To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. Report on the Primary Contacts for Activities Click the Reports tab. Click New Report. In the Activities section, select Tasks and Events. Click Continue (Lightning Experience) or … Read more
Create a Account report. In the filter criteria select Case Count ROll Up Summary field that you might have created. Select the criteria as Case Count great than 0. Full Answer How do I create a roll-up in Salesforce? From Setup, open Object Manager. In the Quick Find box, enter Account Contact Relationship, and then … Read more
Change File Access in Salesforce Classic File owners and collaborators can change file permissions for people and groups. Change File Access in Lightning Experience Decide who can view and modify the files that you own. Make a File Private You can restrict access to shared files that you own by making them private. Make a … Read more
After you send a mass email Salesforce campaign, you can see what status your auto-mailing is in. To do this, go to Username->my settings->Email->Mass Email. Everything for Salesforce mass email tracking is here: You can stop/cancel current and upcoming mailings, as well as delete old ones from the list. Full Answer How do I schedule … Read more
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. Full Answer How do I find a report in Salesforce? To find a Salesforce report, you need to look at your horizontal … Read more
How to delete a report in Salesforce? To delete the Salesforce report from the Reports tab you need to go to the “Reports” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”. How to get a count records from object in Salesforce? How … Read more
Yes, You can reset Auto-Number fields by reassigning the field type. auto-number fields is not an unique fields. If the field is marked as an auto-number field, it will not duplicate unless someone edits the field and changes the type to Text, then re-edits and sets it back to Auto-number. Share Salesforce Admin Tip: Updating … Read more
Go to Setup → Certificate and Key Management Rename the expiring certificate with the suffix “-old” Create a new certificate with the name of the expired certificate. Full Answer What is a self signed certificate in Salesforce? Self-signed certificates are commonly used for single sign-on or callouts to external sites. Read the help article, How … Read more
How to rename Standard fields labels in Salesforce? Go to Setup –> Build –> Customize –> Tab Names and Labels –> Rename Tabs and Labels. Click “Edit” link. Click “Next” button. Do the necessary changes and click “Save” button. More … Renaming Standard Salesforce Fields To rename a Salesforce standard field, please go to “Rename … Read more
To rename the standard object in Salesforce, follow these steps:1. Go to Setup -> customize -> Tab Names and labels -> Rename tab and labels.2. Choose the object and click edit. How to Change Standard Object Names in Salesforce To start, go to the Setup item with the gear icon in the upper right-hand corner. … Read more