Insert the ‘Note’ with the Data Loader Install and Launch the Apex Data Loader. For more, please review Considerations for Installing Data Loader. Click on Insert. Enter your login credentials. Click on Next. Check the box next to Show all Salesforce objects. Select Note (ContentNote) from the list of available objects. Click Browse… and select … Read more
To install NPSP on an existing Salesforce organization: Visit the NPSP Installer page. Log in to your Salesforce organization by clicking Log In, choosing Production or Developer Edition org or Sandbox org, and entering your login credentials. Review the installation list and click Install. More items… • Oct 30, 2018 What can Salesforce do for … Read more
Follow the below steps: 1. Make sure you’ve allowed the network access needed for News to work. 2. From Setup, enter Account Settings in the Quick Find box, then select Account Settings. 3. Select Enable News. From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Enable News. Make sure … Read more
Click into the picklist/multi-select picklist field in question and select the “New” button to begin adding a new value (s). Enter each value on a separate line. If you are using multiple Record Types on your object, select the Record Type where the new value (s) should display, and click the “Save” button. Add or … Read more
Adding Task Type Dropdown to Salesforce Lightning Task Layout. 1. Click on the Setup Gear Icon or Setup Heading on the Right Sidebar to open the Setup menu -> then click User Interface -> then click Global Actions … 2. Click on Edit Layout. 3. Grab the Type box from Task Fields and drop it … Read more
Hover over a button in the Mobile and Lightning Actions section above and drag and drop it into the Salesforce Mobile and Lightning Experience Actions section. For example, Email or New Task or New Event Then click SAVE in the upper corner of the Page Layout screen. After enabling Lightning Experience there is no button … Read more
Salesforce.com – Adding a Related List. Click OK to save. Preview the changes by clicking the Preview As button at the top. You can choose different user profiles to preview. Customize Related Lists Access the page layout editor. To edit a related list, double-click its tab. … Select which fields to include in the related … Read more
Create a new section in a page layout. 1. Click on Setup | Customize | select the desired object. 2. Click Fields in the palette. 3. Find Section in the first column, then drag and drop it on the page layout. 4. Enter your desired name on the Section Name field. 5. Click OK. More … Read more
Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout. 3. Select Fields in the palette. 4. Find Section in the first column, then drag and drop it on the page layout. Custom Objects in the Classic UI Go to Setup. Click Create | Objects | Object … Read more
1. Go to Setup. 2. Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout. 3. Select Fields in the palette. 4. Find Section in the first column, then drag and drop it on the page layout. 5. Enter your desired name on the Section Name field. … Read more