Could someone please let me know.
I am using Lightning and I would like to mass email customers. However, as I can read online, mass email is not available on Lithgning.
Does anyone know a workaround? Would it work if I just use classic to do it?
Upvote This Idea:
switch to classic experience to send the email and once sent you can go right back to lightning
I haven't found a sound answer that wasn't 4 or 5 years old, but is there any way to enable Chatter for Accounts?
Or at least @mention accounts? Is this an option yet in Salesforce?
For now if you need to have a chatter post show up at the record level you need to post it on the actual record. That being said if you have key accounts or opportunities that you manage, you could create chatter groups around those items and @ mention the group. Keep in mind the system is not going to tie that group to any specific records. You could @ mention a group on a record feed post to bring it to people's attention though.
Resource: - https://success.salesforce.com/answers?id=90630000000hjugAAA
Right now, when you attach something to the "Notes and Attachments" related list of a record, it is basically "dead". What my user wants is the ability to be writing an email to the user (of the record - say for example a contact) and then be able to attach something directly from that record's "Notes and Attachments" section. Has anyone seen a way to do this, either via Apex or an App?
Please use the insert field button to naviage to Opportunity - Sales Manager - Manager and select the first name and then last name
Custom Object > Opportunity > Sales Manager > Manager > First Name
the final formula will be something like
Opportunity__r.Sales_Manager__r.Manager.FirstName + " " + Opportunity__r.Sales_Manager__r.Manager.LastName
Does anyone have any experience of uploading data to the Individual object
I don't have this object in any of my orgs but you should be able to add data using the data loader. From the developer page https://developer.salesforce.com/docs/atlas.en-us.212.0.object_reference.meta/object_reference/sforce_api_objects_individual.htm it states that you need to be at API v 42 or higher so make sure you download the latest data loader app from your org otherwise it will not be able to see the object.
In addition, I am not able to find an idea for this to upvote. The only one I've found has been closed because it says delivered, however, its only to share users calendars with each other in lightning: https://success.salesforce.com/ideaView?id=08730000000DtJIAA0
Over time, I could see this becoming a growing issue as multiple people move from company to company that all use Salesforce?
- Setup | Create | Workflows & Approvals | Workflow Rules
- New Rule
- Select the object: Opportunity
- Evaluation Criteria: created and every time it's edited to subsequently meet the criteria [ 3RD OPTION ]
- Rule Criteria: criteria
Stage equals Closed Won
- Click Save & Next
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
- Select the Field to Update:
- Select Use a Formula to Set the New Value
- Click Save
- Hit Done