When you enter phone numbers in various phone fields, Salesforce preserves whatever phone number format you enter. However, if your Locale is set to English (United States) or English (Canada), 10-digit phone numbers and 11-digit numbers that start with “1” are formatted as (800) 555-1212 when you save the record. Does Salesforce automatically format phone … Read more
1. Locate the campaign you want to modify and open it. 2. Click on the arrow in the upper right corner to open expanded menu options, and then click Delete. Required Editions and User Permissions On the Sales Cadences page, select the sales cadence you want to deactivate, and then choose Deactivate from the Actions … Read more
The system administrator can disconnect app from the user profile. On the user profile, find “App Registration: Salesforce Authenticator” and then hit “disconnect”. Share Improve this answer answered Jan 21, 2020 at 14:33 Make sure you’re viewing the app’s landing page and that you can see the app name at upper left, with a list … Read more
You should be able to delete Visualforce pages from production directly and there should be a link to delete as long as you have the appropriate permissions and it is not a managed package….. Simply goto: Setup -> Develop -> Pages Find the page you want to delete and click the DEL link. Find the … Read more
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Refer to this table for help customizing each component’s properties, and for ideas about when to use each type of component: Add … Read more
From Setup, in the Quick Find box, enter Custom Labels, then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label. Edit Standard Labels and Objects. Override NPSP Field Labels.…Now that the Workbench is enabled, activate the English language so that you can … Read more
Try It Yourself. In your Salesforce org, click and select Setup to open Setup. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box. From the Object Manager page, select an object such as Account or Asset. This opens a details page for that object. From the … Read more
Create Text Email Templates in Salesforce Classic Do one of the following: … Click New Template. Choose the Text template type, and click Next. Choose a folder in which to store the template. To make the template available for use, select the Available For Use checkbox. Enter a name in Email Template Name . More … Read more
To create new custom application in Salesforce navigate to Setup | Build | Create | Apps | New. When we click on New button here we to complete 5 steps to create an app in salesforce. Click on New button as shown above. Now select Custom app and click on Next Button. Create Records from … Read more
Click Account Forecasting. In the Account Forecast Calculation Settings section, select the following Filter: Sales Agreements List View: Draft, Approved, and Active Click Recalculate All Forecasts to recalculate forecasts that apply this filter. Click Save to apply the filters and save other changes on the page. Full Answer How do I create a lookup filter … Read more