On the action list page for either type, click the name of the action, and then click New in the Predefined Field Values related list. You can set predefined values for any field available in the action layout editor, with these exceptions. Multi-select picklists Read-only field types like auto-number, formula, and roll-up summary fields
How to monitor emails sent from Salesforce lightning experience?
Use Email Logs to Monitor Emails Sent from Salesforce Set Up Email Address Internationalization (EAI) Convert a Lightning Email Template from SML to HML Manage Public and Private Email Templates in Lightning Experience Public and Private Email Templates in Lightning Experience Set Up an Email Domain Filter
How to test the deliverability of emails sent through Salesforce?
Test the Deliverability of Emails Sent Through Salesforce Troubleshoot the Email Action Confirm That Record Layouts Are Using the Correct Email Action Create Predefined Field Values for Email Recipients in the Send... Fields Available on the Email Quick Action Confirm That Global Layouts Are Using the Correct Email Action
What are some writable external objects considerations for Salesforce?
Writable External Objects Considerations for Salesforce... Build Localized Component Labels and Attribute Values on Lightning... Add and Customize Tabs on Lightning Pages Using the Lightning App... Track Certain Data Privacy Preferences for Leads and Contacts... Formulas: How Do I ... ?
How to integrate social intelligence with Salesforce meetings?
Use Merge Fields for Visualforce Email Templates in Salesforce Classic Register a Personal Twitter Account in the Social Intelligence Module Configure Permissions in the Social Intelligence Module Learn About Posts and Actions in the Social Intelligence Module Use Einstein Activity Capture with Salesforce Meetings
How do I change the default value for a lookup field in Salesforce?
0:006:05How to Set Default Values When You Create a New Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipSo if you always want the value to be defaulted no matter where they click to create a new record orMoreSo if you always want the value to be defaulted no matter where they click to create a new record or how the new record was created you'd actually want to just set a default. Value right at the field.
What is a predefined value?
Definition: You specify predefined values for configuration variables. If you specify predefined values for a configuration variable, the engineer can only select from these values in Project Builder and not enter values freely.
What is a quick action in Salesforce?
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users' navigation and workflow as smooth as possible by giving them convenient access to information that's most important.
What are predefined values in Salesforce?
When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records.
What is the default value of a reference?
nullThe default value of a reference type is null . It means that if a reference type is a static class member or an instance field and not assigned an initial value explicitly, it will be initialized automatically and assigned the value of null .
How do you add a custom quick action on a lightning page?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
What are the four key user engagement scenarios?
Four scenarios illustrate the most common user engagement experiences:Onboarding.Feature discovery and adoption.Help and troubleshooting.In-app learning and skill growth.
What is utility bar in Salesforce lightning?
The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.