Edit Page Layouts Manually Log into Salesforce and click the Setup button. On the left menu, click Objects and Fields and select Object Manager. Click one of the following: Account, Opportunity, Product, Work Order or Asset. Click Page Layouts in the left menu. Click the respective Page Layout. On the Layout page, in the Fields … Read more
Here’s how to do it. Open Business Manager. Select site > Merchant Tools > SEO > URL Rules. Click the URL Search Refinements tab. Full Answer What is redirecturi in Salesforce? redirectUri is equivalent to the callback URL provided in the Remote access detail and i have provided the same (Call back URL = my … Read more
Create and Edit Groups Click the control that matches the type of group: For personal groups, go to your personal settings and click My Personal Information or Personal —whichever one appears. … Click New, or click Edit next to the group you want to edit. Enter the following: Field Description Label The name used to … Read more
Open your Salesforce (Service Cloud) account Go to Setup (not Service Setup) Click Objects and Fields, and then go to Object manager Then click on Case Then go to Buttons, Links, and Actions Click on Email Now click Edit Now click on the magnifier in the Default Email Template line, and then select the email … Read more
Go to the recurring donation record, click Edit, scroll down to the Salesforce.org Elevate payment element and click Update Payment Information, then enter and save your changes. Now that you understand how to manage payments when they’re in Elevate and Salesforce, let’s check out the way they might arrive most often: through Elevate Giving Pages. … Read more
Click on the Report Name to open it. 2. Edit Report. 3. For editing, the UI is similar to the one we see in Classic. You should see Save, Save As and Report Properties buttons. Clicking on Report Properties would give you the option to add description. Open a report and hover over the text, … Read more
1) Create a case with Subject line (User) —-First Case 2) Create another case with Same Subject line [either by (Same user or different user)].—-Second Case 3)Now System should automatically identify it as a ” Duplicate case and close the case ” (i.e second case). In existing orgs, add the Clone quick action to the … Read more
How to drive Salesforce Adoption Get users involved. Getting users involved from the get go of your Salesforce project will bring about a sense of… User Training. Your users will need comprehensive training sessions and/or materials to be able to use the system… Get the system right. It is important that your CRM system is … Read more
What is a lightning layout in Salesforce? A lightning-layout is a flexible grid system for arranging containers within a page or inside another container. The default layout is mobile-first and can be easily configured to work on different devices. Create the content of the layout by including lightning-layout-item components within lightning-layout. How do I create … Read more
Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. NOTE: Email must be the first column of your report. At the top of your report, click … Read more