Can’t edit dashboard salesforce classic

After saving a dashboard in Lightning Experience, you can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone. That way, you can still edit the original dashboard in Salesforce Classic. can’t edit dashboard in classic | Salesforce Trailblazer Community. That is … Read more

Can’t edit dashboard salesforce

“You don’t have permission to edit this dashboard. Ask your Salesforce admin or the dashboard owner for help” The same thing happens if Viewing As user is set to any other user than the current user viewing the dashboard. Full Answer How to provide individualized views of a dashboard in Salesforce classic? Provide Individualized Views … Read more

Can’t drag and drop salesforce

1) Log in to Salesforce with Microsoft Edge 2) Navigate to Opportunities 3) Change to Kanban view 4) Drag and drop an opportunity to another column Workaround While dragging and dropping is not functional, if you click on one of the Kanban tiles and press the spacebar on your keyboard you can chose which stage … Read more

Can’t do roll up in account hierarchy salesforce

Account Hierarchy Rollup Problem: Within Salesforce, it is not possible to do hierarchy rollups without Apex coding. Standard Roll-summary fields will not support these types of roll-ups. Full Answer Can all of your account hierarchies in Salesforce accelerate growth? If go-getter giants such as Google, Docusign, and Zoom are supercharging revenue and accelerating growth with … Read more

Can’t deploy snapshot with ant salesforce

Summary After retrieving an Analytic Snapshot with ANT from the source org you are unable to either deploy to another, or even redeploy to the source org. This is due to an encoding/decoding issue which doesn’t resolve when deployed. Full Answer Do I need a manifest for Salesforce DX deployment? If you aren’t familiar with … Read more

Can’t delte record ype salesforce

So first remove the usage of record type from profiles. Click on the profile link and then go to Record Type settings (without clicking on Edit button) Then click on This Edit and remove this Record type and select Master. In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users … Read more

Can’t delete trending report salesforce

In Setup, under Data Management > Mass Delete Records, select Mass Delete Reports and configure a filter to find reports that need to be deleted. Reports that you delete go into the recycle bin. They aren’t permanently deleted until you clear your recycle bin. Full Answer How do I enable historical trend reporting in Salesforce? … Read more