How to Create an Email Template in Salesforce Navigate to the arrow next to your username. … Click “New Template”. You may now use the wizard if you prefer, but otherwise, click “Visualforce” and then click “Next”. Select the folder where the Salesforce email templates will be stored. … Select the “Available For Use” checkbox … Read more
To create a Visualforce custom component: In Salesforce from Setup, enter Components in the Quick Find box, then select Visualforce Components. Click New. In the Label text box, enter the text that should be used to identify the custom component in Setup tools. In the Name text box, enter the text that should identify this … Read more
How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit. Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts. 0:02 … Read more
How to create a tabular report in Salesforce? Login to your Salesforce account. Now click on the Reports tab, that is located beside the Dashboard tab. Click on the “ New Report ” option. Select the report type as “ Opportunities ”. Click on “ Create ”. Now we will customize the report to get … Read more
Correspondingly, how do I create a database table in Salesforce? Click Upload Table. Click Browse and select the file to upload. Specify the source file character encoding type. Enter a table name and description. Click Upload to My Tables. Login to the app, goto setup -> create -> objects, and create a new custom object. … Read more
How to add Lightning Web Components as Custom Tabs in Salesforce Click on Gear Icon and then click on “ Setup ” Enter “ Tabs” in the Quick Find box and click on “ Tabs ” Click on “ New” button in Lightning Components Tabs Then Select your LWC component. You can create a custom … Read more
How to create a New Visualforce Tab in Salesforce.com? Go to the Setup and enter Tabs in the Quick Find box, then select Tabs. From the Visualforce Tabs section, click New. From the Visualforce drop-down list, select the page you have created recently. Give a Tab label, tab name, and select the suitable tab style. … Read more
Create a Support Process From Setup, in the Quick Find box, enter Support Processes, and then select Support Processes. Click New. In the Existing Support Process list, select Master. For Support Process Name, enter a descriptive name. For example, enter Service Request. Optionally, enter a description for the support process. For example, enter Process for … Read more
Customize the Create Service Request Subflow From Setup, in the Quick Find box, enter Flows, and then select Flows. In the list of flows, next to Subflow: Create Service Request, click Open. Click Save As, and select A New Flow. Enter a label for the flow, and click Save. In the left pane, click the … Read more
Standard Objects. Step 1. Login to the Salesforce platform and follow the link path Settings → Setup Home → Object Manager – Account. Step 2. In this section, you will be learning how to create a Salesforce Custom Object. First login to your Salesforce account, and in your Salesforce org, click on Setup. Click on … Read more