If you create a Summary report and group on an appropriate field, you can include your calculated ‘Age’ field, then add a Formula Field to the report (available at the top of the field selection tree in the Report Builder) and choose Age->Average and the grouping level (s) you want to see the Average. From … Read more
You can also mix and match licenses, for example having 20 Platform Starter licenses and 15 Sales Cloud licenses. However, as a reminder, they all must be on the same Salesforce edition (e.g., you can’t have some on Enterprise edition and some on Unlimited edition). Important Tips! Salesforce Usage Limits – Salesforce policy prohibits the … Read more
How to create a list view in Salesforce lightning experience? Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add … Read more
Salesforce: List View Sharing As per API 39.0, looking at ListView object, we can’t retrieve who can access a list view with a simple SOQL query. But, looking at this metadata API documentation, we can retrieve who can access a list view using sharedTo field. Full Answer How to create a list view in Salesforce … Read more
Notes like the above are private by default, but you can always change the Note settings to make any Note private, public, or shared with specific people/groups. Notes in Salesforce1 The complete power of Notes is seen on Salesforce1. On a mobile device, access Notes and create new Notes through a button on the Action … Read more
When you enable folders for macros and quick text, you also allow your users to share them with other people. Previously, you could only share macros and quick text in Salesforce Classic. Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions. In Salesforce Classic, you can share individual macros. … Read more
By default, sharing a list view with one user isn’t available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person. To Share a List View with a Public Group: Existing List View Open the list view to share … Read more
By default, sharing a list view with one user isn’t available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person. To Share a List View with a Public Group: Existing List View Open the list view to share … Read more
You can even set up sharing rules specifically for guest users in your portal or site. Owner-based sharing rules let you share records between groups of users, while criteria-based sharing rules apply when certain criteria are met. Salesforce creates and maintains the following site-specific groups. Full Answer What are Salesforce communities and why do they … Read more
Documents from the Documents tab and attachments from the Notes and Attachments related list aren’t listed on Files home. And they can’t be shared as Salesforce Files. If content files are part of a content pack or delivery, they can be shared with more people than shown in Share with People. A file can be … Read more