Create a List View. From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless … Read more
Customize the Home Page From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page , then click Next. Click the Standard Home Page template. Click Finish. How do I customize the Home page in Salesforce lightning? In … Read more
To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Rename Tabs and Labels. Then choose the Object you want to rename and click Edit. Change the singular and plural labels if required or for your case you simply click Next button to change labels for the Standard Fields … Read more
How to change field level accessibility in Salesforce Step 1. . Go to setup and type field accessibility in quick search box. Step 2. . Now click the object, you want to change field accessibility for. Salesforce Company ? … Step 3. . Next page will show two options. view by fields and view by … Read more
You can change the format by extracting the day, month, and year from the date first and then recombining them in the format you want. For example: “Today’s date is ” & TEXT(MONTH(date)) & “/” & TEXT(DAY(date)) & “/” & TEXT(YEAR( Change the Date format in Classic Login to your Salesforce Org. In the right … Read more
1. Go to the Opportunity record. 2. Click Edit. 3. Find the field called “”Opportunity Currency,”” and then select the currency you’d like to change it to. Steps to update the displayed currency within Lightning Experience: Open a report for which you want to change the currency from default currency. Click Edit. Click Currency (right … Read more
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record. To start, open any Company Contact record. Next, click the drop down arrow in the actions … Read more
How do I get an email response in Salesforce? Steps to create email service-Click on Setup.Type Email Service on search box.Click on new Email service.Enter the name of Email service.Choose the Apex classes -which is mentioned below.Click on Active check box.Create New Email addresses.Click on save button . How do I record emails in Salesforce? … Read more
Follow the steps below: First, open the Google Play Store. If you have multiple Google accounts, be sure you’re signed into the right one. Click on menu, then go to “Subscriptions”. Choose the Salesforce subscription you wish to cancel and tap on the “Cancel Subscription” option. Finish up as directed. Full Answer 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