How do I validate a checkbox in Salesforce? To do this, we will use the AND() function as we want the validation rule to only fire if the checkbox is true and the industry field is blank/empty. The AND() function is true when all the evaluations in the function are true. How do you check … Read more
Salesforce Licences are available in the Company Information. To view Salesforce Licences follow the steps given below Click on the gear icon at the top of the page and launch Setup On the left-hand side you will see the Quick Find Box type Company Information. To view a list of the active user licenses in … Read more
The Audit Trail in Salesforce helps you track the recent Setup changes implemented to your organization. This is highly useful in organizations with multiple administrators. From Setup – Security Controls – View Setup Audit Trail, you can view the setup audit trail history. To view the setup Audit Trail history, click Setup –> Security Controls … Read more
In Salesforce Classic: Navigate to Setup. In the ‘Quick Find’ search box type, API. Then click API under ‘Develop’. From there click Generate Enterprise WSDL. On the next page listing ‘Installed Packages’ click the Generate button. On the resulting page your current API version will be listed in commented out section near the top. Log … Read more
From the Dashboards tab, create a new dashboard or edit an existing one. Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user. Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. … … Read more
How to Change Standard Object Names in Salesforce. To start, go to the Setup item with the gear icon in the upper right-hand corner. Next, click customize. After that, hit the option labeled Tab Names and Labels. Click on Rename Tabs and Labels. Now, select the tab or object that you want to rename and … Read more
How to change Standard Field Labels. How you can tell that a field came from a Managed Package. Look for the icon and the fact that there’s a defined Namespace (that will become part of … Field Label – what appears on page layouts for users to see. Field Name – the unique name which … Read more
Navigate to Setup | Users | Profiles Click the User’s profile. Click on System Permission. Click on Edit. Deselect Hide Option to Switch to Salesforce Classic permission if it’s enabled. Click on Save. Change the UI from Lightning Experience to Salesforce Classic Click your Avatar in the top right-hand side of the screen. Click Switch … Read more
Customizing the Salesforce logo in lightning Experience 1: Fill the Information of the app 2: Click on the upload sign. 3: Click Next 4: In App Options check the “Open CTI Softphone” checkbox and Click Next. 5: Select items. 6: Assign to Profiles and Save. More … Lightning Experience: Click the Gear icon. Click “Setup” … Read more
Go to Setup, then go to “ Report Types ” from the quick find box. Click on “ New Custom Report Type ”. Now you have to select the primary object, lets assume it is “ Accounts ”. From the Reports tab, click New Report. Select the report type, and then click Create. Note You … Read more