Do you know if in SalesForce there is an app similar to Oracle Voice for Sales Cloud?
That is, in the mobile application sales representatives can generate appointments and tasks by voice.
I have problems with completing a trailhead exercise which is called: Create a global quick action for adding a new opportunity
I could create the quick action, but when trying to verify it says:
The 'Opportunity Name', 'Close Date', 'Stage' and 'Amount' fields do not appear to be on the new action page layout.
Indeed I created that quick action with these fields only, as you can see on the screenshot.
Can someone help?
In lightning,for some of the related list;new button is not getting displayed.For some it is getting displayed.
In classic all the related list have new buttons.
But in lightning that is not the case.
Why is the "New Note" Publisher action not showing in Salesforce1?
Knowledge Article Number 000206849
Description If you are a part of the Pilot Program "Salesforce Notes", the Standard "New Note" Publisher Action will not be visible in Salesforce1.
Resolution If you are a part of the Pilot Program "Salesforce Notes", the Standard "New Note" Publisher Action will not be visible in Salesforce1. There will be a separate "Note" action, and this is the action that will need to be added to your Page Layouts to use Notes in Salesforce1.
1. From Setup, click Create > Global Actions > Publisher Layouts.
2. Click Edit next to a global publisher layout.
3. Drag the Note action to the Publisher Actions section. Use the Note action—****not the New Note
4. Click Save.
5. If you have additional global publisher layouts, repeat these steps to add the Note action to those, as
What is the major difference between "Salesforce" license and "Force.com app subscription" license.Because in one of my apps for the user with "Salesforce" licence is able to perform all the actions.But user with "Force.com app subscription"
Thanks in advance!
Can anyone please explain to me as to what is the difference between Salesforce lightning and Salesforce1 App, or how are they related?
Salesforce.com Introduces Salesforce1. Salesforce1 is the new social, mobile and cloud customer platform built to transform sales, service and marketing apps.Salesforce1 is the first CRM platform for developers, ISVs, end users, admins and customers moving to the new social, mobile and connected cloud. Salesforce1 is a brand new app which replaced Salesforce Chatter and is what most of the current Salesforce buzz surrounds. In theory it'll allow you to make use of ALL Salesforce functionalities from your mobile, including all custom objects, apps and even Visualforce pages. It's also feed-first, so Chatter is central to it.
Lightning Experience, the new, fast, beautiful user experience from Salesforce. With a sales-centric mindset, we focused on reinventing the desktop environment to better support your sales process. The result is an intuitive, intelligent interface that helps sales reps work more naturally and close more deals faster.
It’s really just the beginning! Lightning Experience will transform Salesforce CRM and extend to service, apps, platform, and more. No matter what department you're in, we understand that the way people work is changing.
All this change is greatly influenced by the rise of mobile. Sales reps at your company are already using mobile to research prospective customers, get directions to client meetings, connect socially with customers, and more. We get that. That’s why Lightning Experience takes the cool stuff from the mobile experience and brings it to the desktop.
Salesforce1 is using same framework for user interface like lightning but both are dieffrent.
View Frozen or Lock Out users from the Home Screen
Freeze users: In Winter ’14 Salesforce introduced a new “Freezing” feature which prevents a user from logging in without deactivating them. This is very useful if the user has workflows or approvals associated to them or is the default lead owner.
Unlock users who forget their passwords and find themselves locked out.
Easily search for, view and edit a User record
Permission sets! Although you can’t (yet) create a new permission set within the app, you can assign or un-assign a permission set to a User
Links to Salesforce Ideas, Answers, User Groups, MVP Blog, Events and
Access Salesforce Release notes
How to make Picklist (Multi-Select) field as mandatory.When I am creating new multi select picklist,I am not getting required option.So how do I make it as required field?
Thanks in advance.
Thanks in advance.
“you do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.” on Salesforce1
I just had something a little weird happen on my salesforce app. I was in an account and started looking at the Activity History. When I would hit on an activity, it showed me the full description of the activity, until I started getting to some older records, then it said “you do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.”
How can I ensure he can access this?
When attempting to access older activities from the Activity History related list on a record within Salesforce1 I receive the following error message.
"You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary."
The activities you are attempting to access are over 365 days old (typical archival period) and archived. You can access them through the full site, but Salesforce1 cannot access archived activities through its API.