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
Select the custom metadata type’s label from the available component types—for example, Threat Tier, or if the type is from a package that you’re extending, Threat Tier [vacations]. Select the records to add. Click Add to Package. Full Answer What are unmanaged packages in Salesforce? Unmanaged packages are traditionally used for distributing open-source projects to … 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. In the Short Description field, enter an easily recognizable term to identify this custom label. This description is used in merge fields. … Read more
Create a Custom Home Page for Lightning Experience. From Setup, enter App Builder in the Quick Find box, then click Lightning App Builder. Click New, select Home Page, then click Next. Step through the wizard and name the page New Home Page, select the Standard Home Page template, and then click Finish. An empty Home … Read more
On the Reports tab, click a report to open it. Click Customize. Click Add and select a Field Filter from the list. A new filter row appears below the other two filters. Click next to the filter field and select a filter. In our account filter example, you’d select Industry. … Select an operator for … Read more
In order to add a new field to show up in the report, first go to the report Type -> find your report type -> Edit Layout and then from the right panel add your custom field to this report. Open your report now and you should see this field. PLEASE SELECT THIS AS THE … Read more
2 Answers. Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list. If you want to add a custom field as a column in the related list, Go to the object on which Your Product’s related … Read more
The following steps will help you add custom fields to your Salesforce instance: 1) Login to the Admin tab and navigate to the Object Manager. 2) Select ‘New’. 3) Enter a name for the field, which should be unique within an object type. 4) Select ‘Standard’ under Data Type and enter values for each of … Read more
How to create a custom report type in Salesforce? Create a Summary Report The Fields pane (1) displays fields from the selected report type, organized by folder. … The Outline pane (2) makes adding, removing and arranging columns a breeze with a simple drag and drop feature. … The Filters pane (3) allows you to … Read more
Adding Custom fields to Activity Event Page Layout in Salesforce Sign in to Salesforce as your API user. Go to the Setup page. In the Platform Tools section, go to Objects and Fields -> Object Manager (Figure 1). … In the Object Manager list, select Event (Figure 2). … On the Event page, select Page … Read more