When you click the Log a Call button, you’re simply creating a task record under SFDC, So if you want to add a custom field that setup new custom field under Activity Custom Field and then added it on appropriate Task Page Layout. Below are steup you need to follow 1. Login into SFDC 2. … Read more
Choose Use a formula to set the new value and then click Show Formula Editor and select the “Insert Field” button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details. How do I add a … Read more
Adding Custom fields to Activity Event Page Layout in Salesforce Sign in to Salesforce as your API user. Go to the Setup page. In the Platform Tools section, go to Objects and Fields -> Object Manager (Figure 1). Figure 1: Object Manager in the… In the Object Manager list, select Event (Figure 2). Figure 2: … Read more
The following steps help you add missing fields to your report: From Setup, enter Report Types in the Quick Find box, then select Report Types. Click the name of the Report Type you’re using. From the ‘Fields Available for Reports’ section, click Edit Layout. Drag and drop the missing fields from the Not in Page … Read more
Go to Setup -> Customize –> [Object on which the picklist you wish to edit exists] –> Fields 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. Please check the below link for … Read more
How do I add a field to a related list in Salesforce? Access the page layout editor. Double-click a related list on the layout to edit it. … Select which fields to include in the related list, and define the order in which the fields display. … If desired, select other page layouts to apply … Read more
Click Edit. Let’s add more fields to this form. Next we add Web Name and Web Email, so agents can follow up by email. Click the plus + to add a new field. Full Answer How do I contact Salesforce? Understand Account and Contact Relationships Contacts to Multiple Accounts. Your contacts might work with more … Read more
Salesforce Hack: How-to Add More Fields to Related Lists. Step 1. Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the … Step 2. Step 3. Step 4. Step 5. More items Customize Related Lists Access … Read more
Salesforce Hack: How-to Add More Fields to Related Lists. Step 1. Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the … Step 2. Step 3. Step 4. Step 5. More items Customize Related Lists Access … Read more
Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save. You can also create a custom list view for your own use. Click Recently Viewed and … Read more