einstein-hubcom How to Create an Email Template in Salesforce This is the login page for Salesforce. Sign into your Salesforce account. You will be asked for an email and a password. … Click on the small arrow next to your username. It’s in the upper right hand corner. Click My Settings. It’s in the drop-down menu … Read more
How do I make my Salesforce dashboard public? On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. From the Share With dropdown, select who you want to share with. Navigate to the Dashboards tab. Select All Folders listed on the left-hand side. … Read more
How to customize a Salesforce dashboard table? The Perfect Sales Dashboard Should Have These 12 Sales Metrics Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. … Build your sales dashboard. … Include these sales metrics in your dashboard. … Your metrics … Read more
In order to use Lightning Reports, a user needs the Report Builder (Lightning Experience) system permission. Proceed to settings by pressing the cogwheel in the upper right of the Salesforce. Type “permission set” in the quick find box, select Permission Set and choose the permission set you wish to update. Sharing Content with Other Users … Read more
Creating Salesforce Reports Click on report tab and then click in new report button. You will navigate to below screen Select the report type ( which type of report you are creating ) and click on Create button. You will navigate to below screen. … Click on Save your report once you done with your … Read more
Creating Salesforce Reports Click on report tab and then click in new report button. You will navigate to below screen Select the report type ( which type of report you are creating ) and click on Create button. You will navigate to below screen. … Click on Save your report once you done with your … Read more
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. … Select the data type to specify that you want to use the default record type whenever you create that type of record. Otherwise, leave the box unchecked. … Click Save. … Read more
When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. Navigate to … Read more
3.2 Mark as Unique Field From your main menu, navigate to My Profile>Settings>Leads>Lead Settings>Lead Fields. Change the View filter from All to Custom. Against an existing custom field, hover your cursor over the icon, and click Mark Unique. On the pop-up, click Mark Unique. You can either save the field with No Validation, or add … Read more
From the Commerce app, open your store’s home page. Click the Search tile. Click Searchable Fields. Click Manage Searchable Fields. In the Manage Searchable Fields window, click the plus sign to mark a field as searchable. Click Save. Rebuild the search index. Full Answer Can you make a field searchable in Salesforce? Choose Use a … Read more