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Redact Salesforce Proposal Template

Redact Salesforce Proposal Template

Aug 6th, 2022

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How to Redact Salesforce Proposal Template

5 out of 5

13 votes

In this video tutorial, the presenter discusses native redaction in Salesforce. They demonstrate this feature using an account record detail page with a sales invoice containing sample data for redaction. The tutorial shows how to open the invoice in WebViewer, where three names are already marked for redaction. The presenter explains how to use text search to find and select occurrences of terms (e.g., "write exporting") for redaction. They highlight that marked items appear with a red rectangle. Additionally, the presenter demonstrates how to manually draw redaction marks using the UI, specifically marking an address for redaction.

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