5 Matching Annotations
  1. Sep 2023
    1. By incorporating the Navigation Menu component into your Salesforce Experience Cloud website, you can expand the scope of your navigation beyond conventional topics. This component allows you to include a diverse range of items in your navigation menu, such as Salesforce objects, topics, pages within your site, external URLs, and menu labels

      A well-structured navigation menu can significantly enhance user experience, making it easier for users to find the information they need and interact with the community.

    1. The same thing applies with lead assignment rules Salesforce – you can define which users will be assigned leads that come from your website and which users will be assigned leads that come from social media.

      By automating this process, businesses can ensure that leads and cases are handled promptly and by the most suitable team members, improving efficiency and customer satisfaction.

    1. Custom Labels that are installed as part of a managed package cannot be edited or deleted due to the restrictions of managed packages. However, you can still override the existing translations for these labels.

      This flexibility ensures that businesses can tailor the platform to their specific linguistic needs, even within the constraints of managed packages.

    1. Data categories in Salesforce Knowledge are used to logically separate articles and to filter the knowledge base.

      By categorizing articles, users can quickly locate relevant information, making the knowledge base a more effective and user-friendly resource.

  2. Aug 2023
    1. MFA Salesforce setup is not mandatory for your company’s Experience Cloud sites, employee communities, help portals, or e-commerce sites/storefronts. You have the flexibility to choose whether or not to activate MFA for Salesforce Experience Cloud external users accessing these sites. External users can be identified based on the following types of licenses:

      Implementing MFA is a proactive approach to ensuring that even if a password is compromised, unauthorized access can still be prevented.