How do I create a report using Visualforce page? VisualForce ReportsStep 1: Create the page and controller. We need to start by creating a Visualforce page and controller. … Step 2: Create the filter. To create the filter we create a dummy opportunity object that we pass from the controller to the page. … Step … Read more
Go to the Reports tab and click on New Report . Select the ‘Accounts’ report type and click Create. In the filters pane, click Add and select Field Filter. Choose a field from the first drop-down list. For this example, let’s choose Type. Set the filter operator to Equals. Click the lookup icon next to … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select… More … Full Answer What are the benefits of creating reports … Read more
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
In the Profiles list page, do one of the following: Click New Profile, then select an existing profile that’s similar to the one you want to create. If enhanced profile list views are enabled, click Clone next to a profile that’s similar to the one you want to create. How do I create a Salesforce … Read more
If you want to enable Person Account in Salesforce, you need to set up a Business Account Record Type.…Go to: Setup → Customize → Accounts → Record Types. Create New Record Type. Set “Business Account” as a Record Type Name. Click Next. Accept all defaults and click Save. Apr 4, 2017 How do you set … Read more
How to Create Parent Accounts in Salesforce Lightning Welcome to MyGuideIn this Guide we will learn how to create parent accounts in Salesforce lightning. Click on “Accounts” Select an Account, or Create a New one Click on arrow down button, To show more actions Click on View Account Hierarchy You can view the entire account … Read more
To create a new report, click New Report. Note: If you have access to both the Lightning report builder and the Classic report builder, you will see an option to create a new report either way. Choose a report type, then click Continue. Full Answer What are the benefits of creating reports in Salesforce? Faster … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Click New Folder button. Enter Label and Name. From the reports tab, click New Report. Choose a report type, then click Continue. … The report opens in edit mode, and shows a preview. … To add a column to your report, … Read more
How do I create email template in Salesforce? Click New Email Template.Enter the template’s name.Add a subject. … If you want, select an item from the Related Entity Type dropdown list. … If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use … Read more