartersSalesforce Tower San Francisco, California, U.S.Key peopleMarc Benioff (Chairman & co-CEO) Bret Taylor (Vice Chair & co-CEO)ServicesCloud computing15 more rows
How do I change account owner in Salesforce?
On the record detail page, click the link to change the owner. ... Enter or select a new owner. ... To notify the new owner, select the Send Notification Email checkbox. ... Depending on your user permissions and the type of object you're transferring, you can select which related items to transfer.Save your changes.
How do I query recipients of email alerts in Salesforce?
You can use Tooling API for this and query the WorkFlowAlert table from developer console:Open Developer Console >Click on Query Editor.Check "Use Tooling API"Set query, e.g. SELECT Id, DeveloperName, Description, CcEmails, SenderType, TemplateId FROM WorkFlowAlert WHERE CcEmails like '%[email protected]%'More items...•
Can you email from Salesforce?
Send email from Salesforce using the Salesforce servers. No need to integrate with an external email service. This a great approach if you're using Salesforce Classic, need bounce management, or aren't using Gmail™ or Office 365™ with Lightning Experience. Use your company's email server to send email from Salesforce.
How do I get email notifications in process builder?
Create an Email alert on the Task object.Go to Setup.Find Email Alert from quick find box.Click on it.Click on the New Email Alert button and enter the details (Descriptions | Unique Name.Find Email Template (that you have created before) | Recipient Type | Search Role | find Role: CEO from Available Recipients.More items...•
Where can you find related accounts in Salesforce?
From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Allow users to relate a contact to multiple accounts. Add the Related Contacts related list to the account page layouts your reps use. From Setup, enter Accounts in the Quick Find box, then select Page Layouts.
How do I change multiple owners in Salesforce?
From Setup, in the Quick Find box, enter Mass Transfer Records , then select Mass Transfer Records. Click the link for the type of record to transfer. Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
How do I mass change a contact owner in Salesforce?
Mass Transfer Contacts in EssentialsClick on the gear icon in top right and select Setup.In the Quick Find box, enter Mass Transfer Records, then select Mass Transfer Records.Click the link for Mass Transfer Accounts (NOTE: All Contacts that belong to the existing owner transfer as well)More items...