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It is also possible to add more Workspaces and sorting of columns and other views (subject to user group access). It is also possible to change search parameters to all workspaces.
Resetting a Workbench
Skal Reset af Workbench ikke beskrives her?If you wish to come back to how a Workbench was setup for you from the beginning it is possible to reset your current selected Workbench by be aware of this warning:
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WARNING: If you reset |
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a Workbench, all of your selfmade settings/changes will be lost! |
You can find the Reset Current Workbench menu from the profile icon to the top right:
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Play this video to see how the ‘Reset Current Workbench’ functionality works when selfmade changes/settings has been made:
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Workbench for administrators
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First of all, you need to set up the Workspaces incl. settings like filters, views, search parameters and column sorting. Once that is done, click on the Workbench icon in the top left corner and click on ‘Settings'.
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INFO: You can decide which Workspace should be active by default when a user logs in. Click on that specific workspace before saving it.
A drawer will open: Add a new workbench from the three dots menu by selecting ‘Add new’:
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Give the workbench a descriptive name and click on the arrow to the right to confirm:
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OBS! Jeg syns ordet Salesforce er lidt forvirrende i denne sammenhæng. Tror at Sales Team er mere egnet. Det betyder desværre at billedet skal laves igen 😔 Now you need to add one or more user groups to ensure that the member of the group(s) are assigned to the Workbench. This also means that the Workbench will be in effect when the group members log in next time. Add groups by selecting one or more user groups under ‘Invited groups’ in the right column.
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If changes are made to a already saved filter (blue chips) used in different Workspaces and/or Workbenches it’s important to click on all other Workspaces where the filter is has been used and in which the change/changes to the saved filter wasn’t made before publishing. Users of the Workbenches should of course alsp be asked to reset their Workbench to apply the changes.
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