Steps to Enable Event Monitoring dashboards in PROD/Sandbox

Hello!!

I am going to produce the steps to Enable Event Monitoring dashboards in Salesforce Sandbox /Production Environment….

Pre-Requisite: >> Enable Analytics >> Setup >> Analytics >> enable Analytics (This is a major step without this you won’t see analytics studio app)

  1. Setup >> Event Monitoring >> Enable Login Forensics and Event Log File Integration with Event Monitoring Analytics App
  • Open Analytics studio app >> Click on that and a new tab will open (FYI., pop up from browser might block this so set it to allow)
  • Create >> Click on it
  • Follow the below screen steps
  • You will see steps 1 to 5 don’t change anything except the no. of days to 30
  • Name the App “Event Monitoring App”
  • The app will run and you will see the below screenshot and an email will be sent once its ready.

Hope you got all the details!

Anil B [03/03/2019]

Email Quick Action missing in Feed Tab

In this post, I am going to provide you with the steps to debug the issue: Email Quick Action missing in the feed Tab…

  1. Login to salesforce Sandbox (www.test.salesforce.com) or Production org
  2. Navigate to the app (ex. Service console) using app launcher
  3. Open Case page and check if the quick action is visible
  4. Follow the below steps only if quick action is not visible
  5. Setup>>Object Manager>>Case object>>Case Page Layouts>>check if the quick action is added to the case page layout
  6. Drag and Drop the quick action into the layout and click save
  7. Even now if the quick action is not visible now then please follow the below steps
  8. Setup>>Administer>>Email Administration>>Deliverability>>Set Access to Send Email (All Email Services) to All Email>>Click Save.
  9. FYI., Screenshot for reference

Anil B[03/03/2019]

Email Template on Custom Object

Custom Object Not Showing Up in the Select Field Type Drop Down.

I faced this problem, the Custom Object was not showing in the drop down list. Since, there was a Standard object with the same name.
When I try to merge the Fields in the Email Template I was looking at the standard object fields.

Example:                 Case                      Standard Object
Case__c              Custom Object

How I resolved:

Just change the label of the Custom Object. This brings out the custom object in the drop down list of the Select Field Type.


Now you can merge the required fields into the Email Template

– Chandra [10/12/18]