einstein-hubcom In Salesforce, go to Reports > New Report… (or locate your existing report and edit it) Select the Report type you are working on (eg Leads or Contacts) and click Create In the Fields column on the left-hand side, find the Lead ID or Contact ID field Go to Setup > Create > Report Types. … Read more
Salesforce Classic: Click on Setup | Manage Users | Permission Sets Open the Permission Set that has the ‘Edit Read-Only Fields’ added in it Go to System permission Deselect the option ‘Edit Read Only Fields’ Save Salesforce Classic: Click on Setup | Manage Users | User. Open the user record and navigate to ‘Permission Set … Read more
How to make field non-editable in Salesforce? Open the field. Click Set Field-Level Security button. Select Read-Only check box for the profile. Salesforce Classic: Click on Setup | Manage Users | Permission Sets. Open the Permission Set that has the ‘Edit Read-Only Fields’ added in it. Go to System permission. Deselect the option ‘Edit Read … Read more
Click on the gear icon then Setup > Object Manager. Choose the object > Fields & Relationships. Select the custom field that you will make required. Click on Edit and under General Options select Required. Click on Save. Field level requirements Click on Setup. Go to Quick Find and enter Object. Choose the object. Under … Read more
In order to add a new field to show up in the report, first go to the report Type -> find your report type -> Edit Layout and then from the right panel add your custom field to this report. Open your report now and you should see this field. Fields Available for Reports Select … Read more
Navigate to the Dashboards tab. Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard Folder name. Select Share from the dropdown. In the new popup window, Share with Public Groups or Users, View Access. Click Share, and then Done. Nov 5, 2019 … 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
Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options Select “Save As” option Enter the name of your new dashboard and the Folder you will want to save this report The default is “Copy … Read more
How to Create a Campaign in Salesforce Sign into your Salesforce account. Go to the “Campaigns” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. Choose whether it is a “Parent” campaign or a “Child” campaign in the drop down menu for Campaign Record Type. Fill out … Read more
To maintain Salesforce Certification credentials, all certified professionals must successfully complete release maintenance exams specific to their credential. So, you need to complete the Administrator Certification Maintenance module that’s provided for each release. Full Answer How do I check Salesforce certification? Senior Level 4-5 years (implementing complex security models in Salesforce) + 2-3 years (Salesforce … Read more