-
What is Post Templates?
What is Post Templates?
-
1 Reply
-
Identify which fields to display in an approval request post.
REQUIRED EDITIONS AND USER PERMISSIONS
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer EditionsUSER PERMISSIONS NEEDED
To create approval request post templates:
Customize Application
From Setup, enter Post Templates in the Quick Find box, then select Post Templates.
Click New Template.
Select the object for your template.
Click Next.
Give the template a name and description.
If you want this template to be the default for the associated object, select Default.
Add up to four fields to display on the approval request post.We recommend putting any text-heavy fields—such as Comments or Description—at the bottom.
Save your changes.
Log In to reply.
Popular Salesforce Blogs
Salesforce Dynamic Actions: How to Get Started?
The Salesforce Spring '23 Release date is approaching. And there is one (of many) interesting features in Release Notes: Dynamic Actions for Standard Objects (Generally Available).…
Salesforce Service Cloud - An Introduction
Service Cloud This portion of the Salesforce stage is centered on giving back and offering assistance to the clients. This makes a difference in holding…
All You Need to Know About Metadata, Custom Metadata Types and Metadata API
What is Metadata? Metadata is the data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When…
Popular Salesforce Videos
How to Become a Salesforce Developer? No Programming Experience Needed
Salesforce Developer has once again been named one of the world's best jobs. In a list of 25 job roles, Salesforce was the only company…
Web Chats In Salesforce | Service Cloud | Kanika Chauhan
Salesforce Web Chat (previously known as Salesforce Live Agent) is a feature that allows customers to communicate with the company via the web through instant…
Generate the Multiple Contracts in Salesforce CPQ
In this video, watch a demonstration of how to generate multiple contracts using a single quote record. Watch and learn. Do let us know in…
