Try to add the "Files" related list on the page layout. If you are in lightning, go to Setup > Object Manager > Task > Page Layouts > Click on the page layout you are using, select the related lists on the gray panel, look for Files and drag it down to the related list, quick save and open a task record to confirm the Upload File button is existing.
Hope this helps.
Regards,
Kervin
The linked cases in this question lead to this being an issue since 2015. Why is there no resolution? The (i) under the field shows to delete or backspace to remove names from the list, yet it does not work. I have to re-type my own name each time I move a case into my name. Big time waster. Can someone provide a fix? Thank you.
is it possible to create a report of cases being followed?or create a view of just these cases?
i was thinking I could create a rule where if the case is being followed a checkbox is automatically selected in the case record. possible? or is there an easier way?
**We have less than 1000 customers and the funcationality that we are looking is bare sharing of documents with secure login for each customer and obviously integration with salesforce.
Experience cloud is built for customer interactions with salesforce. For approx 1000 users it would be costly to purchase licenses. If users need to login to access data then it has cost. If a public site is required without any login then its free.
I'm having an issue in Lightning where notes are associated with a record, but not showing up on that record. I've enabled notes across the org. I can create new notes and find them in "My Notes" but they do not show up on the opp, contact, account, etc that I have associated with it. I have everything added into the page layout, new notes in global actions, and I can't figure this one out. I've tested it on opps, accounts, and contacts. Screen shots below of an opp with a note associated and not showing up in the opp's notes and attachements.
You need to drag the Note related list in Opportunity, Contact, Account from the page layout of a specific object.
Thanks.
I am looking forward to upgrade my Pardot org to HML, but the upgrade banner for HML is not showing anywhere on the Dashboard.
Not able to find out why the upgrade banner is not showing.
Please advice.
Thank you all
This query is related to Pardot, and while my primary expertise is in SFMC, based on standard guidance:
If neither applies, it’s best to raise a case with Salesforce Support to confirm your org’s status.
Upvote the idea: https://success.salesforce.com/ideaView?id=08730000000BpLoAAK
I would like some advice on which Salesforce Certification I should register for.
I have only been using Salesforce for the last 6 months, however I have attended a Salesforce foundation "college" programme (which is similar to the instructor lead 201 class).
Over the last 6 months, I have become very comfortable with Workflows, Analytics, Custom Objects (almost all we use!!), Formulas, Settings and Permissions etc.
Any advice on which path I should go would be greatly appreciated.
Kind Regards,
Scott
http://certification.salesforce.com/administrators
When you're logged in into Trailhead, click on the picture at top right and select Profile from the dropdown.
The url that appears in the address bar is your Trailhead Profile URL.
We just upgraded/migrated our Customer Portal to the new Customer Communities product and now when we create a new Community User the Welcome email is not sending at all - regardless of whether or not you check "Generate new password and notify user immediately" or not - have tried both ways on initial creation and either way it does not send the welcome email.
In the Manage Communities Setup option we do have "Send welcome email" checked and created a new email template to be used with it. The template is active and Available for Use.
When I first Published the new Community I did not have the Manage Communities Setup option "Send welcome email" checked because I didn't want to blow up all the existing Users' inbox. We were already sending an email to customers announcing the upgraded Community. But then once it was Published and the new email template was created the setting was checked back to "Send welcome email".
What does work is after you create the new user and leave "Send welcome email" un checked, Save it. Then go back and click 'Edit' and now check "Send welcome email". That will then send the email template set for the 'Forgot Password' and 'Change Password' options in the Manage Communities Setup options.
And apparently, SFDC changed how they treat these emails from Portal to Communities, but does not mention this in any documentation. In Portals an auto-generated password used to be contained directly in the email template, inserted at the bottom.
Now, in the new Communities, that auto-generated password is no longer included, but they changed how they do this for security reasons (winter 14 release update apparently) and instead of sending a username and password in the email they now send a special link that allows people to click and change their password.
The trick is that your forgot your password email template needs to include this special merge field (undocumented anywhere by SFDC from what I found):
{!Community_Url}
If you include that it will be replaced with a special url that allows the user to change their password and logs them in. Thread where I first found this out: http://salesforce.stackexchange.com/questions/17887/communities-forgot-password-emails
This is being successfully included in the 'Forgot Password' and 'Change Password' email templates that were created. So when I go back to the newly created User and click 'Edit' and now check "Send welcome email", it does send the email template set for the 'Forgot Password' and 'Change Password' options to the new user and they are able to get in after setting their password.
Anyone else experiencing this or have any suggestions of things I should try to make this work as it's supposed to?
Thanks,
Alex
@Alex Schutte @Satya Prakash S Did you tried this URL Troubleshooting Steps If Site Members Don’t Receive Welcome Emails
?
Or below is some quick thoughts.
1. Welcome emails are
not sent if the Experience Site is in Preview status. Even if you checked the "Send Welcome Email" box, Salesforce will suppress these emails until the site is fully Activated.
2. Ensure the User Profile or Permission Set is added to the
Members section in Administration > Members.
3. If you are using a custom template, ensure it contains the merge field {!Community_Url}. Without this, Salesforce sometimes fails to generate the email because the mandatory secure link cannot be rendered.
4. In
Administration > Preferences, temporarily check "Let guest users see other members of this site". In some org configurations, this permission is required for the system to successfully execute the "Welcome" trigger upon new user creation.
5. Go to
Setup > Email > Deliverability and ensure "Access level" is set to All Email.