My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Question About Sandbox Refresh
Hi @"WillHendrick", There are no general best practices I can share other than to take special care about granting access to the Sandbox to avoid that ordinary users might be confused and s…1 -
Re: Email Template for Sending Individual Statements
Hi @"PaulFleetwood", This is logged as an enhancement request under 80182 Please provide the ability to embed a PDF form in a e-mail merge instead of having to attach the document. Please v…1 -
Re: I have edited an existing custom role, changed the name and re-saved, but the name change did not re
Hi @"daniel.loynes", Please check SuiteAnswers Translating Custom Role Names | Id: 21018 and let me know if this helps. Thank you. Michelle Jabanes-Oracle1 -
Re: Change Case template for customer service
Hi @"Tara_Koin", To edit the Email Notification Template, you must need to know which template is being used. 1. Navigate to Setup > Support > Case Profile 2. Edit your default Case P…1 -
Re: Setting a default view for users
Hi @"New_44789", The Criteria can only be configured on Saved Searches and not in the user's role. I would like to know what are your goals of restricting the sales team. * Are you acc…1
