Table of Contents
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to enable Salesforce CRM content in Salesforce?
The profile of the user doing the sync should have the following permissions enabled:
- Manage Salesforce CRM Content
- Create Libraries
- Manage Content Permissions
- Manage Content Properties
- Manage Content Types and
- Deliver Uploaded Files and Personal Content
How to enable field history tracking in Salesforce?
For Custom Objects:
- Go to the ‘Custom Object Samples’ option.
- Click on the ‘Edit’ option and go to ‘Additional features.
- Enable ‘Track field history’ for Object samples.
- Click on the ‘Save’ button.
- Now go to ‘Custom fields and relationships and click on ‘Set history tracking’.
How to enable floating report header in Salesforce?
Known Issues · Fixed
- Open IE 11 or Microsoft Edge
- Switch to the Lightning UI if not already there
- Click on Name | Setup | App Setup | Customize | Reports & Dashboards | User Interface
- Select “Enable Floating Report Headers” check-box
- Go to a report that should have floating headers
- Scroll the report down
- Note that the report headers do not float.
Can we do the inline editing in Salesforce list view?
You can inline edit in Recently Viewed or Team list views that are predefined to contain only one record type. You can also edit tasks on the tasks object home page even though they’re not in a list view. You can’t inline edit in split view.
How do you make a field editable in a list view in Salesforce?
To edit fields in one row of a list view:From the list, hover over the cell to edit, and then click. . Or, double-click the cell.Make your change in the editable cell or cells. A Save button appears at the bottom of the list view.Click Save.
How do I enable inline editing in related list?
Navigate to the corresponding record lightning page and add “AGrid List View” in the layout. Choose correct configuration from the Configuration Name drop-down list and enter the name of the Parent Field. Save the changes, and your inline editing is now ready for use.
How do I enable or disable inline editing in Salesforce?
This is done by editing the Page Layout and clicking the “Layout Properties.”This way, inline editing is generally allowed but is disabled for assignment. The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck “Enable Inline Editing”
Why is field not editable in list View Salesforce?
The Name field cannot be edited in inline editing. The reason being Name field are 2 fields joined together (First Name and Last Name). A field must also be on at least one page layout in order to inline edit in a List View.
How do I disable inline editing in list view?
One quick work-around is, to add a default record type. If you add record type then you need to filter the list by record type for inline edit. If you don’t filter the list view with record type, then you automatically Salesforce disables the list view inline edit.
How do I enable enhanced related list in Salesforce?
Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.
How do I edit a related list in Salesforce?
Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. … Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. … If desired, select other page layouts to apply your related list customizations to.More items…
Can you inline edit in Salesforce report?
How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes. You’re now set to go.
How do I edit list view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don’t have permission to edit this list view. … In Specify Filter Criteria, change your Filter By Owner selection, if desired. … Click Save to apply your edited filters to the list view.
How do I restrict list view editing in Salesforce?
In the Permission Sets page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . to search for and select the setting you want.
What is meant by inline editing in Salesforce?
Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report.
How to check for inline editing in page view?
Here are the items need to check for inline editing in page view: 1. Enable Inline Editing and Enhanced Lists. Go to Setup – Customize – User Interface. 2. Edit permission. Make sure you have edit permission to the records and object. 3.
What does editable field mean?
Editable fields display a pencil icon () when you hover your mouse over the field , while non-editable fields display a lock icon ( ), double the field edit it, you can edit multiple fields before hit Save button, fields has been changed but haven’t save will be show in orange color and bold.
Can you edit inline in List View?
On top of inline editing in page layout, user also can do inline editing in the List View without any effort to write any code. Many system administrators may not aware of this feature and sometimes it will not work because of some conditions needed are not fit. 1.
Can you have more than one record type in a list view?
Note: you should not have more than 1 record type in the record type filter, otherwise inline editing in List View will not work.
Can you use filter logic in list view?
You are not allowed to use Filter Logic to enable inline editing in list view.
Can you edit a field in Salesforce?
Salesforce allow users to edit data directly in the record page payout, but your System Administrator need to enable inline editing, all fields can be edit with inline editing except for read-only and system fields. Editable fields display a pencil icon () when you hover your mouse over the field, while non-editable fields display a lock icon ( ), double the field edit it, you can edit multiple fields before hit Save button, fields has been changed but haven’t save will be show in orange color and bold.
