Table of Contents
How to create a list view for Channel customers in Salesforce?
From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.
How do I add a section to a Word document?
Right where you find all your fields, at the very top-left/beginning, you’ll see “Blank Space” and “Section”. Click on “Section” and drag onto your page layout. That should do it!
How to add sections in quick action page layout?
Right where you find all your fields, at the very top-left/beginning, you’ll see “Blank Space” and “Section”. Click on “Section” and drag onto your page layout. That should do it! I need to add sections in quick action page layout.Can anyone help me ?
How do I make a section appear conditionally in a template?
You can, by making any template section appear conditionally using its Conditional Print Field. The Conditional Print Field on a template section tells CPQ which quote field should determine when the section appears.
How do I add a field to a list view in Salesforce?
Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save.
How do I add more fields in Salesforce list view lightning?
To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.
How do I modify a 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 add a section in page layout?
Standard Objects in the Classic UIClick on Setup | Customize | select the desired object. … Click Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.
How do I add an item to a related list in Salesforce?
Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. … Click Save.
How do I add more columns in Salesforce?
To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.
How do I edit list views?
To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.
How do I enable inline editing in Salesforce list view?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.
How do I add a filter to list view?
To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.
How do I edit sections in Salesforce?
To add new sections to your Salesforce page layout, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into the new section.
How do I add a field to a page layout in Salesforce?
Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. … Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. … Above the Task Layout list, click Save.
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. … Click Edit beside a page layout.More items…•
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
