salesforce

Specify the fields you want to include in the record edit layout using lightning-input-field. For more information, see the lightning-input-field documentation. Include a lightning-button component with type=”submit”. When you press the Enter key or click the button, it validates the fields and submits the values. Add Local Name Fields to a Page Layout in Lightning … Read more

There are two ways how to add fields in Salesforce: Manually or using the Field App. Manually: Log into your Salesforce account and navigate to the page where you want the field to show up. Click “Edit” at the top right of the page, find “Add” button on the left panel and click it. Nearly … Read more

Create a Compact Layout. From the Object Manager, enter Contact in the Quick Find box, then select Contact . From the Contact object management settings, go to Compact Layouts and click New . In the Field Label field, enter Mobile Contact Layout. Add the following fields to the layout: Name, Phone, Stage, Email. You can … Read more

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 Drag and drop it into the report Scroll … Read more

Simply go into Setup->Create->Report Type, click the Selected Fields button and add the field. You can’t modify standard report types with the exception of adding new fields to the sobject and having them listed on the report type. There’s no sure fire way of running a “report of reports” and adding a single field per … Read more

Adding fields to Standard Buttons or Links. 1. Click on Setup | Customize | Leads | Buttons and Links. 2. In the “Custom Buttons and Links” section, click on “New”. 3. Assign a name and label to that button. It would be best to have the label set to “Convert”. 4. Choose “Detail Page Button” … Read more

To create and test custom fields in Salesforce objects in the Lightning platform, you need to Sign Up for a free trailhead account. Step 1 Login to your Trailhead Account and launch the Trailhead Playground. Step 2 Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page. Because everything … Read more

If you want to add a custom field as a column in the related list, Go to the object on which Your Product’s related list is on, then edit the pagelayout -> Edit the relted list -> add the custom field to the selection and save the page layout. Let us know if you find … Read more

How do I add a field to a list view in Salesforce lightning? From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls ( ), select New. Name the list Channel Customers . Select All users can see this list view. Click Save. Click Add … Read more

Add a group by dropping a field onto a drop zone. Click Show | Drop Zones to make them visible. You can also click a column menu for a field in the report and choose Group by this Field. In the Fields pane, drag the new field you want to group by into the Preview … Read more