How To Enable A Custom Object Tab In Salesforce. Go to Setup in Salesforce. In the QuickFind box, type tabs and select the Tabs menu option. Click the New button to create a new Tab. Select the custom object you wish to enable the tab for. [Report Schedules] Click the Tab Style lookup icon which … Read more
How do I create a Report chart in Salesforce? Click Edit next to the page layout. Click Report Charts. In the Quick Find box, type the name of the report and click the Quick Find icon to find and select the report chart. You can browse up to 200 recently viewed reports by chart type … Read more
Click New Note. Enter a title. Enter the body. Click Save. The note is added to the record. Click any one of your lead, then click Edit Layout button in the page, then click Releated list in the page and then drag the Notes and Attachments to your page, then save and close your page. … Read more
So use following code to attach Note to Opportunity. Note noteObj = new Note (); noteObj.Title =’Follow up with customer’; noteObj.Body = ‘test body’; noteObj.ParentId = <opportunityId>; insert noteObj; Hope this would resolves your issue. From Setup, select Enable Notes on the Notes Settings page. Using the page layout editor, add the Notes related list … Read more
Click New Note. Enter a title. Enter the body. Click Save. The note is added to the record. From Setup, select Enable Notes on the Notes Settings page. Using the page layout editor, add the Notes related list to page layouts for all objects where you want users to take notes. Add the New Note … Read more
Let Users Take Enhanced Notes in Salesforce1 From Setup, enter Navigation in the Quick Find box, then select Salesforce1 Navigation. Move Notes from the Available list to the Selected list. We recommend adding Notes above Smart Search Items so it displays above the Recent Items section in the navigation menu. Click Save. Enable Notes. From … Read more
To add the Notes utility to a new or existing Lightning app, go to Setup in Lightning Experience. Enter App in the Quick Find box, then select App Manager. For step-by-step help, check out Add a Utility Bar to Lightning Apps in the Salesforce Help. If you don’t see Notes in the list of standard … Read more
Go to Setup | Customize | Notes | Settings. Check on the box. Create new notes against records by navigating to the Detail page, and hitting the “New” button against “Notes & Attachments”. Click New on the Cases tab to create a case, or select an existing case and click Edit. Type your comments in … Read more
Click the Insert button. Login to Data Loader using Salesforce credentials plus the security token. Note: If you do not have the security token please see steps in Reset Your Security Token. Select Show all Salesforce objects to choose either Note or Attachment (depending on the type of record you are importing). You must have … Read more
In the Process Builder, in the Activity Library, open the Salesforce tab. On the Salesforce tab, drag the Add Note activity onto your process. General Configuration Specifies the basic settings for the Add Note activity. Enable Notes. From Setup, select Enable Notes on the Notes Settings page. Add the Notes Related List to Page Layouts. … Read more