Look at the Custom Fields & Relationships section and find the API Name. You can programmatically verify the relationship name as shown below: Execute Anonymous: system.debug (MyObject__c.ContactRelationship__c.getDescribe ().getRelationshipName ()); Full Answer How do I create a name field in Salesforce? 0:324:03How to Create a Custom Field in Salesforce (Salesforce Classic)YouTubeStart of suggested clipEnd of suggested … Read more
If you don’t see this menu, Communities might not be available for your Salesforce org. You are not allowed to change the name of the domain name after setting it up so think carefully before saving it. Step 1: From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. Step 2: … Read more
There are tabs that do not show up by default in Salesforce. Resolution You can add a tab by clicking on the + tab and then clicking on the Customize My Tabs button. From there you can select the tab you want to add from the ‘Available Tabs’ column and move it to the Selected … Read more
From Setup, open the Object Manager and click Contact. In the left sidebar click Fields & Relationships. Click New. For the field type, select Formula and click Next. Call your field Account Number and select Text for the formula return type. Full Answer How do I create a formula field in Salesforce? Follow these steps … Read more
Account Team feature is a not enabled by default. You need to enable that feature to to use that functionality. From Setup, enter Account Teams in the Quick Find box, and select Account Teams. Click Enable Account Teams. Select the Account Teams Enabled checkbox and click Save. If you don’t see the Account Team related … Read more
In Setup, enter Report Types in the Quick Find box, then click Report Types. If prompted, click Continue. Click New Custom Report Type. For the primary object, select a Salesforce Surveys object, and define the settings for your custom report type. Full Answer How do I create a custom report in Salesforce? Step 1: Defining … Read more
Exporting reports from Salesforce has a different flow. You need first to open your report, then you can find the Export option in the Edit drop-down menu on the right. Then you’ll be able to select the Export view: Formatted report or Details Only. Unable to export a report in Salesforce Print You can have … Read more
Is there a jitterbit data loader for Salesforce? Jitterbit Cloud Data Loader for Salesforce is here! Jitterbit Cloud Data Loader for Salesforce is here! Jitterbit Cloud Data Loader for Salesforce is here! The Jitterbit Cloud Data Loader for Salesforce is here! And it once again offers Salesforce users the most powerful data migration tool available … Read more
(You can set up the conditions in multiple ways; we’re doing it this way so you can see how filter logic works.) Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Unlock the Industry filter that you added in the last exercise. Full Answer How … Read more
If your sandbox does have an active system administrator, then please have this person change the email address or other User details by logging in and going to In Salesforce Classic: Setup | Manage Users | Users, and then click on Edit next to the name. Full Answer What is app settings? What is permission … Read more