Pardot Deleting Options Mass Delete In the Prospect list view, or from any list, use the checkboxes beside the Prospect records. Scroll down to the bottom of the list, and select ‘Delete’ from the dropdown menu (a tricky one to find if it’s your first go!).
How do I use Pardot with Salesforce Lightning?
Instead of using the Pardot Classic app, users can access Pardot by navigating to pi.pardot.com and logging in with their Salesforce credentials or by enabling the Pardot Lightning app in Salesforce Lightning. Learn more about the Pardot Lightning app in Salesforce Help.
Who can delete chatter posts in Salesforce?
Chatter posts, like any other data in Salesforce, are stored forever unless an authorized person deletes them. Here's who can delete posts: Users without any special permissions can delete their own posts, posts on their own Chatter wall items, and posts on records they own.
What happened to the Pardot classic app in Salesforce?
The Pardot Classic app that currently exists in Salesforce Classic and Salesforce Lightning is retiring, not pi.pardot.com. To mitigate future security vulnerabilities and to ensure our Pardot customers’ data remains secure, Salesforce is retiring the Pardot Classic app that is currently available in Salesforce Classic and Salesforce Lightning.
How do I delete a list in Pardot?
Pardot Deleting Options. Mass Delete. In the Prospect list view, or from any list, use the checkboxes beside the Prospect records. Scroll down to the bottom of the list, and select ‘Delete’ from the dropdown menu (a tricky one to find if it’s your first go!).
How do I turn off Chatter in Salesforce?
To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings .To disable Chatter for your entire organization, deselect Enable in the Chatter Settings section.
How do you customize chatter?
From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts.Click Edit next to the group layout that you want to customize, or click New to create a layout.From the palette on the top of the page, drag fields, buttons, and other user interface elements. ... To save the layout, click Save.
How do I hide the Chatter feed in Salesforce?
How do you hide Chatter Feed in Lightning? click on the Gear Icon on the top right and select edit page. Then click on the (1) chatter in the middle of the page and (2)delete it from the right section. once done save .
How do I uninstall Salesforce Connector?
Answer:Log into your Jira.Click the Jira icon in the top left ( , , , or ) > Settings > Add-ons > Manage add-ons.Locate Connector for Salesforce & Jira under User-installed add-ons.Click Stop trial. A dialog box will ask you to confirm. Click Unsubscribe.Now click Uninstall.
How do I change my chatter component?
Salesforce: Activities & Chatter componentGo to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities.Once enabled, you should see the Activities component.Chatter.More items...•
How do you change the chatter publisher lightning component?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. Select Enable Actions in the Publisher . Although the Enable Actions setting appears in Lightning Experience, it has no effect there.
How do I remove chatter from page layout in Salesforce?
You need to go to Feed Tracking in Setup under Chatter, Select the object and uncheck the Enable Feed Tracking at the top. This will remove it from all page layouts under the object.
How do I turn off email notifications from Chatter in Salesforce?
Set your preferences for when to be notified via email about Chatter activity....From the menu under your name, click Setup or My Settings.Click Chatter.Click Email Notifications.Select your preferences.Save your changes.
Can visualforce be used in the Chatter feed?
Note that Chatter components are unavailable for Visualforce pages on Force.com sites. Ext JS versions less than 3 should not be included on pages that use this component. Note also that the chatter:feed component doesn't support feedItemType when the EntityId entity is a user.
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 disable Talkdesk?
Click on the 'Talkdesk Admin' tab. In 'Account', hit the 'Disconnect From Talkdesk' button [1].
How do I uninstall Salesforce Gmail plugin?
To disable the Send to Salesforce for an individual email, click the "Salesforce" cloud button at the bottom of the compose window and toggle "Send to Salesforce" to the off position.
Step 1: Align with your Salesforce Admin & Team
You don’t just go in there ‘all guns blazing’ and delete the user record – oh no, it’s key to get the context and align with your Salesforce admin.
Step 2: Check Integration Users
Some users may be in use as integration users. Check your “Connectors” section to see if the user is listed there in the ‘username’ column. You will need to switch the user out if that’s the case!
Step 3: Reassign Prospects
On a Pardot user’s record, you will be able to view tables of prospects, assets, and automations that this user is tied to. You have to disassociate the user with each before deleting, because these mass actions won’t be accessible to you once the user record is in the recycle bin!
Step 4: Modify Assets, Automations & Notifications
Let’s start with marketing assets. These remain untouched – so you don’t have to worry about the email templates, landing pages, and layout templates that the user created or modified.
Step 5: Delete User
Finally, you can delete the user by using the dropdown menu on the top right of the screen.
When is this change going into effect?
On October 11, 2021, new Pardot customers and current Pardot customers who have not accessed the Pardot Classic app between July 14, 2021, and September 14, 2021, will lose access to the Pardot Classic app. By October 17, 2022, the Pardot Classic app will no longer be accessible to any Pardot users, including any of the app’s active users.
Is the standalone Pardot app being discontinued?
No. Although we encourage all users to migrate to the Pardot Lightning app, the standalone Pardot app (available at pi.pardot.com) remains available to all Salesforce customers.
Will this change require me to enable the Pardot Lightning app?
No. Although we recommend using the Pardot Lightning app to have access to all new and upcoming features, you can still use Pardot at pi.pardot.com.
Will my Pardot users lose any functionality when they no longer have access to the Pardot Classic app?
No. The same classic user interface with the same features and functionality are available using the standalone Pardot app at pi.pardot.com. If you want your users to still be able to access Pardot within their Salesforce instance, you must enable the Pardot Lightning app.
How do you delete Prospects in Pardot?
Let’s start by saying you can’t delete Prospect records from Pardot. When anyone mentions ‘deleting’ Pardot Prospects, what they mean is placing prospect records in the recycling bin. Any Prospect records that are ‘deleted’ sit in the recycle bin (outside of the main Prospect list) and will be restored if the Prospect becomes active again.
Pardot Deleting Options
In the Prospect list view, or from any list, use the checkboxes beside the Prospect records.