How do I connect to the Salesforce authenticator?
Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app. To help keep your account secure, we send you an email notification whenever a new identity verification method is added to your Salesforce account.
How do I Mark an opportunity as closed/won in Salesforce?
On your opportunity, there is a Salesforce CPQ field, “Contracted” [1], that triggers the contract and renewal cycle. At the end of a successful sale, you mark the Opportunity as Closed/Won.
When does MFA take effect in Salesforce?
The MFA requirement takes effect on February 1, 2022. Review the notification email sent to all Salesforce customers. MFA requires a user to validate their identity with two or more forms of evidence — or factors — when they log in. One factor is something the user knows, such as their username and password combination.
What happens at the end of a successful sale in Salesforce?
At the end of a successful sale, you mark the Opportunity as Closed/Won. Your Salesforce admin can create a workflow rule to kick off an automated process that marks the Opportunity as Contracted and creates a Contract on your customer’s Account.
What is nickname in Salesforce?
Community Nickname is used to identify a user in a community. Up to 40 alphanumeric characters are allowed; you can edit the nickname from the user record. The nicknames are automatically constructed when you create a user record (with unique alphanumeric chars) and user has an option to edit this field.
Is nickname unique in Salesforce?
May I know what are the usages of Community Nickname and Alias fields? Where are they used effectively? Also, Community Nickname is unique but not Alias. Thus, 2 users can have the same alias.
Can two Salesforce users have the same email address?
You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like [email protected] and [email protected], for different accounts that are associated with the same email address.
What does the yellow triangle mean in Salesforce?
It sounds like a custom image that your admin has choosen to display when certain criteria is met. If there is an orange circle "?" near it hover over that to see what help text has been added. If no help text exists then contact your system administrator of Salesforce to learn about this icon.
How do I create a unique name in Salesforce?
1. create a text field (dont put it on the page layout) and set it as unique. 2. Create a workflow on create/edit of the table (edit of the relevant fields if you want to be efficient) that concatenates the two fields you want into the created text field AND to the record name.
How do I change my Salesforce email name?
If you are a system administratorClick Edit to change your email address.Click Save. Username can only be changed under Advanced User Details, not Personal Information. Navigate to Setup | Manage Users | Users. Click your name. Click Edit. Make changes to the email address. Click Save.
Can I change my Salesforce username?
Keep in mind that Salesforce Customer Support can't change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs.
What is the format of username in Salesforce?
Your username must be unique across all Salesforce orgs, including trial and Sandbox orgs. The username must be in the format of an email address, for example, [email protected]. The email used in your username need not function or match the email address used for the account.
What is yellow triangle with exclamation point?
Your phone may display an exclamation mark in a triangle on a black screen. This screen is called recovery mode, and is usually accessed from the bootloader menu on an Android device. The most common cause of issues with recovery mode is when the device has been rooted; or having installed a custom ROM.
What is triangle with exclamation point?
Schedule Service. If you see that warning light triangle with an exclamation mark appear there's a simple explanation. This icon stands for your Honda vehicle's Vehicle Stability Assist system and will illuminate your dashboard when an issue with the system is detected.
What does red triangle mean on dashboard?
0:094:52What is the Red Button With Triangle on Car Dashboard ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe main things is this is a hazardous light. You don't use it for anything else except. You wantMoreThe main things is this is a hazardous light. You don't use it for anything else except. You want other drivers that it is dangerous or your car is breaking.
Administrator Exam Overview
Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.
Salesforce Platform Basics
Get introduced to the platform, navigate use cases, and build custom functionality.
User Management
Set up users and control how they can view or edit your business data.
Identity Basics
Secure your org so users can log in once to access a variety of apps, orgs, and services.
Permission Set Groups
Use permission set groups to bundle permission sets for a job function.
Protect Your Data in Salesforce
Secure your Salesforce org by controlling login and data access for users.
Security Specialist
Flex your security muscles by locking down permissions and tracking changes.
Who is the mascot of Salesforce?
Meet Astro , the Tanuki. Astro has been the most popular Salesforce mascot to date. He/She’s YOUR GUIDE to Salesforce. He/She represents that Salesforce persona who helps others to learn Salesforce. He/she’s featured in pretty much every presentation by Salesforce today.
When will Salesforce presenters be in 2021?
January 18, 2021 By ASTRID VAN DORST. Well-known in the Ohana, Salesforce presenters often refer to an ever-growing list of Salesforce Characters. But here are still many people who are new to the Salesforce world, and don’t have a clue what they’re about! If you’re new to Salesforce, you’ll soon figure out that these grown-ups are referring ...
What Character will be Next?
Can you guess? I have some ideas… We guessed foxy. Maybe because we’re marketeers. That’s what we’re good at. Talk to us about ideas for your new digital marketing.
When was Brandy introduced to Salesforce?
Brandy the Fox is the Salesforce’s character introduced on August 12, 2021! She personifies all of us marketers in the Salesforce ecosystem!!! That’s us!! Brandy help us get the best out of our challenges, experiences and journeys – regarding all things Marketing with Salesforce.
Who wants to collect all badges on Trailhead?
The trailblazing Badger! He’s the one who wants to collect all badges on Trailhead.
What is Blaze's persona?
About her persona: “Faithful, nurturing, intelligent, and trustworthy, Blaze is a born leader who knows a thing or two about safely navigating the wild. She’ll help you jump over obstacles, move around barriers, and clearly see the path forward.
What is Salesforce CPQ?
Salesforce CPQ uses the standard Salesforce Contract object, which is associated with your customer’s account. On your opportunity, there is a Salesforce CPQ field, “Contracted” [1], that triggers the contract and renewal cycle.
Does Salesforce CPQ automatically renew?
Salesforce CPQ can automatically create renewal opportunities and quotes for subscription products before your customer’s contract ends. Your renewal opportunity contains all subscription items with quantities from the existing contract , and is automatically updated with additional subscription products if an amendment opportunity is marked as contracted.
What is a flashcard?
A note about flashcards: Flashcards are meant to expose you to the variety of topics that are covered in an exam. Flashcards poke holes in your understanding, and, they tell you where you need to focus more time in your studies. If you simply memorize flashcards, you will fail!
Do you need to take classes to get Salesforce certification?
Classes can be very helpful in your overall Salesforce journey, however, know that you don’t need to take any classes to pass any certification . Generally, courses are a less efficient way to pass certifications, but at the same time, they require less thought on your part.
