Add Cross Filters Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click. and select Add Cross Filter. Leave with as the operator and select Activities as the secondary object. Click Apply. Click Save & Run. What are cross filters in Salesforce reporting? What are … Read more
Cross Filter Salesforce Report Click Report Tab and Click New Report. Choose Report Type and Click Continue. (Here we Choose Account) From the FILTERS tab, click More Actions | Add Cross Filter. Then Choose whether to show your primary object with or without a secondary object (Here we choose without and Opportunity). Then, choose the … Read more
Go back to Quote Templates and activate your current template. Create PDF Quote PDF Finally, create a new Quote and Click on the “Create PDF” button. Likewise, select the template and click on the “Create PDF” button to preview your PDF. Required Editions Go to the quote template where you want to include a PDF. … Read more
Go to Accounts | Page Layouts and add the County field to your Account page layouts. Go to Contacts | Page Layouts and add the County field to your Account page layouts. Use Data Loader to import the records needed for the Postal Code County Mapping object in this file. Full Answer What are address … Read more
Create a report to view converted Leads. Click the Reports t ab. Click New Report. Click the ( + ) sign next to the Leads folder. Select the Leads with converted lead information report type. Click Create. If desired, drag additional fields onto the ‘Preview’ section. Click the Add button. Select the Field Filters. Set … Read more
Required Editions and User Permissions. In the Digital Experiences app, open the workspace. Click Add Content. Select the content type. For more information on content types, see CMS Content Types. Then click Create. Click Create Content and fill in the fields. Click Save Draft when finished. To make the content available for collections and for … Read more
Click the Libraries tab in the Content app and then click the Contribute button. The Contribute Content page appears. Click the Choose File button and browse your hard drive for the file that you want to upload. Salesforce Content automatically uploads the file you select. … Give your content a descriptive title. Follow standard naming … Read more
From an account detail page, go to the Contacts related list. Add one or more contacts as campaign members. To add a single campaign member, choose Add to Campaign from the Actions menu next to the contact. … Specify the campaign. Specify the campaign member status. Click Submit. How to add a lead to a … Read more
Please follow these steps. Log into Salesforce. In lightening Go to setup page, In quick find box search for Activity Settings. Feature settings->Sales->Activity Settings. Check the box “Allow Users to Relate Multiple Contacts to Tasks and Events”. How do I add a contact to an event in Salesforce? Required Editions and User PermissionsOn the Event … Read more
Click on Edit along the page layout. Choose “Related list” from the palette then drag Contact into your Object page layout related list section. How to create a list of related objects in Salesforce? You have to create another custom object. On the new object create new field of type lookup relation or master-detail to … Read more