In Salesforce Classic, add or edit a chart from the Report Builder. Click Add Chart in report builder. For existing charts, 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 type. Enter the appropriate … Read more
Click on the gear icon then Setup > Object Manager. Choose the object > Fields & Relationships. Select the custom field that you will make required. Click on Edit and under General Options select Required. Click on Save. On the page layout Click on Setup. Go to Quick Find and enter Object. Choose the object. … Read more
How do I create a new contact in Salesforce? Instead, you can simply create a new contact by clicking “New Contact” which is to the extreme left of “Add Relationship”. There are certainly paths that I can take that don’t result in an error.. multiple paths. How do I manage inactive contacts in Salesforce? We … Read more
How to access the Salesforce maintenance exams Type your Webassessor email in the box on the right. Check your inbox or other folders for new email from [email protected]See your current credential status. Click on the module link, and follow the instructions to complete your maintenance. Full Answer How do I manage self-service support in Salesforce? … Read more
Login to your Salesforce account, and go to the homepage. By default, the homepage will be displayed post login. Now on the left sidebar, you will find the section “Process Automation”. In Process Automation, you will find the option “Workflow Rules”. Full Answer What is a Salesforce workflow? Salesforce Workflows are automated systems that streamline … Read more
The easiest and the most convenient way is to go to the login page and provide your login data; the username and password. If you want to stay logged in, just check the “Remember me” option. Click “Log In” and you’re there! Full Answer How to login to Salesforce? So, how to login Salesforce? The … Read more
How to turn off lightning experience in Salesforce? Under setup, enter “Lightning” in the quick search and click “Lightning Experience”. Under the subsection “Turn It On” there is also the option to turn it off. Show activity on this post. Salesforce is identifying the media type as “Ipad” and probably forcing the Lightning UI. How … Read more
1. Have a session timeout on our application. However would still make our application vulnerable but only for a limited period of time. 2. Have a custom logout link so that when the user logs out of Salesforce he is redirected to the custom logout link configured in Salesforce which should log the user out. … Read more
Logging into a Salesforce Sandbox Print Visit the proper sandbox below. … Enter your Username followed by the sandbox name (in the case below, the sandbox name is newappsb so the username is [email protected] .newappsb ). … Enter your password you use to log into the Sandbox. … Users can log into the sandbox at … Read more
Here’s how to log calls with the Salesforce app: Step 1: Open a lead or contact record Step 2: Click on the “Plus Sign” icon at the bottom left of the lead or contact page Step 3: Scroll over to the Log Call icon Step 4: Enter the subject, call type, call disposition, comments or … Read more