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Creating Profile
While creating a profile, first you have to associate the existing profile to the new profile and later you can change the modules and field-level access control. The table below provides information on the default profiles and the additional ...
Creating Profile
To create a new profile Click Setup > Users & Permissions > Profiles. In the Profiles page, click Create Profile. In the New Profile page, do the following: Enter the Profile Name. Select an existing profile from the Clone Profile drop-down list. The ...
Setting up Community Forums
Empower your customers with an online community using Support. Customers can initiate discussions, post questions and get support - all from a single unified platform. Setting up a community is very straight forward. But before that, let us learn a ...
Setting up Fiscal Year
The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, CRM's fiscal start month is set to ...
Modify Profile Permissions
By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...