Creating and Deploying Custom Buttons in Salesforce Classic: Navigate to a Salesforce Object (i.e. Opportunity) Click Edit Layout Select ‘Buttons’ Drag and Drop the custom button Click Save or Quick Save. Create a Custom Detail Page Button From Setup, click Object Manager, then click Account. Click Buttons, Links, and Actions, then click New Button or … Read more
Add Custom Fields Click the gear icon and select Setup. This launches Setup in a new tab. Click the Object Manager tab. From the list of objects in the dropdown, click Suggestion. Click the Fields & Relationships section. Click New. More … Full Answer How to create a custom report type in Salesforce? Create a … Read more
From the campaign detail page, select Manage Members | Add Members – Import File. The Data Import Wizard appears. Select Accounts and Contacts, then select Add new and update existing records. Set Match Contact by to Email. Set Match Account by to Account Name and Account Site. Select Assign contacts to campaigns. Select the CSV … Read more
1) Go to Page Layout related list. Select the edit option. 2) Select Salesforce1 and Lightning Experience Actions from the panel. 3) Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. How do I add a button in Salesforce? First of all, make sure you have the proper permissions to … Read more
Execute SOQL queries or SOSL searches in the Query Editor panel of the Developer Console. Enter a SOQL query or SOSL search in the Query Editor panel. If you want to query tooling entities instead of data entities, select Use Tooling API. Click Execute. More items… How do I query in SOQL? To include SOQL … Read more
You can access your sandbox by going to https://test.salesforce.com. To log in, use your password from the day the sandbox was created and add a period and your sandbox name to the end of your normal username, such as [email protected]. Important Sandbox Settings and Notes To access your sandbox, click the link in the notification … Read more
How does REST API connect to Salesforce? Enter the Name of the Application. Enter Contact Email and any additional information suitable for your application. Enable OAuth settings in API section. Add Selected OAuth Scopes. Here I’m giving “Full access (full)”. More … Use REST API Log in to the Postman app and navigate to the … Read more
Now that we have our permissions enabled, here’s how to access the Recycle Bin in Salesforce: Select the App Launcher Menu. Search for ‘Recycle Bin’ and select it when it appears in the search menu. The items that you have recently deleted will appear here. If you have the Modify All Data permission, you can … Read more
Steps to Login to Marketing cloud org – Navigate to Email Studio —> Click Admin ——> Click Salesforce Integration —–> Click Edit. Select Scope by User if applicable for your data access configuration. If prompted, click Upgrade to Connected App ——->Click Connect Account. More items… Log in to the Marketing Cloud Help Portal Go to … Read more
Enable API access in Salesforce by Profile Click the Gear icon and click Setup. Type profiles into the Quick Find box and select Profiles. Click Edit against the Profile you wish to enable API access for. Scroll down to Administrative Permissions and check the API Enabled box and click Save. Enable API access in Salesforce … Read more