To Auto Refresh Salesforce Dashboard in Lightning Experience without sending email, disable "Receive new results by email when dashboard is refreshed" when scheduling the Dashboard. 1. Open the Dashboard. 2. ....
Attachment is being deprecated in Salesforce Lightning Experience. Attachments from Salesforce Classic won't be available in Salesforce Lightning Experience Search Result. Reference Article: https://help.salesforce.com/s/articleView?id=000314087&type=1 To automatically convert files attached in ....
In the page layout, create a new Section and make it as 1 column. Output:
Record Page Settings helps us to decide how to configure New Task and New Event with Record Type selection. Note:If Einstein Activity Captured in your org, then by default the ....
Solution 1: Check whether the user's profile have read access to the related object field. Make sure they have Read as per Field Level Security. Reference Article: https://help.salesforce.com/s/articleView?id=000317503&type=1 Solution 2: 1. Check the ....
1. Go to Reports tab.2. Click New Folder button.3. Enter Folder Label. Folder Unique Name will be auto populated.4. Click Save button.5. Select All Folders in Reports tab.6. Use the ....
1. Go to Reports tab.2. Click New Folder.3. Enter Label and Name. Click Save.4. Select All Folders in Reports tab.5. In the Menu drop down next to the folder name, ....
Currently, this feature is not available. So, vote for the following ideahttps://ideas.salesforce.com/s/idea/a0B8W00000GdgVmUAJ/allow-browser-autofill-functionality-in-lightning But, when you create or create a record, it shows those values again. This is based on the Browser ....
1. Select the Component.2. Click Add Filter.3. Select Device.4. Select Form Factor in field, Equal as Operator and Phone as Value.
If you get We can’t display this information. Ask your admin for help or any other exception from Related Record Component, please check the below. 1. Find the Quick Actions added ....
