Try It Yourself In your Salesforce org, click. … Click the Object Manager tab. … From the Object Manager. … From the sidebar, click Fields & Relationships. … Click New to create a custom field. … Next, choose a data type. More items… How do you create a field? Create a custom field in ProjectIn … Read more
Navigate to the Setup screen. Enter Named Credentials in the Quick Find Box. Named Credentials will appear. Click on it to launch the New Named Credential dialog box. Enter the information called for in the following fields: Label (displayed in the Salesforce interface) Name (unique API name/identifier) URL – This is the root URL of … Read more
Click Go to Force.com. Click Public Access Settings. Under Enabled Visualforce Page Access, click Edit. Select the Visualforce pages you created, add them to Enabled Visualforce Pages, and save your changes. What is lightning login in Salesforce? Lightning Login relies on Salesforce Authenticator (version 2 or later), the multi-factor authentication mobile app that’s available as … Read more
Click from right top side in your screen and then click Setup From the Home tab in Setup, enter Apps in the Quick Find box, then select App Manager. Click New Lightning App Enter details on below screen and click Next Click Next on below screen Click Next on below screen Select Tabs which we … Read more
How to build a lead queue in Salesforce (Steps) Navigate to Setup, enter ‘Queues’ in the Quick Find box, and then select Queues. Click on the ‘New’ button to create a new lead queue. More … To create a lead queue: From Setup, click Users – Queues. Click New. Enter the Label and Queue Name. … Read more
Go to My Settings. Click either Personal or My Personal Information. Click My Groups. Click on New. Fill up the Label field with your group’s name. This will be visible in user interfaces. Click on the Search drop-down list and choose the member types you wish to add. … Locate the Available Members box. Choose … Read more
In order to set up duplicate rules in Salesforce, follow these steps: Navigate to Setup. In the Quick Find box, type and navigate to Duplicate Rules. Select New. Now select the object you want the duplicate rule to be on. Enter a name for the rules, a description of what the rule does, and security … Read more
Full Answer How do I become a Salesforce developer? Start with basic salesforce introduction from youtube Do some trailhead badges Expand your network on LinkedIn, mostly people with salesforce background (hr, pm, developers, consultants, ba,qa) Do some hands on Watch some you tube video and some more trailhead badges How to start a career as … Read more
Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How to … Read more
To create a tab for a custom object: Click Setup. Search Tabs and then select Tabs. Click the New button in the Custom Object Tabs section. Now you can decide on the object and the tab style for your new custom object tab. … Select the profiles that will have visibility on the new Tab. … Read more