How do I add a connected app to Salesforce? From Setup, enter App Manager in the Quick Find box, then select App Manager. Click New Connected App. Enter the connected app name and your email address: Select Enable OAuth Settings. Select Use digital signatures. To upload your server. For OAuth scopes, add: Click Save. More … Read more
To enable conditional highlighting, your report must contain at least one summary field or custom summary formula. 1. Create a Summary or Matrix Report and select Conditional Highlighting under Show. Full Answer Do you use conditional highlighting in reports in Salesforce? #1MinuteTip Have you used the conditional highlighting in reports in Salesforce? With conditional highlighting … Read more
Edit the Contact Roles for Account, Case, Contract, or Opportunity objects. click “New” to add a new value. click “Reorder” to reorder the values. click “Replace” to globally replace an existing value in the picklist with a new value. click “Edit” next to an existing value to edit the value’s name and, optionally, make it … Read more
Is there a way to update composite keys on save? Moved to the general development discussion board. The upsert method only supports a single field so you’ll need to create a field to represent your key and you can use a workflow field update or apex trigger to set the key on save whenever an … Read more
Click New to create a new change set. 4. Specify a name and description (optional) and click Save. 5. Click Add to select the component and add it to the Change Set. Full Answer What is an inbound change set in Salesforce? An inbound change set is a change set that has been sent from … Read more
In Lightning Experience. Click on your avatar at the upper-right portion of the screen. Click on Settings. In the Quick Find search box on the left-side of the screen, enter My Email Settings. Click on My Email Settings. In the Email Signature field, enter <img src = “link here”/>. Click on Save. In Salesforce Classic … Read more
Field Label = Logo Formula = IMAGE (Logo_URL__c, “Company Logo”, 60, 80) Set up the Permissions to this field accordingly Just add a URL to a logo and it will be available in Salesforce as an Image. Switch to Salesforce Classic and navigate to the Documents tab. Click New, set the field values, and select … Read more
How to add your company logo in Salesforce 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 … Read more
How to add your company logo in Salesforce 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 … Read more
Here are the basic steps: Sign up for the Mobile Publisher program. Contact your salesforce.com sales rep for more information. Design your branded assets and upload them to Salesforce. Full Answer How do I log in to the Salesforce mobile app? Start the app by tapping the Salesforce icon on your home screen. You see … Read more