In Salesforce Classic. Go to the Documents tab, or the ‘+’ icon to view all tabs and choose Documents from there. Click on New. Fill-up the required fields and make sure to select the Externally Available Image checkbox. Select which folder you’d like to save the image to. Select the Enter the path of the … Read more
Create a Contact In the Related Contact tile of the Household tab, click + Add Contact. In Lightning Experience, click + New Contact in the Related Contact picklist. … Select the Person Account record type. … Click Next. Enter the contact’s last name. Enter the contact information that your company uses to manage contacts. More … Read more
In Setup, click Create | Objects. Merchandise is a custom object. … Click the Merchandise object name. Scroll down to the Compact Layouts related list and click New. In the Label field, enter Customized Compact Layout. Select these fields for the compact layout, then click Add. When on site, these are the most important fields … Read more
How To Add Comments To A Task In Salesforce Lightning Welcome In this guide, we will learn how to add comments to a task in Salesforce Lightning Click on “Tasks” Click on “Edit Comments” You can edit comments from here Click “Save” Comments have been added successfully! More … How To Add Comments To A … Read more
Enter CaseComments in the Name field (1). Specify Enter Case Comment as the Field Label (2). Enter Enter Case Comment… as the Placeholder (3). This is the text the users see by default to prompt them to enter a comment. Click New on the Cases tab to create a case, or select an existing case … Read more
How To Add Comments To A Task In Salesforce Lightning Welcome In this guide, we will learn how to add comments to a task in Salesforce Lightning Click on “Tasks” Click on “Edit Comments” You can edit comments from here Click “Save” Comments have been added successfully! More … 0:03 0:32 How to add comments … Read more
To add the Comment field into the Lightning Task Object for Lead / Account / Contact / Opportunity / Case or Custom records, please follow these steps: 1. Visit Setup -> User Interface -> Global Actions 2. Click on New Task Label to open it (last in the list above) Required Editions and User Permissions … Read more
Just create a summary formula that adds a new column to your report. Create a Summary Formula Column 1: To reveal the full fields list and the Summary Formulas, click Fields. 2: Click Create Formula and give your summary formula column a name. To add a numeric column, expand the Fields pane and either double-click … Read more
Update Salesforce List. Navigate to Contacts > Marketing Lists. Hover over the All Salesforce Leads/Contacts Lists, and click the drop-down arrow. Click Import/Export > Salesforce.com Sync Setup. Click Add List Columns in the Pull from Salesforce section. Add new columns to your list. Click Save. To add these fields immediately, click Run Now to begin … Read more
Add Multiple Columns to a Dashboard Table in Salesforce Classic. 1. Open the dashboard and click Edit. 2. Click the Wrench icon on the table you want edit. 3. Click the Formatting tab. 4. Confirm that Column 1 is your grouping value. 5. Set Column 2 to one of the two values you wish to … Read more