Select your data file (the CSV you just created from Salesforce), and click Next. On the “Arrange Data Fields on the Label Layout” page, check the box labelled “Use first row as field names.” To create the label, you just double click on each field, and lay it out on the label. For standard report … Read more
Developer, Professional, Enterprise, Performance, and Unlimited Editions (both Salesforce Classic and Lightning Experience). Create a custom label: Click on Setup –> Build –> Create –> Custom Label In the custom labels, click ‘New Custom Label’ to create a new one. From Setup, in the Quick Find box, enter Custom Labels , then select Custom Labels. … Read more
Add the ‘Knowledge Classic’ tab in Community Tabs Administration From Setup, enter All Communities in the Quick Find box, then select All Communities. Click the Workspaces action for the affected Salesforce Tabs + Visualforce community. (workspaces must be enabled:… Click on Administration tile. Click on Tabs on the left panel. You will see on the … Read more
Creating Joined Reports in Lightning Go the Reports tab and click New Report Select the Accounts Report type Change the Report to being a Joined Report Adjust the filters for the Account report (I am using All Accounts for All time for this demo) Click Add Block Select the Cases Report type and click Add … Read more
Go the Reports tab, click New Report . Select the Accounts Report type. Change the Report to a Joined Report format type : Add or amend the filters for the Account report. This is your baseline and will determine what data the other report blocks will pull in. Add a Report Block Select the Cases … Read more
Go to Setup > object > fields, click on field and Click on New to add the new picklist values. For reference Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the ” New ” button Add the value (s) as desired. Add or … Read more
Once you got a List, just iterate it in a for-each loop and use .add method to add the elements in the set. For example you can add the elements of your List “Fruits” to set as : You can assign the value of list to set by using predefine methods of Set. List Methods … Read more
To add an item, go to the end of the list and type the new item. To remove an item, press Delete. Tip: If the item you want to delete is somewhere in the middle of your list, right-click its cell, click Delete, and then click OK to shift the cells up. Select the worksheet … Read more
How do I set IP ranges in Salesforce? From Setup, enter Network Access in the Quick Find box, then select Network Access. Click New. Enter a valid IP address in the Start IP Address field and a higher IP address in the End IP Address field. Optionally, enter a description for the range. Click Save. … Read more
You can add internal users to a community by adding the profiles to the community in the community management. They can also be set up to login via the community as well as the Salesforce login page. There are also community licences for internal users who only need a limited amount of Salesforce functions. You … Read more