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Create custom fields in Salesforce
8:25
Месяц назад
Комментарии
@rakibulislam-u8b3q
@rakibulislam-u8b3q День назад
thanks for your video
@salesforcefaqs
@salesforcefaqs 17 часов назад
Most welcome
@Work-ey8vq
@Work-ey8vq 5 дней назад
That helped a lot thanks!
@salesforcefaqs
@salesforcefaqs 2 дня назад
Thank you.. Keep Watching
@MarcoRosális
@MarcoRosális 5 дней назад
Is it possible to export a timeline of a Project?
@salesforcefaqs
@salesforcefaqs 2 дня назад
Yes, to do that you can create custom date field fields named start date and end date on project object and then you can create report using those fields.
@MeetKamran
@MeetKamran 9 дней назад
How to do in BULK? Thank you
@salesforcefaqs
@salesforcefaqs 2 дня назад
To delete global picklist values in bulk to need to export global picklist value set via data loader their you can change values and then modified file you an import to the Salesforce. We will make video and post very soon.
@yassineouahilal1282
@yassineouahilal1282 11 дней назад
nice
@salesforcefaqs
@salesforcefaqs 6 дней назад
Thanks
@jackjack0
@jackjack0 13 дней назад
How do I ADD, rather than replace a value?
@salesforcefaqs
@salesforcefaqs 12 дней назад
Go to the picklist values set > scroll down to the values section and click New button, then enter the details of new picklist and click Save.
@jackjack0
@jackjack0 13 дней назад
There is no "New" button, what to do now?
@salesforcefaqs
@salesforcefaqs 2 дня назад
1. If you are not an Admin then for this picklist field you don't have permission of customize application or modify all data permission. 2. Ensure the picklist field in which you are adding values is not global picklist, if it is global then you need to navigate global picklist values from setup and their you can change values.
@NaveenG-w5t
@NaveenG-w5t 14 дней назад
Thank you mam ❣
@salesforcefaqs
@salesforcefaqs 2 дня назад
Keep watching
@nagendragunduboina7479
@nagendragunduboina7479 14 дней назад
Comparing video and voice a little bit fast
@salesforcefaqs
@salesforcefaqs 14 дней назад
thank you letting us know, we will fix and reupload it soon.
@shivag3576
@shivag3576 21 день назад
Nice explanation. Thanks for the video.
@salesforcefaqs
@salesforcefaqs 16 дней назад
Thank You...
@josephineferguson
@josephineferguson 21 день назад
I found it hard to hear you because the background music was too loud - please keep that in mind for future videos. Hope this helps.
@salesforcefaqs
@salesforcefaqs 21 день назад
Sure, Thank you for feedback
@myriammasset8565
@myriammasset8565 22 дня назад
This is a great video on how to create templates. Do you also have a video on how to actually use the templates in Salesforce ?
@salesforcefaqs
@salesforcefaqs 21 день назад
Yes, Here is video when the lead are created from web an automated email will send to lead. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-uh6da731yLc.htmlsi=BsZI9zJkr7UTZLlu
@salesforcefaqs
@salesforcefaqs 21 день назад
Here is article where you check how we can use email template in Salesforce Flows: salesforcefaqs.com/automate-birthday-or-anniversary-email-using-salesforce-flow/
@purnachanderreddy4020
@purnachanderreddy4020 23 дня назад
Does the replace picklist value trigger automations?
@salesforcefaqs
@salesforcefaqs 16 дней назад
When you change the picklist value you have to change in Flow also.
@sezo7445
@sezo7445 5 дней назад
No it doesn’t trigger
@sandippaswan509
@sandippaswan509 28 дней назад
Can we able to use this note in contact single contact related list.
@salesforcefaqs
@salesforcefaqs 16 дней назад
You can't enable Notes for a single contact specifically in the related list. However, you can enable Notes for all records in an object, including Contacts.
