How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Click New Folder button. Enter Label and Name. Create a Folder for Article Reports In the Report Folder section of the Reports tab, click Create New Folder. Enter Article Reports in the Folder Label field. Optionally, modify the Group Unique Name … Read more
Create a Lookup Relationship From Setup, go to Object Manager | Favorite. On the sidebar, click Fields & Relationships. Click New. Choose Lookup Relationship and click Next. For Related To, choose Contact. … Click Next. For Field Name, enter Contact, then click Next. Click Next, Next, and Save. How do you build relationship between the … Read more
Create a Lookup Relationship. From Setup, click Object Manager and select Case. Select Fields & Relationships and click New. Select Lookup Relationship as the Data Type, then click Next. Select User from the Related To picklist, then click Next. Rename the Field Label to Backup Agent. Rename the Field Name to Backup_Agent. For Description, enter: … Read more
Steps to add Enhanced related list in lightning experience: 1. Go To | Record detail page | Click on setup | Edit Page 2. Drag the related list from the left sidebar in Related tab. Add, Remove, or Edit Related Lists Click. , then click Setup. From Setup, click the Object Manager tab. Click an … Read more
How do I create a Salesforce recruiting app? Build a Data Model for a Recruiting AppCreate a Custom Object for Reviews. ~10 mins.Create a Custom Object for Job Posting Sites. ~15 mins.Create a Custom Junction Object for Job Postings. ~15 mins.Create a Self Relationship with the Position Object. ~10 mins.Create Custom Recruiting Fields. ~15 mins. … Read more
How to Create Salesforce Record Types for Custom Objects? Go to Record Types from management settings to select the appropriate object type Now click New From the record type drop-down list choose Master, these types are Existing Record Types. By choosing this all values that are currently available will be copied. … Now enter the … Read more
Click to open the App Launcher, and then select Sales . In the upper right corner, click . Click Add more items . From Available Items, click All . Find Price Books and click . Click Add 1 Nav Item, and then click Save . Now the Price Books tab is available in the navigation … Read more
In Salesforce, click the Setup icon and click Setup While in Setup, navigate to the Object Manager tab then Click into the Quote object. In the left panel, click Lightning Record Pages. Click New to create a new page. The Lightning App Builder opens with a Create new page wizard. Click to create a Record … Read more
How to create one to one relationship between objects in salesforce By using Lookup field: Step1: Create a Lookup field on two custom objects Employeid__c to Employe__c. Lookup… By using Roll up summary and triggers: More … How to create one to one relationship between objects in salesforce Step1: Create a Lookup field on two … Read more
To create an opportunity Log in to Salesforce.com. Navigate to the Opportunities tab, and click New. Enter the Opportunity Name, Account Name, Close Date, and Stage. Enter additional information as required. Click Save. More … To create an opportunity Log in to Salesforce.com. Navigate to the Opportunities tab, and click New. Enter the Opportunity Name, … Read more