How to add Chart to the Report in Salesforce? 1. Open the report. 2. Click “Customize” button to edit the Report. 3. Click “Add Chart” button. 4. Select Chart type. 5. Select X-axis. 6. Select Y- axis. 7. Check “Plot additional values” check box in Combination Charts for additional field to plot in the chart. … Read more
What is single sales process vs multiple sales process in Salesforce? Single vs Multiple Sales Processes in Salesforce. “A defined set of repeatable, interrelated activities from market awareness through servicing customers that allows communication of progress to date to others within the company. Each activity has an owner and a standard, measurable outcome that provides … Read more
In Salesforce Classic Go to Setup | Manage Users | Profile Select the specific profile. Go to ‘Record Type Settings’ related list Click Edit on the object which you can’t select a record type. Full Answer Why can’t I select a record type in Salesforce? Go to ‘Record Type Settings’ related list Click Edit on … Read more
Currently Salesforce is not supporting Work Order History Tracking in Reports. Vote for the below idea https://success.salesforce.com/ideaView?id=0873A000000COuRQAW Workaround: Use Data Loader for Work Order History Tracking in Salesforce. Full Answer Are work orders available in Salesforce? With the Spring’16 Release Work Orders are available in all Salesforce Org and does not require any extra licensing. … Read more
Best Answer chosen by Flint Lockwood Sandhya Hi, Currently, the Manage External User button and the nested buttons it hosts are not available in the lightning user interface. As a result, users have to switch between lightning and Salesforce classic to access the functionality. Full Answer How to give Lightning access to users in Salesforce? … Read more
You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record. Full Answer What is matching rule in Salesforce? Salesforce Matching Rules: Matching rules … Read more
Can you see the opportunity related list on the account screen? Can you see the Opportunity related list on the Account screen? Normally, if you can see the Opportunity related list, you will be able to see the records, even if you don’t have access to Opportunity data. Why can’t I select a record type … Read more
How do I enable IoT in Salesforce? Enable Salesforce IoTFrom Setup, enter IoT in the Quick Find box, then select Get Started.In Enable Salesforce IoT, click Enable. What is Salesforce IoT? IoT cloud is data format- and product-agnostic; output connectors allow communication with Salesforce clouds or third-party services. Salesforce.com is a San Francisco-based customer relationship … Read more
Salesforce: Related List not Visible to a User Related list in Salesforce is very useful and simple to use. Child objects from Lookup Relationship or Master-Detail Relationship will show in the Parent object page layout. But, too many related list also not good as it will create a long scroll down on the parent page. … Read more
Flow picklists that include a default value aren’t supported. If you choose a default value, it isn’t shown as the default value in the picklist and isn’t used in the mobile flow. To work around this issue, add a separate choice that is a constant equal to the value of the default value in the … Read more