Click the Opportunities tab. Click the list view name —likely Recently Viewed—and select the To Be Acknowledged list view. This list view is filtered, by default, to any opportunity record with an Acknowledgment Status of To Be Acknowledged or Email Acknowledgment Not Sent. Full Answer How do I send an email acknowledgment in Salesforce? Then … Read more
Its just under “Show All Tabs” which is the “+” sign on your Home Tab when you login. Also as mentioned above Type https:// DevInstance.salesforce.com/015/o in address bar once you logged in will directly redirect to “Documents Tab”. Share Clicking on the Documents tab displays the documents home page.…Note If the Documents tab is not … Read more
It says, ” Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards.” This could be your problem. Full Answer What happens when a user owns a … Read more
Why is my custom object tab not showing in Salesforce? The tab may not be enabled for the Profile of the user. Go to the User’s profile and change the tab to Default On. Be sure to make sure Object permission checkboxes are checked for the profile. What is a custom object tab in Salesforce? … Read more
For custom objects, turn on ‘Allow Search’ for the object If the tab is visible at in a full site desktop browser but not in the Salesforce mobile menu Check if that type of tab is supported, at Data Available in the Salesforce Mobile App The tab may be hidden for the Profile. Go to … Read more
Once the Leads are converted in a Salesforce Organization, they aren’t directly available in a Leads List View. To view the data of all converted Leads you will need to either use a standard Lead report or create a Custom Report Type based on your Organization’s needs. Learn how to accomplish this below. Create a … Read more
If the tab is visible at in a full site desktop browser but not in the Salesforce mobile menu Check if that type of tab is supported, at Data Available in the Salesforce Mobile App If it’s supported, check which App (collection of tabs) is currently viewed by tapping Menu | App Launcher Original profile … Read more
How do I customize navigation items in the Salesforce mobile app? To customize navigation items, in the Quick Find box, enter Navigation, and select Salesforce Navigation. After you save your changes, refresh the Salesforce mobile app to see the changes. Tip When organizing the menu items, put the items that users use most at the … Read more
Click on the gear icon located on the upper right corner. Click on Setup. On the left panel, click on User Interface. Click on Global Actions. Check the record type being used by the action missing by clicking on Edit before the action label. Resolve the missing Actions Click your avatar. Select Settings. Go to … Read more
Despite the User being assigned a ‘page layout’ with ‘global’ or ‘quick’ actions selected to display, they cannot see them in the feed. This can occur when the global or quick Actions are creating a record with a record type to which the User does not have access. Full Answer What are global actions in … Read more