In the Force.com Explorer, all you need to do it put a before the apostrophe like so: Select Id, Name, (Select Id, Name From Contacts) From Account where name like ‘%L’Oreal%’ Now, if you are building the SOQL dynamically and you are not sure when/where the single quote could appear, Salesforce has though of it. … Read more
Click New User then enter your new User details. 3. In the ‘User License’ field, select Salesforce 4. In the ‘Profile’ field, select System Administrator. Full Answer What is NPSP relationship in Salesforce? Relationships Overview Relationships in Nonprofit Success Pack (NPSP) are a custom object that connects two contacts in your Salesforce org. Our (fictional) … Read more
The following steps will help you add custom fields to your Salesforce instance: 1) Login to the Admin tab and navigate to the Object Manager. 2) Select ‘New’. 3) Enter a name for the field, which should be unique within an object type. 4) Select ‘Standard’ under Data Type and enter values for each of … Read more
In the left sidebar click Fields & Relationships. Click New. For the field type, select Formula and click Next. Call your field Account Number and select Text for the formula return type. Full Answer How do I create a formula field in Salesforce? Follow these steps to navigate to the formula editor. From Setup, open … Read more
Required Editions. Click the Plus icon () to the right of your current tabs. If you want to see a list of just the tabs for a specific app, select that app from the View drop-down list. Click Customize My Tabs. In the Custom App drop-down list, select the app where you want the tab … Read more
If a user does not have a Salesforce license, you will need to create a Salesforce user record with an ‘Identity’ user license type (selecting a profile is mandatory, which we will revisit later): With Salesforce user sync, every Salesforce profile is mapped to a Pardot user role (eg. Administrator, Marketing Sales Manager, Sales). Full … Read more
Create an Organization Account Click the Accounts tab in the navigation bar. Click New. Enter the Account Name and other details. This article contains these sections: Organization Account Overview. Create an Organization Account.…Create an Organization Account Click the Accounts tab in the navigation bar. Click New. Enter the Account Name and other details. Click Save. … Read more
Open the dashboard you want to filter and click Edit. Click Add Filter. Next you need to specify the fields you want to use to filter the dashboard. To add the Description field to the Custom Report Type, the look up click path would be Opportunities Owner > Role > Description. By adding that field, … Read more
To create new custom application in Salesforce navigate to Setup | Build | Create | Apps | New. When we click on New button here we to complete 5 steps to create an app in salesforce. Click on New button as shown above. Now select Custom app and click on Next Button. Ente App Label … Read more
Go to Setup > object > fields, click on field and then in bottom you will see the button to add in new pick list values. Go to Setup > object > fields, click on field and Click on New to add the new picklist values. Add or Edit Picklist Values Navigate to the fields … Read more