From the App Launcher ( ), find and select the Sales app. In Sales, click the Setup icon at the upper right, and then click Edit Page. In Lightning App Builder, drag Tableau CRM Dashboard component from the list on the left to the lower part of the Quarterly Performance component. … In the properties … Read more
Go to the Cycle Counts page on the Salesforce mobile app. Tap the cycle count you want to start. Tap Start Visit. You can see the time elapsed for this count on your screen in the HH:MM format. Can you report by month and year in Salesforce? Reporting by Month and Year with Salesforce Reports … Read more
Add the custom URL to Salesforce Login to Salesforce and navigate to Setup > Domain Management > Domains. Click the Add a Domain button. Enter your domain name (e.g. www.mydomain.com and click Save. Take note of the organization’s unique API identifier value which you will use later on when creating the DNS record. More … … Read more
Go to Setup in Salesforce. In the QuickFind box, type tabs and select the Tabs menu option. Click the New button to create a new Tab. Select the custom object you wish to enable the tab for. [Report Schedules] Click the Tab Style lookup icon which will bring up the Tab Style Selector window. Click … Read more
How To Enable A Custom Object Tab In Salesforce. Go to Setup in Salesforce. In the QuickFind box, type tabs and select the Tabs menu option. Click the New button to create a new Tab. Select the custom object you wish to enable the tab for. [Report Schedules] Click the Tab Style lookup icon which … Read more
From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types. Click New Custom Metadata Type. For Label, enter Support Tier and for Plural Label, enter Support Tiers. Click Save. After you save, you land on the Custom Metadata Type Support Tier page. This page includes the details of the … Read more
This is how you add fields in Salesforce: -Sign into your account and go to Setup > Customize Fields -Select the field type you want to add (Text Area, Checkbox, etc.), fill in all of the necessary information about that field (name, display name, long text, short text, etc.) then click “Next”. 0:53 3:24 How … Read more
Go to yourname –> setup –> appsetup –> Customize –> homepage component Under the custom component click New and then click next Give the Name as Logo and select the type as image, click next Click the insert image button and select the image/logo file Then click save This will allow us to choose the … Read more
Create a Custom List Button. From the App Launcher, find and select the Sales app. Click the Files tab. Here, Maria can see the guidelines PDF she uploaded. Upload a file of your own so you can follow along with the rest of these steps. Click for the image you just uploaded and select Share. … Read more
Go to Setup=>Customize=>Home=>Home page Layouts. Now select the page layout which is default to your profile(DE Default)and click on Edit. SelectCustom Link Check boxto enable on home page sidebar. Adding Default Custom Links From the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links. Click Default Custom … Read more