Knowledge/Tags: Salesforce
    If your Salesforce instance is running the Lightning version or the “Files uploaded to Attachments related list on records are uploaded as Salesforce Files, not as attachments” option is enabled, additional configuration is required to access Files in your Magentrix portal....
    Magentrix Article Search for Salesforce allows users to search and attach Magentrix hosted articles to case tickets. Follow these steps to configure Magentrix Article Search for Salesforce....
    If you would like to have your Salesforce notes and/or attachments present in Magentrix, you need to import the ‘Notes’ and/or ‘Attachments’ objects from Salesforce, set the correct permissions to the security roles, then add them to a related list to the desired object....
    When a Portal User account's corresponding Contact record in Salesforce is deleted, the user is prevented from logging in for security reasons. Often, a Contact Record is deleted by mistake during the process of removing duplicate records....
    For every integrated object or native Magentrix entity, you can customize its interface/page layout using Magentrix’s visual layout designer. With the designer, you can create multiple layouts for a single entity and assign each layout to a specific user role....
    To assign Leads to Partners via the Magentrix portal (for Salesforce.com Leads), which allows each Partner to view only their own Leads, you will have to set up private access to Leads....
    When a field is added to an object in Salesforce, you must refresh that object in Magentrix to see the new field in your portal....

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