Can I use bucket fields in a Salesforce report? Joined Reports does not support Bucket fields. In Salesforce Bucket field lets you quickly categorize report records without creating a formula or a custom field, Bucket fields can be used like any other field to sort, filter, and group your report. Does’cases by Status’Report include the … Read more
Go to Setup | Platform Tools Section | Feature Settings | Salesforce Files | General Settings Click Edit and then select Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. Resolution Notes: Full Answer How do I enable the ‘files uploaded as Salesforce Files’ feature? Enabling the … Read more
To navigate to ‘Attach File‘ in Salesforce Classic 1. Go to any task or events records (either via home tab or via open activities/activity history related list of any record). 2. Click Edit. 3. Scroll down to Attachments related lists, then click Attach File. 1) Go to any object (Ex: Case) that has Files related … Read more
How do I add components to a dashboard in Salesforce? On the dashboard where you want to add a component, click Edit. … Drag the component type you want from the Components tab onto your dashboard. … Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. … … Read more
Otherwise, you could simply click “Add”, and search for your existing products, and copy them over. Click on the “Products” tab. Click “New Product”, and a simple form will appear in which you may implement your new Salesforce product. Activate the product, and then save it. You must add a price, before you can add … Read more
On the Display field, select either Line or Column. On the Value field, choose the data you want the second graph chart to represent. If you’re using a line, you may tick on the Use second axis box so that a separate axis on the right side of your column chart will be used for … Read more
How do I add files to Salesforce library? To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post. How do I enable library … Read more
Click on the Gear Icon after logging into Salesforce, then select “Setup”. In the Quick Find box, search and select “Gmail Integration and Sync”. You can enable it here. You’ll then need to add the Salesforce extension to Chrome. Full Answer How to integrate Salesforce and Gmail? If your organization uses both Salesforce and Gmail, … Read more
Select which objects’ fields can be used as columns in reports Navigate Setup – > Record Types – > Custom report types click continue. Now click on the new custom report type button Suppose you wanr to generate summary report based on account and contact, then account will be the primary object ans contact will … Read more
You can not add columns to report. As per documentaion : – Use the report object to get report metadata. Full Answer Is there a way to add custom formula fields in Salesforce? This feature is sadly (and unbelievably too) not available in Salesforce. Following is a idea post for this feature, you may want … Read more