Check Your Salesforce Version and Current Status Click the Setup icon, then select Setup. In the Quick Find search field, type ‘ Company Information’. Click on the option for Company Information and locate… Next, you will access the Salesforce site, https://status.salesforce.com/ . Add your Instance and press Enter. The Current Status section will indicate… More … Read more
View your Org’s API calls via the System Overview Page Go to Setup. In Quick Find, search for System Overview. From here, you will find the API REQUESTS, LAST 24 HOURS. How do I track API calls in Salesforce? Ways to monitor API usageNavigate to Setup and enter Company Information or System Overview into the … 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
How to change dashboard running user in salesforce programatically In case you need to display your filter and dashboard on the same page – You may need to customize your chart as well… If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to … Read more
Please follow the below steps. Go to Setup | Administer | Manage Users | Users. Click “Edit” on your username. Change your username to the new address, and click Save. Apr 20, 2016 How do I change my Salesforce username and password? To reset a user’s password, ensure that you have the old password before … 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
Add or Edit Picklist Values Navigate to the fields area for your object. In the Custom Fields & Relationships related list, click the name of the picklist field to update. In the Values section, click Edit next to a value. Change the value’s name, and optionally make the value the default for the master picklist. … Read more
Login into salesforce org Go to Setup – Type Users in quick search – Select ‘Users’ submenu. Select checkbox against all users whose password is to be reset. Click on Reset Password (s) button. More … Reset User Password Click Admin. Open the Account Settings folder. Click My Users. Click the user’s username. Click Change … Read more
How do I change the opportunity stages in Salesforce? Navigate to Setup. Under ‘Build’, click Customize | Opportunity | Fields. Click the ‘ Stage ‘ field. Click ‘New’ to add a new stage . … For new Opportunity stage values, select the Sales Process to be associated. … Click ‘Save’ More … Add or change … Read more
You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value. 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. To convert lookup to the master-detail relationship … Read more