Inline Editing in Salesforce List View Enable Inline Editing and Enhanced Lists Go to Setup – Customize – User Interface Edit permission Make sure you have edit permission to the records and object. Check if any Record Type for that object? If the object has multiple record type, you have to filter only showing one … Read more
To enable Chatter in Salesforce: Navigate to Setup > App Setup > Customize > Chatter > Settings. On the Chatter Settings page, click Edit. Select the Enable Chatter Settings option, then click Save. Nov 9, 2021 How do I turn on Chatter in Salesforce report? Go to Setup > Customize > Chatter > Feed Tracking, … Read more
From Setup, open Object Manager, and then in the Quick Find box, enter the name of the object containing the field. Select the object, and then click Fields & Relationships. Select the field you want to modify. Click Set Field-Level Security. Specify the field’s access level. Save your changes. How to set up field level … Read more
How much does it cost to be Salesforce certified? The majority of Salesforce certifications cost $200, with others priced at $400; however, the Certified Technical Architect certification costs $6,000. If you fail, you must pay to retake the exam; retake fees are roughly 50% of the initial certification cost. Which certification is best for Salesforce? … Read more
How to deploy a application in salesforce… Navigate to the Outbound Change Sets page in Sandbox Setup >> Deploy >> Outbound Change Sets Add all necessary components to a new change set, then upload to Production Login to your production org, find the Inbound Change Set, and deploy! Deploy a Change Set From Setup, enter … Read more
From Setup, enter Email Alerts in the Quick Find box, and select Email Alerts. Then use these settings to configure your email alert. Tip Create a standardized letterhead to use for all email templates you use for workflow alerts. Enter a description. How do I set up email alerts in Salesforce? Add email alerts to … Read more
Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities. Full Answer How to customize a Salesforce dashboard table? The Perfect Sales Dashboard Should Have These 12 Sales Metrics Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. … Build … Read more
Install a Connected App. From Setup, enter OAuth in the Quick Find box, then select Connected Apps OAuth Usage. Select an app and click Install. Click Manage App Policies to get details about the app. Click Edit Policies to control the app’s access policies. See Manage Access to a Connected App. From Setup, enter OAuth … Read more
Delete a List View in Salesforce Classic Select a custom list view. Click Edit. Click Delete. How do I remove list view? Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view … Read more
If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported. How do I delete import data? To delete journal import data from the import table:Navigate to the Delete Journal … Read more