@sandippaswan509
@sandippaswan509 16 дней назад
@@salesforcefaqsthanks for reply.... Are we able to show notes in the related list ?
@Sai-143-sri
@Sai-143-sri Месяц назад
hlo i cannot see custom objeject permissions clould you please share your solution
@salesforcefaqs
@salesforcefaqs Месяц назад
If you are not using Enhanced Profile User Interface then you will see the custom object permission bottom of profile page. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-FxR-BO7Qd7M.htmlsi=QtJuuqUq0AtLB6zs
@jorgecampuzano5705
@jorgecampuzano5705 Месяц назад
Super helpful! Thank you so much for this.
@salesforcefaqs
@salesforcefaqs Месяц назад
Glad it was helpful!
@grunwald1967
@grunwald1967 Месяц назад
How to add Tab Hidden?
@salesforcefaqs
@salesforcefaqs Месяц назад
For that go to Profile there you will have option for tab visibility from there you can select appropriate option. For better understanding you can see this video on data security in Salesforce: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-FxR-BO7Qd7M.html
@grandhisarathkumar8719
@grandhisarathkumar8719 Месяц назад
Hi, I've one doubt we created two global pick list values: one is state another district. I want to apply two picklists to one object on how to set ?
@salesforcefaqs
@salesforcefaqs Месяц назад
Yes, we can create a picklist in the object using global picklist. You can follow this step-by-step guide to do that: salesforcefaqs.com/global-picklist-value-set-in-salesforce/
@DonnaAbanto
@DonnaAbanto Месяц назад
Hi, how do I import my Google template to salesforce lightning mailmerge page as a button to generate the document. Thank you
@salesforcefaqs
@salesforcefaqs 16 дней назад
We will soon create video on this topic.
@vayulurusurya6421
@vayulurusurya6421 Месяц назад
I am getting error like this mame is already exists, how I can fix it
@salesforcefaqs
@salesforcefaqs Месяц назад
In that case try using different name
@shubhamraj478
@shubhamraj478 Месяц назад
Why there is no Return type as Date ?
@salesforcefaqs
@salesforcefaqs Месяц назад
In the video, we have created a formula for the currency field. If you will create a formula for date fields, it will return in date format.
@joseeduardoespinoza6042
@joseeduardoespinoza6042 Месяц назад
Can I see the content of this img field in reports?
@salesforcefaqs
@salesforcefaqs Месяц назад
No, the image will not be displayed in the reports, if you have used any url for the image then the url will be displayed in the image column of the report.
@emberspace03
@emberspace03 Месяц назад
Thank you!
@anilkumarsahu8546
@anilkumarsahu8546 2 месяца назад
can we use static resource in html email template, if yes then pls share the video
@Deepa-wy4jl
@Deepa-wy4jl 2 месяца назад
I need to calculate the difference between two date/time fields and the return type should be date how to create a formula for this (PIF Approved/Denied Date - Created date)
@salesforcefaqs
@salesforcefaqs Месяц назад
(PIF Approved or Denied Date - Created date) / 24. This will return a number representing the number of days between the two dates.
@JhansiG-e4v
@JhansiG-e4v 2 месяца назад
This is incomplete without joining the 2 reports
@salesforcefaqs
@salesforcefaqs Месяц назад
We have joined Account and Contacts which are two different object and using joined report we create for different objects
@prathmeshmohite692
@prathmeshmohite692 2 месяца назад
But how to start with +91 ?
@salesforcefaqs
@salesforcefaqs Месяц назад
For that you can create a validation rule with formula: NOT(LEFT(Phone, 3) = "+91")
@FlorianR-d8n
@FlorianR-d8n 2 месяца назад
Thank you!
@salesforcefaqs
@salesforcefaqs 2 месяца назад
You're welcome!
@AnujBadule
@AnujBadule 2 месяца назад
Please make video How we can Hide it for specific users???
