While in Setup, navigate to Object A (e.g. Project) On Page Layouts, select Edit for the layout Click Related Lists from the Page Layout Palette Confirm the new Related List has been added to the page layout If not, drag it down into the Related List section to add Select the Wrench icon above the … Read more
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 it to a price book. Add New Products Click. to open the App Launcher and select … Read more
Custom UI Go to the setup icon on the salesforce org. Step 1: Setup > build > create > object > new custom object (in classic experience) Step 2: Feed-in the label name, plural label, and object name. Steps Log in to your Salesforce account. Click Setup at the upper-right corner. Under the Build section, … Read more
Log in to your Salesforce account. Click Setup at the upper-right corner. Under the Build section, click Create and select Objects. To create a custom object, click New Custom Object. Enter the name of the Custom Object in Label, Plural Label, and Object Name. Steps Log in to your Salesforce account. Click Setup at the … Read more
Customize Campaign Member Statuses in Lightning Experience. To add a status, click New in the Campaign Member Statuses related list. To change which status is the default, click Change Default Status. To change a status name, click Edit next to the status. To change whether the status counts as responded, click Edit next to the … Read more
Go to the MC Setup tab in the Mailchimp App in SF Click New Query Select the MC List to add the SF Campaign Members to. Create User Lists for Your Salesforce Calendar From Setup, in the Quick Find box, enter Users , and then select Users. Click Create New View. Name your user list … Read more
How do I enable licenses in Salesforce? In Setup, enter Users in the Quick Find box, then select Users. In the user list view, click a user’s name. On the User Detail page, select the checkbox next to the feature license you want to enable for that user. …. Click Save. Purchase new products and … Read more
Adding a Lead Source value in Salesforce Login to salesforce.com. Click the Setup gear in the top right, then click Setup. Click the Object Manager. Scroll down and click either the Lead or Contact object, depending on which one you have LeadIQ set to create. This guide will use Contact just as an example. Click … Read more
In your Salesforce org, click and select Setup to open Setup. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box. From the Object Manager page, select an object such as Account or Asset. This opens a details page for that object. From the sidebar, click Fields … Read more
Activate Currencies From Setup, enter Company Information and click Company Information. Click the Currency Setup button. … In Active Currencies, click New. Select a Currency Type. … Enter the conversion rate relative to your corporate currency. … Specify the number of decimal places to display for amounts in this currency. More items… How do I … Read more