Salesforce Steps and Instructions - Part 4

Useful Salesforce Steps and Instructions – Part 4

Hello All,

Welcome to the another part of Useful Salesforce Steps and Instructions. The provided below steps will be very useful for you while working with Salesforce.

Steps to Enable Contract setting

  1. Click on the "Setup" button in org
  2. Search "Contract" in quick search box
  3. Click on "Contract Settings"
  4. Check the checkbox for "Send Contract Expiration Notice Emails to Account and Contract Owners"
  5. Click on "Save" button

Steps to view Debug Logs

  1. Click on "Setup" button in org
  2. Search "Debug Logs" in Quick Search box
  3. Click on the "Edit" link before your Username
  4. Select "Start Date" as today and "Expiration Date" 24hrs later(means next day)
  5. Click on "Save" button

Steps for assigning Permission set to user

  1. Click on the "Setup" button in org
  2. Search "Permission sets" in quick search box
  3. Click on Permission sets "Opportunity and Service Contract Modify All Permission"
  4. Click on "Manage Assignments" button
  5. Click on "Add Assignments" button
  6. Search User for which you want to assign permission set and click on checkbox before its name
  7. Click on "Assign" button
  8. Click on "Done" button

Steps for adding record types to profile System Administrator

  1. Click on the "Setup" button in org
  2. Search "Profile" in quick search box
  3. Click on the profile "System Administrator"
  4. Search your sObject in "Record Type Settings" and click on "Edit" option
  5. Move your record type from "Available Record Types" to "Selected Record Types"
  6. Click on "Save" button

Steps for Page Layout assignment for sObject Record type

  1. Click on the "Setup" button in org
  2. Search your sObject in Quick Search box (If its an custom object search ‘object’ then open your custom object).
  3. Click on "Record Type"
  4. Click on button "Page Layout Assignment"
  5. Click on button "Edit Assignment"
  6. Select the complete column of record type
  7. In "Page Layout To Use" picklist select the value of page layout
  8. Click on "Save" button

Happy Salesforce!

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