1. Go to the report. 2. Deselect either Subtotals or Grand Total at the bottom of the page. You can remove the ‘Subtotal’ or ‘Grand Total’ from a Summary or Matrix report in Salesforce Lightning. Open the report you want to edit. Click the Settings gear icon. Deselect Subtotal or Grand Total, then click Apply. … Read more
Click Insert, Update, Upsert, Delete, or Hard Delete. These commands are also listed in the File menu. Enter your Salesforce username and password. Within Salesforce Setup under Quick Find type Field Updates and press on that option under Workflow Actions > Field Updates. Press Continue if you are on the screen for the first time. … Read more
Select Administration, then select Login & Registration. Under Registration Page Configuration, select Allow customers and partners to self-register. Notice that the page expands to display the Registration settings populated by the Customer Service template. Full Answer How to register for Salesforce certification exam on webassessor? To register for Salesforce.com certification exam you have to visit … Read more
How do I clean up data storage in Salesforce? Option 1: Clean Up Unnecessary Data MANUALLY Go To Setup>Mass Delete Records to access the tool. This wizard will allow you to delete Accounts, Leads, Activities, Contacts, Cases, Solutions, Products, and Reports. How do I manage storage in Salesforce? Take the following measures:#1: Build an Effective … Read more
To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account) Restore Items in the Recycle Bin You can restore items by … Read more
How do I reassign my Salesforce license? From the inactive user’s page, tap Reassign a License. Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from. Required Editions and User Permissions From the inactive user’s page, tap Reassign a License. Either scroll or … Read more
Click on Opportunities Tab. Select any opportunityto which you want to Email a quote. Now go to Quotes sectionin the opportunities and select the quote you want to send which we created in our previous salesforce training tutorial. Now select Email Quoteas shown above. Full Answer How to email a quote in Salesforce? Now we … Read more
In order to query your Salesforce instance, you will need to use the following three parts in the ‘FROM’ clause: The name of the linked server (in your case it should be ‘SALESFORCE’. You created this in the previous step). Full Answer How to use Salesforce as a backend database? Basically, we want to use … Read more
Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click ‘Edit’ and check the ‘Dashboard snapshot’ checkbox and click ‘Save’ button. Utilize saved dashboards on the home page. A dashboard in Salesforce is a collection of reports, represented visually. On the left side, locate Dashboard in the list … Read more
Navigate to your Salesforce instance’s object tab and select ‘Import’ to initiate the import. Select the type of object you wish to import or update. Select whether to import new records, update current records, or perform both operations simultaneously. Select the CSV file that you wish to import or change. Go over your object tab … Read more