How do I preview a new release in Salesforce?
Preview and Test New Releases Every Salesforce customer has access to at least one sandbox, a test environment, where they can build and test new features before releasing them into production. You can also use a sandbox to preview and test new features, in your own configuration, before they’re released.
What are the benefits of preview sandboxing in Salesforce?
Those features are immediately visible to all Salesforce users when the release is in production. With a preview sandbox, you can evaluate new features ahead of time and determine if any communication will be helpful. Your users will definitely appreciate the heads up.
What's new in Salesforce help?
Salesforce Help is the new home for the release notes with an improved user experience. Now’s the time to scan the release notes. Use filters to display only the sections that relate to the edition and clouds you currently use. Use your sandbox to get early access to new features and test configurations before the scheduled production upgrade.
How do I use preview approvals and advanced approvals?
From the opportunity or quote, click Preview Approvals. Advanced Approvals shows a list of the approval rules that run when you click Submit for Approval. Review the approval rules to make sure that the correct approval conditions are defined.
How do I preview a file in Salesforce?
Preview a File Clicking a file from Files Home or in a related list opens the File Previewer, which lets you view the file without downloading it. Use the arrow keys in the previewer to see each page, zoom in or out, or change the preview width and screen size.
How do I preview a PDF in Salesforce?
Go to Setup | Build | Customize | Salesforce Files | Settings | General Settings....Steps to reproduce:Login as User.Switch to Lightning Experience.Search for a record that has a scanned PDF file attached.Click Related tab.Click File for preview.Displaying inverted color preview (0:01:43 Preview via Lightning).
What file types can be previewed in Salesforce CRM content?
Previewing. In Salesforce CRM Content you don't need to download a large document to view it. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can preview the entire file in your browser without downloading it.
How do I attach a PDF to Salesforce?
Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
How do you preview files in lightning community using LWC?
File Preview and Download Using LWCComponent Creation.Fetching file Details by sending recordId to Apex.Rendering Data and making it Downloadable.Preview of file on button click.Navigation in LWC.
How do I enable content files in Salesforce?
How to enable Salesforce CRM Content in SalesforceGo to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”On the right side, click Edit, then select “Enable Salesforce CRM Content”:Go to users.More items...
What happens when you enable Salesforce CRM content?
If the content delivery feature is enabled, you can send content to colleagues, leads, and contacts and then track how often the content has been previewed or downloaded. Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects.
How do I give access to a file in Salesforce?
On the file preview page or from the file actions list, select Share. Expand Who Can Access. Change file permissions for people and groups using the menu, or click the X next to a person or record to stop sharing the file.
How does Sandbox Preview work?
The sandbox preview is a 4-week window ahead of a major Salesforce release when all preview sandboxes are upgraded to the next major Salesforce release. It’s your first chance to test your configurations on the new release. Sandboxes are updated in groups, based on the instance where they’re located.
Should I refresh my sandbox?
Note: It’s important to plan ahead. The popularity of the sandbox preview program often means backlogs in sandbox create and refresh requests, especially closer to the cutoff date.
AppExchange preview instructions
Use this chart if you plan to upload or install one or more AppExchange packages using your sandboxes during the sandbox preview window.
