Turn SFX/LEX/Lightning on. 4. Go to any object tab (use Accounts as example) 5. Open any Account record. 6. Click on Setup Gear Menu, you will see the Edit Page link is missing. Full Answer How to edit page layout in Salesforce lightning experience? Repro 1. Open Lightning Experience. 2. From Setup, under Platform Tools, … Read more
How to override delete/edit action link in Salesforce with apex? Step 1 : Creating Visualforce Page with the Name of [Account] in that put some , apex, java-script and css code for the same. Step 2 : We have selected the above created Visualforce Page for Override properties for Delete/Edit action link. Please see the … Read more
When creating a report however, users can find that the Add Chart icon is greyed out. Resolution The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Click to open the report you would like to add a chart to The reason why the … Read more
You cannot share the calendar that you have created from the Salesforce objects. Public calendars and resource calendars are not visible in the Lightning UI. You can share your My Events calendar with your manager or other colleagues, but not with personal and public groups. Full Answer How do I set up calendar sharing in … Read more
Does Salesforce Lightning require an email alert when task is manually created? Even after enabling the following permissions, no email notifications are received from Salesforce Lightning, when a task is created (manually) and assigned to user. Does this require an email alert with workflow? Show activity on this post. A task assignment notification will not … Read more
Click on Session Settings under Security. Under ‘Require secure connections (HTTPS)’ section, deselect Force relogin after Login-As-User setting. Click on Save. If the setting is enabled, an administrator must log in again to continue using Salesforce after logging out as the User. On the Quick Find box, enter Session Settings. Click on Session Settings under … Read more
Make sure that you have appended the sandbox name with your user name and the URL test.salesforce.com, or let any other user reset your password from sandbox You should click forgot password if you have no other options, The other option is refreshing the sandbox You have to provide your username([email protected]) when click on Forget … Read more
If you have salesforce admin access/once you are able to access your sandbox, then disable immediate link expire option by navigating: setup->profiles-> edit (all profile) ->policies ->select checkbox (Don’t immediately expire links in forgot password emails) Thanks! Suresh Kadi Expand Post The Don’t immediately expire links in forgot password emails policy bypasses the email server … Read more
Resolve the ‘Insufficient Privileges’ dashboard error Access the dashboard, then click Edit. Next to View dashboard as,’ click the drop-down and select Run as specified user, then click OK. In the ‘View Dashboard as’ field, enter the name of a user with a Salesforce Platform licence. Click the name when it… Next ‘View dashboard as,’ … Read more
How do I favorite a list view in Salesforce? Favorite a List View 1 With your list view selected, click the star icon in the top, right-hand corner of the screen 2 Retrieve your Favorites from anywhere in Salesforce by clicking the dropdown arrow next to the star icon More … How do I Pin … Read more