Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select “Edit”. You can select “This folder is hidden from all users”.Jan 26, 2012 How do I access my files in Salesforce? On the Files tab, … Read more
To attach files from Salesforce Files, click Add Files in the Files related list. For each file attached to a record via the Files related list, you can quickly leverage all the rich Salesforce Files features. For example, upload a new version of the file, edit the file’s details, or share the file with people, … Read more
How do I trigger a flow in Salesforce? From Setup, enter Flow Triggers in the Quick Find box, then select Flow Triggers. Click New Flow Trigger. Select the same object as the workflow rule, and then click Next. Configure the flow trigger. If you select Set Flow Variables , specify their names and values. More … Read more
From the Component Type drop-down list, select Flow Definition: Select your flow and Add to the Change Set. Note: If your flow is not visible here, go back and check that you have made it active. If you have other components you need to include in this Change Set, add more before proceeding. Adding components … Read more
On the Reports tab, click a report to open it. Click Customize. Click Add and select a Field Filter from the list. A new filter row appears below the other two filters. Click next to the filter field and select a filter. In our account filter example, you’d select Industry. Which filters… Select an operator … Read more
Required Editions and User Permissions. From List View Controls, select Edit List Filters. Alternatively, click . Edit, remove, or add filters to view only the records that meet your filter criteria. You have different options depending on the field you want to … From the Filter by dropdown menu, select an operator. For example, choose … Read more
What is field filter validation exception in Salesforce? Field filter validation exception, Sometimes when you are editing a record in Salesforce, we see an error message like “FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not match filter criteria,”. How to check look filters on the object in Salesforce? To check look filters on the object, … Read more
On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board. Filter on Related List Open the page layout of the source object’s record: … Choose related list on which … Read more
Required Editions and User Permissions. From List View Controls, select Edit List Filters. Alternatively, click . Edit, remove, or add filters to view only the records that meet your filter criteria. You have different options depending on the field you want to … From the Filter by dropdown menu, select an operator. For example, choose … Read more
To add a document and upload its file, log in to Salesforce and follow these steps: Click the plus sign at the top to the right of your tabs and then select Documents. An Upload New Document page appears. Type a name for the file in the Document Name field. homepage-view all tabs(end of the … Read more