Change the Show filter to Tasks to see only open tasks. Save your changes. Give your report a name and choose whether to make it public or private. If you select Private Reports, only you can see the report. If you select Public Reports, then everyone with access to reports in Salesforce can see the … Read more
The tab may be hidden for the Profile. Go to the User’s profile and change it to Default On. Check if the Object permission checkboxes are checked for the profile (Read/Write/Delete/View All/Modify All). If they aren’t checked, then check the boxes as per your business requirements. How do I search for specific objects in Salesforce … Read more
How do I restrict access to custom metadata types in Salesforce? Restricting access is recommended. Access can be granted to users through profiles and permission sets by admins with Customize Application permission. When not enabled, users without the Customize Application permission can read custom metadata types using different Salesforce APIs that are provided by Salesforce. … Read more
What is metadatawithcontent in Salesforce? MetadataWithContent MetadataWithContent is the base type for all metadata types that contain content, such as documents or email templates. It extends Metadata. You cannot edit this object. What is the use of Metadata Template type in Salesforce? This type extends the Metadata metadata type and inherits its fullName field.Available only … 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. Click Manage External Account. Select Enable as Partner. Navigate to the … Read more
If you are on the correct edition but do not see the above option in Login Access Policies Salesforce Customer Support must enable the feature. Use the following steps to begin this process. Have a System Administrator, authorized on behalf of your organization to request this feature, create a case with Salesforce Customer Support. To … Read more
In Salesforce Classic, the flow is mostly the same. Go to the Reports tab and click the New Report button. Note: If you don’t see the tab on the tab bar, click + and scroll down till you find Reports. Full Answer What happened to joined reports in Salesforce? Back in the Spring ‘19 Salesforce … Read more
Users may report that Site Users are unable to see Files attached to a Knowledge Article. Checking to View Where a File Is Shared may show multiple sharing entries for the Article under “Who Can Access” with their Customer Access toggle set to Disabled. Make Files on Records Visible to Customers. Full Answer How to … Read more
– add new fields and set FLS – update custom report type to add this new field and change the display name – customize the report to include new field and save it – run report, field is not visible Go to Setup / Customize / Accounts / Fields, click on the custom field, click … Read more
Even administrators can’t view fields without permission. Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you’re on Professional Edition or lower, you’ll instead need to add the field to your account page layout. Go to Setup / … Read more