How to change dashboard running user in salesforce programatically In case you need to display your filter and dashboard on the same page – You may need to customize your chart as well… If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to … Read more
Login to your Salesforce account, and ensure that you have the required privileges. Go to Setup, then go to “ Report Types ” from the quick find box. Click on “ New Custom Report Type ”. From the Reports tab, click New Report. Select the report type, and then click Create. Note You can’t change … Read more
Navigate to Setup | Administration Setup | Manage Users | Users. 2. Find the User whose Profile you would like to customize. 3. Click the Edit link next to the Username. 4. In the right-hand column of User information, change the Profile to the new Profile. Click Gear icon | Setup | Users | Users. … Read more
Setting owd in Salesforce In Setup, use the Quick Find box to find Sharing Settings. Click Edit in the Organization-Wide Defaults area. For each object, select the default access you want to give everyone. To disable automatic access using your hierarchies, deselect Grant Access Using Hierarchies for any custom object that does not have a … Read more
From Setup, enter My Domain in the Quick Find box, then select My Domain. Under My Domain Settings, select Edit. Enter a new domain name. Select Check for availability, and if the domain is available, click Save. From Setup, enter My Domain in the Quick Find box, then select My Domain. Under My Domain Settings, … Read more
Make sure that the Contact Owner field is visible on the Contact Page Layout. View (don’t edit; that won’t work) the record of the contact whose ownership you want to change. Beside the Contact Owner’s name, you will see [Change]. … More items… On the record detail page, click the link to change the owner. … Read more
Convert Leads to Contacts and Accounts in Salesforce Essentials Click on the Leads tab in navigation menu bar. Open the Lead record you wish to convert. Click the Convert button in the upper right. How do I convert a Salesforce lead to a contact? Classic Instructions:Click the Lead tab.Open the Lead record which needs to … Read more
Customers can cancel their subscriptions or reduce the number of users at renewal by responding to the renewal notification before the end of their subscription term. Salesforce must receive the customer’s request via email 30 days before the renewal date. Verbal requests will not be accepted. There’s a cancellation button at the bottom of the … Read more
Call a class method from a trigger. Use the sObject addError () method in a trigger to restrict save operations. Apex triggers enable you to perform custom actions before or after events to records in Salesforce, such as insertions, updates, or deletions. Full Answer How to connect Salesforce to Salesforce in apex? Salesforce Connect uses … Read more
Salesforce Validation Rule Bypass Using a Custom Permission Create a Custom Permission. Create a Permission Set and mark the Custom Permission as active in that set. Assign users to the Permission Set who should be able to bypass the Validation Rule. A a line to the Validation Rule that references the Custom Permission. Any users … Read more