How to find out what salesforce edition you have? 1.Go to Setup Type in company Chose company information More … To find out what version of Salesforce you have in Salesforce Lightning: Click the gear icon and select “Setup”. Scroll down to the SETTINGS section and click Company Settings > Company Information. Your Salesforce version … Read more
Open the Data Loader application. Click the Export button. Click Log in after entering your Salesforce account and password. Click Next after you’ve logged in. Select an item. To export the data, choose a CSV file. Next should be selected. For the data export, create a SOQL query. Export Data Open the Data Loader. Click … Read more
Export Salesforce data using Dataloader.io Login with Salesforce. There is no need to install it. Just click Login with Salesforce to begin. New Export Task. Click New Task and select Export. Connection and Object. Choose your connection and object (data entity) to export from Salesforce. Click Next to proceed. Fields (SOQL Query) You need to … Read more
To enable and apply multiple currencies: From Setup, in the Quick Find, search for Company Information, then select Company Information. Click Edit. Check Activate Multiple Currencies. Click Save. To enable and apply multiple currencies: From Setup, in the Quick Find, search for Company Information , then select Company Information. Click Edit. Check Activate Multiple Currencies. … Read more
To enable Multi-currency, you should: In Setup, select Company Information and click Edit. Ensure that your selected currency locale is the default currency that you want to use for current and future records. Check the checkbox “Allow Support to Activate Multiple Currencies”, and then save your changes. Open a case with Salesforce support, and mention … Read more
Static Dashboards can be viewed with owner view or we can enable a dynamic dashboard to view as a specific user. Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Profiles are managed under Setup / Users / Profiles. Simply look … Read more
How To Integrate Google Maps Into Your Salesforce Software. Step 1 – Go to setup → Develop → Pages Click “New” button for creating new pages. Step 2 – In Label, name box type “Google Map Integration”. Step 3 – In editor paste the following code: #map {. 0:46 4:42 Visualforce Embedded Google Maps on … Read more
From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. Customize the Tasks or Event pages Click Setup | Build | Customize | Activities. Select … Read more
Salesforce adds the selected chart to the report. Edit a Chart Once a chart is inserted into the report, you can edit what it displays. Click Edit Chart. In Salesforce Classic, add or edit a chart from the report builder. Click Add Chart in report builder. For existing charts, click Edit Chart. Select a chart … Read more
Modify or Delete a Salesforce Campaign Locate the campaign you want to modify and open it. Click Edit in the upper right corner to edit your campaign. Make your desired changes, and click Save when finished. Nov 5, 2019 Full Answer How do I create a campaign in Salesforce? Go to the “Campaigns” tab, which … Read more