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Required Editions. Click the Plus icon () to the right of your current tabs. If you want to see a list of just the tabs for a specific app, select that app from the View drop-down list. Click Customize My Tabs. In the Custom App drop-down list, select the app where you want the tab … Read more

There is a standard component -> related list – single in the same layout. Please add that as shown below Drag the component to your page layout as per the requirement select the type as ‘ activity history ‘ for the related list in the right options columns. repeat the same for open activities. Approach-1. … Read more

On the object which you want to add this/remove other buttons Go to the page layout for the object, for example the Contact object. Edit the page layout Go to the related list called Activity History In Salesforce Classic In Salesforce.com, click Setup. In the Build section, click Customize > Activities. … On the Activities … Read more

1 Answer. Step 1: Create a Visualforce Page and add your component. Step 2: From Setup, click Customize | Home | Home Page Components. Step 3: Click New. Step 4: Enter a name for the component HomePageOpps. Step 5: Choose the type of component Visualforce Area. More items Full Answer Can I use a Visualforce … Read more

With your roles ready to go, you can now add users to Marketing Cloud and apply a role to that user. Navigate to Marketing Cloud Setup. Use Quick Find to navigate to Users. Click Create. Review Add a User in Salesforce Help to learn how to complete specific fields when creating a user. The Marketing … Read more

Select and add the fields like Log a Call, New Event, New Task, New Note to the Salesforce1 and Lightning Experience Actions section. Arrange the layout and click Save to save the new Publisher Layout. After refreshing the browser page, you’ll see available Global Actions. In Setup, click Object Manager, click the object that you … Read more

The workflow rule for acknowledgment emails relies on specific values in the Acknowledgment Status field. To add those values: From Setup, click the Object Manager tab. In the list of objects, click Opportunity. Add the Email Acknowledgments Button to the Opportunity List View From Setup, click the Object Manager tab. In the list of objects, … Read more

Go to Salesforce -> Click the Campaigns tab (if this does not show, you will need to add it to the navigation bar). Click on the Campaign you want to add Accounts to. Scroll to the Campaign Members related list -> click on the dropdown and select Add Accounts. Simply select the Accounts you want … Read more

Go to Salesforce -> Click the Campaigns tab (if this does not show, you will need to add it to the navigation bar). Click on the Campaign you want to add Accounts to. Scroll to the Campaign Members related list -> click on the dropdown and select Add Accounts. Simply select the Accounts you want … Read more

From Setup, click Object Manager and select Account. Click the Page Layouts link, then click New. Select Account Layout from the Existing Page Layout picklist. Full Answer How to add custom field to existing object in Salesforce? Also anyone please suggest me on how to add a “Custom Field” to the existing Object in Salesforce.com. … Read more