To resolve an unresolved email recipient Open the email editor and select the unresolved email recipient. In the Lookup Rows pane, select New Row.
Why is Salesforce so hard to use?
It’s no news that the whole giant cloud system of Salesforce can get very confusing and frustrating for its users. Very often, the users, including sales reps, marketers and event managers lack the terminology and system knowledge that developers used to create and customize their sales / marketing / etc cloud.
Why can’t I upload files to Salesforce?
According to Salesforce, files are essentially structured as Content, which has no way to set the Content Version's universal value. So when you can't upload files to Salesforce, most likely it's because the universal field value is required. Here's how to quickly fix this in Salesforce and get your job done.
Is there a way to delete a user without email verification?
I can also see plenty of opportunities for confusion. There should be a way to delete users that have never even logged in. You can check the Generate new password and notify user immediately checkbox and that will skip the email verification for new email address.
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 Unlog emails in Salesforce?
In the Salesforce Side Panel, find the Salesforce record from which you want to remove the email. The upper section of the side panel displays the records to which you've already added your email. , then click it to remove your email from the Salesforce record.
Why can't I send an email in Salesforce?
To fix this issue, reconnect your email account from Personal Settings: Go to your Avatar | Settings | Email | Connected Accounts page and authenticate or reconnect your Email account as needed. If you have Inbox enabled, you can also do this from one of Inbox clients (Outlook or Gmail).
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.
How do I unlink Salesforce from Outlook?
Uninstall Salesforce for Outlook (SFO)Close Microsoft Outlook.Right-click the Salesforce for Outlook system tray icon and click on Exit.Use the Windows and R key combination to bring up the Run box and type in Appwiz. ... Select the Salesforce for Outlook and click on Uninstall and follow the on-screen instructions.
How do I send an email from Salesforce to Gmail?
From Setup, in the Quick Find box, enter Send through External Email Services , and then select Send through External Email Services. Select either Send through Gmail or Send through Office 365. From Setup, enter Deliverability in the Quick Find box, then select Deliverability under Email.
How do I enable email sending in Salesforce?
In Setup > Manage users > Profiles - Click the profile to which the user is associated to. Once you are in Under General User Permissions check for Send Email option. If its not checked please enable it and try.
How do I activate my Salesforce email?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
How do I enable email activity in Salesforce?
Send Email ActivityClick Activities.Click Create Activity.Select Send Email.Click Next.Select a classic or Content Builder email. Use sorting options to change the order in which emails display.Click Next.Complete the define properties section: ... Click Next.More items...
How do I delete an activity in Salesforce?
0:021:25How To Delete Mass Activities In Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to delete mass activities in Salesforce lightning. Open Salesforce lightning click on deer icon.MoreHow to delete mass activities in Salesforce lightning. Open Salesforce lightning click on deer icon. Click on setup it opens in a new tab enter mass in the quickfind. Click on mass delete records.
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.”
How do I mass close a task in Salesforce?
Open the 'Tasks' tab and create a new 'List View'. Modify the filters to only show the tasks you wish to close out. Then select all and change the status to 'Completed'.
Passed my first architect cert today (Integration Architecture Designer)
2nd attempt, I failed it the first time, in total cost me $600 out of my own pocket. If the proctor could see me when I got results, they would have seen me jump and shout with joy.
Salesforce Development Tutorial (LWC): How to use a Lightning Web Component in a custom List View Button!
Hey there everyone! This weeks tutorial covers how to utilize an LWC in a list view button! If you didn't know, there is no obvious way to do this, LWC Quick Actions don't work for list view buttons and there is no Salesforce documentation (or really any documentation I've found) on how to use an LWC in a list view button.
Salesforce Open Source MVP's Episode 2: Learn How to Untangle your Org's Dependencies Quick and Easy with Pablo Gonzalez's HappySoup.io!
Hey Everyone! For the second episode of my Open Source MVP series, that highlights some of the most incredible open source developers out there in the eco-system, I was lucky enough to be able to speak with Pablo Gonzalez, the creator of the extremely impressive open source application, Happy Soup!
Salesforce can't switch to lightning
Depending on your user profiles, you may get different permissions for Salesforce lightning. Here are a couple of things you could check if you can’t perform the trick:
Salesforce can't add chart to report
This is another common issue faced by sales managers / sales directors, who work a lot with reporting. If you can't add charts to your report, here's how to fix that in Salesforce.
Salesforce can't upload file
According to Salesforce, files are essentially structured as Content, which has no way to set the Content Version's universal value. So when you can't upload files to Salesforce, most likely it's because the universal field value is required. Here's how to quickly fix this in Salesforce and get your job done.