To customize Home page Layout in Salesforce click on Edit button. Now select the radio buttons to show on your Narrow left column and Right wide column. Click on Next button and Save the Settings. To check the changes that are made in Home page Layout go to Home Tab. Customize the Home Page From … Read more
Edit a Dashboard Move a Component. You can easily change where a component appears using Salesforce. … Edit a Component. Click the wrench icon on the component you want to edit. … Change Column Size. Resizing columns is just as easy as manipulating other components of Salesforce. … Change a Dashboard’s Properties. Click the Dashboard … Read more
Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. Full Answer How to install Salesforce for Outlook? Install Salesforce for Outlook (SFO) Before you start your … Read more
For this, perform the following steps: Click on the Data tab, then Get Data → From Other Sources. Click From OData Feed. In the pop-up window, select Basic, paste the required endpoint URL and click OK. Specify again a link to the Salesforce endpoint in Skyvia Connect and fill out the User Name and Password … Read more
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.Dec 17, 2021 How do I export a report to Excel? How … Read more
Use the Campaign for sending Mass Email. Click Contacts | Mass Email Contacts . Create a View, and then select the Campaign. Select a list view of recipients, and then click Go . On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. If you have the … Read more
How to delete Salesforce for Outlook database? Close Microsoft Outlook Close Salesforce for Outlook from tray icon by right click the icon and select Exit Click Start menu Type %appdata% and hit enter Open Salesforce.com folder Open Salesforce for Outlook folder Delete DB folder More … Uninstall Salesforce for Outlook (SFO) Close Microsoft Outlook. Right-click … Read more
How do I turn off email deliverability in Salesforce? 1. From SetUp -> Click Email Administration -> Click Deliverability 2. Set Access to Send Email (All Email Services) Access Level to No Access 3. Click Save. Log In to reply. However, it is possible to disable email for the entire organization temporarily: Salesforce Classic: Setup … Read more
Deploy translations from Salesforce to Salesforce Object Translations. Object translations include translated values for object related components including: custom field translations, object name case values translations, validation rule translations, record type translations, etc. Picklist Translations. … Other Translations. … Add a language to the Translation Workbench: this will be possible deploying an empty translation file. … Read more
Go to Setup -> Build -> Customize -> Account -> click “SearchLayout” you will navigate to below screen. Then click on which type of layout you want to modify & move the available fields to selected fields. See the below screen for reference. Full Answer How to add search layouts in Salesforce package? for standard … Read more