How do I see roles in Salesforce? To viewdetailed information about a role, from Setup, enter Rolesin the Quick Find box, then select Roles, and click the rolename. Note If you’re using a Customer Portal, you’ll see a rolehierarchy for the account’s portal users. To view detailed information about a role, from Setup, in the … Read more
From Setup, enter Platform Events in the Quick Find box, then select Platform Events. Click your event’s name. On the event’s definition page, the Subscriptions related list shows all the active triggers, processes, and platform event–triggered flows that are subscribed to the platform event. View Event Subscribers From Setup, enter Platform Events in the Quick … Read more
To view the debug logs, from the setup option in Salesforce, enter ‘Debug Logs’ in the ‘Quick Find box’, then select ‘Debug Logs’. Once you select the Debug Logs, click the ‘View’ button to examine the log. Click ‘Download’ to download the logs as an XML file. To view a debug log, from Setup, enter … Read more
Is That a Custom Object I See? Click the App Launcher and select Sales. Click the Vehicle Interest tab. Note: If the Vehicle Interest tab does not appear, refresh the page. Click Recently Viewed and select the All Records list view. Note: All of your spreadsheet data is now in Salesforce and… More … To … Read more
The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon). But taking a closer look, notice the new set of controls on the right side of the list view? This is where much of the list view magic … Read more
At first go to the Leads tab and select All from the picklist and click Go. Notice the URL now. … Note fcf =00B90000004gsOu is what we need. … Go to Setup | Customize | Home | Home Page Components. From Custom Component , click New. Name : Redirector Type : HTML Area Next. On … Read more
once you click on Account from leftside of Salesforce1 App, you will have screen with recent item(RecentAccount) with purple folder icon. click on it, it will display My account & All Account view. But you can’t access custom view. My guess is that you may all ready have a List view labelled All Accounts, you … Read more
In Salesforce Lightning you can view the account hierarchy by clicking on a button next to the account name. Unfortunately, this button is displayed on all accounts, even ones that don’t have a parent or children. The only way to tell if the account is a part of a hierarchy is by clicking on the … Read more
Create a Salesforce VLOOKUP Use Case. A company only sells in the United States. … Create a Custom Object and Import Records. The first thing we need to do is create a custom object to hold the acceptable values. … Create a VLOOKUP Validation Rule. Now that our list of valid Area Codes are loaded … Read more
Use Visual Studio Code for Salesforce Development Follow Along with Trail Together. Want to follow along with an instructor as you work through this step? Take a look at… Terminal Versus Command Palette. Like with any good development tool, there is more than one way to do things with… Create a Project. Press Command + … Read more