Try our new AI Activity Summarizer Learn More

Category - Best Practices

Email Templates and HTML versus plain text

Date: October 6, 2015
By: Trevor Holewinski
Categories: Best Practices

A software interface for customizing buttons. The “Delete” button is listed under "Selected Buttons." The options for adding, removing, moving up, and moving down buttons are shown. "Available Buttons" list is empty. "Save" and "Cancel" buttons are at the bottom.

Deleting Emails from a Global Search in Salesforce.com

Date: March 19, 2015
By: Trevor Holewinski
Categories: Best Practices

A screenshot of the Page Layouts section in a managed Custom Object called "Email Message." It shows the option to edit the "Email Message Layout (PEGE)." Tabs for Standard Fields, Custom Fields & Relationships, Validation Rules, and Page Layouts are visible.

For Upload as Task – Adding Notes & Attachments section to Email Message Layout

Date: March 19, 2015
By: Trevor Holewinski
Categories: Best Practices

Understanding Folder Selection Strategies

Date: March 13, 2014
By: Trevor Holewinski
Categories: Best Practices