How do I change the report format in Salesforce lightning? Matrix Reports On the Reports tab, click New Report, choose the Opportunities report type, and click Create. Apply the following filters: Click Tabular Format and change the report format to Matrix. Full Answer What are the different report formats in Salesforce lightning experience? There are … Read more
Users cannot select a record type on new records nor change it for live records. Go to Setup | Manage Users | Profile. Select the specific profile. Go to ‘Record Type Settings’ related list. Click Edit on the object which you can’t select a record type. Check if there’s other record type added in your … Read more
Drag the ‘Change Record Type’ button down to the Salesforce Mobile and Lightning Experience Actions area. Note: If you have more than one Change Record Type button, hover over the button and make sure it matches the image below. Done! You should see the Change Record Type button on both Individual and Company Contact page … Read more
Select another User as the default owner of records created by a guest user of a community Click on Administration tile. Click on Preferences. Under ‘Record Ownership’ section, change the default owner to another User. Click Save. On the record detail page, click the link to change the owner. … Enter or select a new … Read more
How To Enable Enhanced Profile Views In Salesforce Step 1: Go to Setup > Type “User Interface” in the quick search. Setup > User Interface. Step 2: Check the box > Enable Improved Setup User Interface. Under the Advanced Tab you will find the option to Enable Improved Setup User Interface. Mar 16, 2019 How … Read more
Salesforce Lightning Select the required user by clicking on the username. On the profile picture holder, click the camera icon and select Update Photo. Browse to the location of the photo, select the required image and click Open. Crop the photo as necessary and click Save. How do I change my icon in Salesforce? Click … Read more
Change Your Profile or Group Photo Go to your profile or the group’s page. Mouse over the photo and click Add Photo or Update. Browse for the photo you want to upload and open the file. … Create a thumbnail image by dragging the dotted lines across the photo. … Save your changes. Adding a … Read more
Change Your Profile or Group Photo. Go to your profile or the group’s page. Mouse over the photo and click Add Photo or Update. Browse for the photo you want to upload and open the file. Create a thumbnail image by dragging the dotted lines across the photo. Save your changes. Adding a Photo to … Read more
Reset User Password Click Admin. Open the Account Settings folder. Click My Users. Click the user’s username. Click Change Password. Enter and reenter the user’s old password. Enter a new password using the guidelines for Account Security Settings. Reenter the new password. More items… How do I change my password in Salesforce lightning? 0:010:47How To … Read more
Manually Setup a User’s Password in Salesforce Using Workbench. Visit Workbench ( https://workbench.developerforce.com/login.php) and Login using your Salesforce credentials. Navigate to Utilities >> Password Management Enter the User’s Id and the New Password Click on Change Password Reset User Password Click Admin. Open the Account Settings folder. Click My Users. Click the user’s username. Click … Read more