Add Custom Button In List View. 1. From Setup, click Object Manager, then click Lead. 2. Click Buttons, Links, and Actions, then New Button or Link. 3. Name the button. 4. Select List Button. 5. Content Source: Visualforce. More items All Answers From Setup, click Object Manager, then click Lead. Click Buttons, Links, and Actions, … Read more
Select a permission set, or create one. On the permission set overview page, click Assigned Apps. Click Edit. To assign apps, select them from the Available Apps list and click Add. Required Editions and User Permissions With this option, you create an app label and logo, add items to the app, and assign the app … Read more
You’ll need to navigate to Setup > Object Manager and then select which Salesforce object you’d like to add the custom button/link to. Go to the Home Page and click the SETUP GEAR ICON >> Click PLATFORM TOOLS – – OBJECTS AND FIELDS >> Click OBJECT MANAGER >> Select and click on CONTACT >> Click … Read more
On the Activities page, click Add a custom field to activities. On the Activity Fields page, you can see all the custom fields you already have. Click New to add a new one. In Salesforce Lightning Navigate to Setup. Select the Object Manager tab at the top of the screen, then click the Activity label. … Read more
No covert intelligence skills required, just a few clicks: From Setup, enter Company Information and click Company Information. Click the Currency Setup button. The Active and Inactive Currencies will be listed out. In Active Currencies, click New. Select a Currency Type. Currencies are alphabetized using their ISO currency codes. Enter the conversion rate relative to … Read more
You need to use the ‘Line Chart’ chart type and under ‘Chart Data’ you can select ‘Cumulative’. That will generate a cumulative chart for a ‘normal’ report that just contains the monthly values. This is described in detail here: http://galvintech.com/the-most-important-salesforce-report-every-sales-person-must-have/ You need to use the ‘Line Chart’ chart type and under ‘Chart Data’ you can … Read more
Go to Community Builder -> Settings -> Advanced -> Edit Head Markup Once You Click the Edit Head Markup Button, you will get a popup like shown in the image below where you can add CSS frameworks and other libraries just like you do in HTML. NOTE: From Setup, enter All in the Quick Find … Read more
Salesforce Visualforce Stylesheets (CSS) are automatically included in Visualforce pages to define the properties of an attribute and to change the look and feel of the application. We add CSS to Visualforce pages in three ways. They are Inline CSS. External CSS and Internal CSS. A dd CSS to Visualforce pages through Inline CSS Creating … Read more
Go to Community Builder -> Settings -> Advanced -> Edit Head Markup Once You Click the Edit Head Markup Button, you will get a popup like shown in the image below where you can add CSS frameworks and other libraries just like you do in HTML. NOTE: From Setup, enter All in the Quick Find … Read more
Go to Community Builder -> Settings -> Advanced -> Edit Head Markup Once You Click the Edit Head Markup Button, you will get a popup like shown in the image below where you can add CSS frameworks and other libraries just like you do in HTML. NOTE: Full Answer Can Salesforce customer support help with … Read more