Wednesday, July 30, 2014

10) How to schedule Update reminders in Salesforce?

1. Go to My Settings.


2. Under Calendar & Reminders, select My Update Reminder.


















3. Select the required fields and click "Save" button.

















Sample email


9) Update Reminder in Salesforce

Updated and accurate opportunities drive precise forecasts. Ensure that your opportunities are up to date by enabling managers to schedule opportunity update reminders—automated opportunity reports that managers can customize for their teams.

1. Go to Setup --> Build --> Customize --> Opportunities --> Update Reminders.



2. Click "Edit" button. Enable Update Reminder. Click "Save" button.



3. Select the users. Click "Activate" button to activate the users to receive the updates.