If the folder containing your report is restricted to certain groups or roles, you won’t be able to select individual users when you schedule a report. Here are some workarounds you can use: Resolution Workarounds In Salesforce Classic or Lightning Experience: Change the report folder security temporarily. In Salesforce Classic or Lightning Experience: Change the … Read more
In case anyone is still interested in this topic: Total Price does not appear to be a field that can be inserted into formulas, but you can create a Custom Field within the Quote Line Items object that calculates Total Price as follows: ((Quantity * PricebookEntry.UnitPrice * (1 – Discount)) Full Answer How do I … Read more
Look at the top of any Salesforce page. If you’re using Lightning Experience, click, then select Setup Home. If you’re using Salesforce Classic and you see Setup in the user interface header, click it. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup. Look at … Read more
Is the Visualforce page vulnerable to cross site scripting? Now the visualforce page is vulnerable to cross site scripting. The security of the visualforce page should be decoupled as much as possible from the controller implementation. What is cross-site scripting and how does it work? Cross-site scripting is a vulnerability that occurs when an attacker … Read more
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007 Tasks: https://orgdomain.salesforce.com/00T You can access the list views by clicking the Activity … Read more
Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list. Full Answer How to display related fields in master object in Salesforce? Go to Layout of your master object. Scroll down to your related list and … Read more
From Setup, enter Users in the Quick Find box, then select Users. Click New User. For the first name and last name, enter Sia and Thripio, respectively. Full Answer How can Sia use Salesforce authenticator to track her location? Suppose Sia regularly logs in from the same place, such as the office, her home, or … Read more
As mentioned above, Salesforce doesn’t actually let a user view their security token within the application. To gain access to your security token, go to “Setup” (appears in the top right corner, under your name). In the left side menu column (under Personal Setup), open the drop down item “My Personal Information.” Full Answer How … Read more
Enter your Trailhead Playground username and password, then click Log In. Click Link Account. Now that your Trailhead Playground account is linked to AppExchange, you can install the app you want. Find the AppExchange listing you’re looking for (the Dashboard Pal component from Salesforce Labs, for example). Ensure you are logged into your Trailhead account. … Read more
From Setup, enter Sales Process in the Quick Find box, then select Sales Processes under the Sales menu. Your Grants Sales Process should include the Stages in the table above. I am using NPSP v3.118. Full Answer How does Salesforce search work? Salesforce search is powered by a search engine that brings users smart, relevant … Read more