In Salesforce Classic: Go to Setup, enter Global in the ‘Quick Find‘ box In Lightning Experience: Click the Gear icon. Go to Setup, enter Global in the ‘Quick Find‘ box Full Answer How to use search in Salesforce? Select the fields from available tabs to selected tabs to which the search results are to be … Read more
1:46 13:38 Salesforce Trailhead – Create Reports with the Report Builder YouTube Start of suggested clip End of suggested clip Which you access from where from the sandwich icon here click there and reports. Or you can accessMoreWhich you access from where from the sandwich icon here click there and reports. Or you can access … Read more
Check the ‘Allow Activities’ checkbox under the Optional Features section on the custom Object’s edit page. If you do not have that checked then the Object won’t come up in the Related to Record picklist. I don’t recall in which documentation I read that, but I just verified it in my DE. Full Answer Why … Read more
How do I change the default forecast in Salesforce? Then click on Navigation Items. If we are using Salesforce Classic, click ‘+’ and select ‘Customize My Tabs’. Move Forecasts from the Available column to the Selected column and save the changes. Search for ‘Profiles’ in the Quick Find box, and then select Profiles. What are Salesforce locale settings and how … Read more
Go to the Home tab in Salesforce. Scroll down toward the bottom of the page and click on the Recycle Bin link located on the left sidebar. In the Recycle Bin, you can switch between: Click to see full answer. Similarly, you may ask, where is the recycle bin in Salesforce lightning? You can find … Read more
Go to the Record Type (Setup > Customize > (object)> Record Types). Click on the record type. Find the Record Type ID in the URL between id= and &type. Alternatively, you can create a custom/formula field with the value Record-Type ID. 0:12 0:55 How to Find a Record Type ID in Salesforce – YouTube YouTube … Read more
1) close Process Builder 2) go to Setup / Develop / Apex Classes and click “Compile all classes” 3) go to your process and select your class Full Answer How to create custom formula in Salesforce? creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => … Read more
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Select a permission set, or create one. On the permission set overview page, click Custom Permissions. To view permission sets, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Full Answer What are the types of … Read more
Use the Quick Find box to find Permission Sets in Setup. Click Clone next to the set you want to copy. Enter a label and a description…. Click Save to go back to the permission set overview page. To view permission sets, from Setup, enter Permission Sets in the Quick Find box, then select Permission … Read more
1. Go to Setup –> Build –> Customize –> Opportunity –> Opportunity Team. 2. Enable Team Selling. 3. Select the Page Layouts. 4. Go to Setup –> Build –> Customize –> Opportunity –> Opportunity Team –> Opportunity Splits. How to enable opportunity splits in salesforce First enable team selling in the team selling setup. … … Read more