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To add others or remove yourself, click Edit Recipients. Select from the available entity types and start typing to see all the matching names. Only the users, groups, or roles with permission to access the report are shown in the list of matches. Select from the matching options and click Add. How do I add … Read more

Required Editions. Add the Additional Documents related list and the Notes & Attachments related list to your template section’s page layout. Go to the quote template where you want to include a PDF. Choose a template section and then click Include Document. Choose the PDF that you want to include. To include publicly accessible documents, … Read more

Merge data from a form submission into a Formstack Documents template to generate a PDF, Word, Excel or PowerPoint document. Save the generated document to any of the Salesforce submission records automatically. Generate multiple document merges concurrently from the same submission. Full Answer Can you upload a PDF to Formstack? By default, file upload fields … Read more

If you would like a PDF copy of the form submission to the Salesforce object record created/updated after your users click the submit button, check this option. After the form is successfully submitted, the PDF copy will be saved in Notes and Attachments related list on the Salesforce record. Full Answer How do I send … Read more

How to Setup a Path in Salesforce Create a New Record Type. Create a New Record Type on the object you would like to create the Path on and setup its own sales process for … Enable the Path. Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. … Read more

How to Setup a Path in Salesforce Step 1: Create a New Record Type. Create a New Record Type on the object you would like to create the Path on and setup… Step 2: Enable the Path. Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After… Step … Read more

Required Editions. In Salesforce Classic, go to the group’s detail page, and click Add/Remove Members. In Lightning Experience, go to the group highlights panel, and … To filter the list of users, start entering the name of the user you want to add or remove. To add a member, click Add; to remove a member, … Read more

If you’re using Salesforce Classic: On the Account Detail page, click Edit. On the Account Edit page, for the Parent Account field, click the Parent Account Lookup icon. In the Lookup dialog box, enter the name of the parent account and click Go!. From the search results, select the parent account. On the Accounts tab … Read more

Steps to follow:- Open a Opportunity record page From Setup, select edit page option. Add the Related List-Single Component on the canvas. In the properties pane, select Account Name as Parent record 0:00 1:17 How to Create Parent Accounts in Salesforce Lightning YouTube Start of suggested clip End of suggested clip Click on accounts select … Read more

While logged into Salesforce Essentials, click on the accounts tab While utilizing your list views, find one of your Account Child records and click on this Click on the edit button found closer to the top of your screen and find the field called ‘Parent Account’ Click on the ‘Parent Account’ field and then type … Read more