Just log in to your Salesforce org as an admin -> Go to setup -> type “Account Settings” in Quick Find Box -> Click “Account Settings”. Click “Edit”. Check “Enable Automated Account Fields” & “Enable Account Logos”.
- From the management settings for the field’s object, go to Fields. …
- Click Edit next to the custom field you want to change.
- Click Change Field Type.
- Select a new data type and click Next.
- Enter a field label, name, and any other attributes, and then save your changes.
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
How to create custom account logos in Salesforce?
Just log in to your Salesforce org as an admin -> Go to setup -> type “Account Settings” in Quick Find Box -> Click “Account Settings”. Click “Edit”. Check “Enable Automated Account Fields” & “Enable Account Logos”. Click “Save”. That’s it! Now let’s check how an account looks with this makeover.
What do you see when you log in to Salesforce?
What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts. There are two ways to customize a page in Lightning Experience. You can customize a page’s layout, or customize its contents.
How do I change the fields on my Record pages?
To change the content of the fields on a related or detail page, you can click Edit (3). However, that Edit button doesn’t let you configure which fields appear in the record details. Let’s go over that now. Customizing the fields on your record pages is easy, and you can do it with just a few clicks.
How do I change account details in Salesforce?
How to edit an Account in Salesforce LightningWelcome. … Click on “Accounts”Select account to edit from below list.Click on “Show more actions”5) Click on “Edit”You can edit fields as per requirement.Click “Save”Account details have been edited successfully!
How do I rearrange fields in Salesforce?
Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items…
How do I change field label in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.
How do I add a custom field to a Salesforce account?
Create Custom Account FieldsOpen the Account Fields page. … Click + Add Custom Field.Name the field. … Select a field type from the dropdown.Don’t change the custom field ID. … Map the field to a Salesforce field name.Choose optional field settings.When finished, click Create custom field to save.
What is detail page and edit in Salesforce?
Detail Page means : To Display list of fields of record in a layout. Edit Page : This is like a form where you get the fields pre-populated with corresponding record values , allowing the user to change in form and save record. Page layout is a concept where we group certain fields by sections .
How do I change the default layout in Salesforce?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
How do you change a field label?
Renaming Standard Field Labels Go to Build > Customize > Tab Names and Labels > Rename Tabs and Labels. Click Edit to the left of the Standard Object Name. Note the Next button in the lower right. You can click that to go right to rename the fields without touching the name of the object itself.
Can you edit standard fields in Salesforce?
Tip You can’t delete standard fields, but you can remove them from your page layouts.
How do you change a field name?
To change a field name in Access, open the table within which to rename a field in table design view. Then click into the “Field Name” column of the field whose name you wish to change. Type a new name for the field. Then click the “Save” button in the Quick Access toolbar to save your structural changes.
How do I create a custom field in person account?
Navigate to Setup –> Build –> Customize –> Accounts –> Person Accounts –> Compact Layouts. Click New. Populate the Label and Name fields.
How do I add options to a field in Salesforce?
From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click New. Tip On custom objects, you can also set field dependencies and field history tracking in this section.
What is a master-detail relationship Salesforce?
Master-Detail Relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object. When a record of the master object is deleted, its related detail records are also deleted.
How to rename tabs in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects. This might be a simple edit for you, but a huge help and a big deal to your Salesforce users!
Can you change the name of a standard field in Salesforce?
Did you know that you can change the name of a Standard Tab or Field in Salesforce? For example, the Contacts tab could be updated to “Client” or “Customer” if that’s the lingo your company uses. You can also change the label of a Standard field such as the Amount field on an Opportunity or the Mobile field on a Contact. These are just a few examples of the power of Salesforce customization!
What do you see when you log in to Salesforce?
What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts.
How to see the page layout assignment?
Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one.
What Permissions Do You Need to Change Object Names in Salesforce?
Before changing any object names, check that you have the proper permissions.
What Should You Consider Before Changing Object and Field Names?
Sometimes, you don’t need to create an entire custom object to solve the problem. For example, if your ultimate goal is to keep terminology consistent or you can use an existing object’s configuration to do what you need, all you have to change the name.
How Do You Look at Data?
Imagine that you’ve got a stack of papers in front of you with all the information about your operations. You’ve got pages with your customer’s names, items sold, and every support ticket you’ve ever handled. Technically, all the information you need to plan out your goals is here. But how do you make use of it?
Why Change the Names of Standard Objects?
For instance, a funding company would use different terms in their operations than a bakery would. In an industry with distinct terminology, customization keeps processes clear.
What Purpose Do Fields Serve?
Fields in Salesforce let you fill in different types of information about an object. For example, some information you may put in fields could include a prospect’s name, contact information, the cost of a product, the owner of an account, or the last person who modified the data.
Does Changing an Object’s Name Update it Everywhere?
In short, while changing the object’s name updates it in most places, there are a few places where you’ll have to update it yourself. For example, editing the names of objects in Salesforce updates your setup information with the new titles. However, when you go to the Setup area (found under the gear icon), the names you see will be the original ones that Salesforce assigned.
How to enable account logos in Salesforce?
It is a cinch to Enable Account Logos. Just log in to your Salesforce org as an admin -> Go to setup -> type “Account Settings” in Quick Find Box -> Click “Account Settings”.
Does Salesforce have a logo?
Salesforce displays company logos only in Lightning Experience, only when it is available and only on US-based accounts only. So if you are working on an account outside US you will not be able to see their logo. Account Logo feature works only when you are creating new accounts.