Create a Page Layout for Readers. From Setup , choose Setup. Click Object Manager and select Knowledge. Click Page Layouts. Click New. If you’re basing the page layout on an existing layout, choose it. Maria selects None. Enter the name of your page layout. Maria enters Procedure – Reader. Click Save. Edit Page Layouts Manually … Read more
To change page layout assignments >> Click Page Layout Assignment and then click Edit Assignment. Select Profile and Page layout to use. Click Save.Feb 4, 2020 How do I change page layout in Salesforce lightning? Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select … Read more
On the record detail page, click the link to change the owner. If you don’t see the link, you don’t have permissions to change record ownership. Enter or select a new owner. In organizations where the Salesforce Customer Portal or partner portal is enabled, you can filter the results that appear on the user lookup … Read more
Add or change an Opportunity stage in Salesforce Classic. Navigate to Setup. Under ‘Build’, click Customize | Opportunity | Fields. Click the ‘ Stage ‘ field. Click ‘ New ‘ to add a new stage. Click ‘ Edit ‘ next to the stage to change the probability or type of forecast category. For new Opportunity … Read more
You are able to export Record Types and only update certain information. If you are trying to change record types for Opportunity records, you can change it through the Data Loader. You need to use the 15 or 18 character id of the recordtype and map it to the RecordTypeId. Open the record. Click Change … Read more
Changing the Currency Go to the Opportunity record. Click Edit. Find the field called “”Opportunity Currency,”” and then select the currency you’d like to change it to. Click Save. Full Answer How do I change the Corporate currency in Salesforce? Click Currency Setup. In the Active Currencies list, click Change Corporate. Select your new corporate … Read more
You can convert the master detail relationship to look up by editing that particular field go to that field ->change data type-> select look up relationship. Note that You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. Full Answer How to change … Read more
Lightning Experience: Click the Gear icon. Click “Setup” On your left panel, expand “Apps” Click “App Manager” On the right, click the drop down arrow next to the App that you want to edit. Click “Edit” Under “App Details & Branding”, click “Clear” below the logo preview box. Click “Upload” More items… How do I … Read more
Change logo on Custom App home page. Click the “+” icon on the Navigation bar. Click “Documents”. Click the “New” button. Fill up the Document Name. Tick the checkbox for “Externally Available Image”. Select the folder you want it to be saved. Upload the logo by clicking on “Choose File”. Find the file on your … Read more
Out of the box, Salesforce doesn’t provide an a way to rename a Salesforce Lightning Component (Aura), but don’t worry there is an easier way than creating a new one and copying everything over. Previously, we would do all of the following steps: create a new component named what we want it to be and … Read more