Add, Remove, or Edit Related Lists Click. , then click Setup. From Setup, click the Object Manager tab. Click an object, for example, Course. Click Page Layouts. Click an page layout, for example, HEDA Course Layout. Modify the related lists. To add a related list, in the palette, click Related Lists. … Click Save. Mar … Read more
Create Record Types. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. Sales User. System Administrator. Create Records from Object Home Pages Click the object for the kind of … Read more
How to Setup QuickText in Salesforce? Enable Quick Text. If you’re using Lightning Experience, the quick text is automatically enabled. … Create Quick Text Messages. Create custom predefined messages to insert into emails, chats, tasks, events, and more. … Insert and Use Quick Text. … Full Answer How to send text message from Salesforce? Mogli … Read more
Salesforce already give us a functionality like Pop up screen on button click. For this first you should create a Quick Action and select Lightning component which you want to show up on this Quick Action. And then set this Quick action in lightning mobile & quick action from page layout. On a Salesforce record … Read more
How to create custom Page layouts in Salesforce? Select the existing page layout from the drop down menu. Enter page layout name. Click on Save button. Create Page Layouts From the management settings for the object that you want to edit, go to Page Layouts. Click New. Optionally, choose an existing page layout to clone. … Read more
From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Click New Custom Report Type. Select the Primary Object for your custom report type. … Enter the Report Type Label and the Report Type Name . More items… How do I … Read more
Creating Salesforce Reports Click on report tab and then click in new report button. You will navigate to below screen Select the report type ( which type of report you are creating ) and click on Create button. You will navigate to below screen. … Click on Save your report once you done with your … Read more
Create Record Types From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. … In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. … Click Next. More items… How do you create a record type for custom objects in … Read more
Log in to the Environment Hub, and then select Create Org. Choose an org purpose. Purpose Lets You Create: Development Developer Edition orgs for building and packaging apps. Test/Demo Trial versions of standard Salesforce orgs for testing and demos. … Enter the required information for the org type you selected. Read the Master Subscription Agreement, … Read more
Create an Opportunity On the Opportunities tab, click New. If your organization has more than one record type for opportunities, select the type that best represents this opportunity. Give the opportunity a name. Select the account that the opportunity relates to. Select a close date for the opportunity. Select the stage that the opportunity is … Read more