@salesforcefaqs
@salesforcefaqs Месяц назад
For that you need to modify profile or permission set access. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-u07ChTb81R0.htmlsi=tfqWdb3qQl_3Vtuv
@swathimangalam
@swathimangalam 2 месяца назад
Hi Thanks for the enable acces how do we reply on note file could you please let us know
@venkobaraojujaray7069
@venkobaraojujaray7069 2 месяца назад
Why is it showing other accounts when we have only 3 accounts with OPEN cases?
@salesforcefaqs
@salesforcefaqs Месяц назад
Because we applied filter on case block only, that's why all accounts are showing.
@venkobaraojujaray7069
@venkobaraojujaray7069 2 месяца назад
For accessing App Launcher why do we need to go to Setup. See the very first part of the hands on demo at 5:56
@user-zf5kv1ye7h
@user-zf5kv1ye7h 2 месяца назад
how do I export ONY MY Opportunities into a report?
@salesforcefaqs
@salesforcefaqs Месяц назад
For that you need to add a filter in report, to do so, click on the Filter tab on left side > click Show Me > select My Opportunities > click Done.
@IlaneNadjar-p3q
@IlaneNadjar-p3q 2 месяца назад
When the Permission Sets List View are done, How to retrieve them in XML from ORg to deploy on Production??
@jaimiedang9586
@jaimiedang9586 2 месяца назад
Hello, can a task be assigned to multiple users by data loader?
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Yes it is possible, and for that you have to enter the ID of Users in the Owner ID column as I have shown in the video. To access the ID of all users you can run data export for User object.
@jayakrishna2141
@jayakrishna2141 18 дней назад
Hi, is that the same way to create events as well ?
@s_h_eE-z8e
@s_h_eE-z8e 2 месяца назад
Hi, what we should do when we have more than 50000 records to update a field? If we run for more than 50000 records getting the following issue: Error Occurred: Too many query rows: 50001 How do we resolve this issue? Please answer. Waiting for your reply.
@salesforcefaqs
@salesforcefaqs 2 месяца назад
You can use Data Loader to update Multiple records or Apex Triggers
@EdinsonMoreno-wf6bc
@EdinsonMoreno-wf6bc 3 месяца назад
Great video! straight to the point thank you!
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Glad it helped
@Coderforreal
@Coderforreal 3 месяца назад
Can I import or clone a report from one org to other
@salesforcefaqs
@salesforcefaqs Месяц назад
We cannot do it directly, for that we need to use third-party tools, like Gearset, Copado, or Flosum might be helpful.
@vaibhav9811
@vaibhav9811 3 месяца назад
Really useful video it helped me a lot Thanks
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Glad to hear that
@shubhamverma-hw6qi
@shubhamverma-hw6qi 3 месяца назад
Thanks for such nice explanation.
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Happy to help
@shrustichopda7069
@shrustichopda7069 3 месяца назад
How do we shift to Salesforce lightning and create formula ?
@salesforcefaqs
@salesforcefaqs 3 месяца назад
In Classic Interface, on the top you will get the option of Switch to Lightning Experience.
@MohitAgrawal-nn3ss
@MohitAgrawal-nn3ss 3 месяца назад
Bro, you have created a "Log a Call" Not customised the existing one.
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Log a Call is Standard Action, so that is existing one.
@fakhrali3942
@fakhrali3942 3 месяца назад
Solved my issue, thank you.
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Glad it helped
@Unicorn.3
@Unicorn.3 3 месяца назад
Can we assign permission set groups similarly? I don't see object Permission set group assignments in dataloader. Is this facility provided only for permission sets and not groups?
@salesforcefaqs
@salesforcefaqs 3 месяца назад
For that, use the same object in the data loader PermissionSetAssignment. Then, in the CSV file, use PermissionSetGroup Id, which you can get from Url, or Export the ID from the Permission Set group object, then map it with PermissionSetGroup ID.
@Unicorn.3
@Unicorn.3 3 месяца назад
@@salesforcefaqs great, thanks for clarifying !
@Lesengelss
@Lesengelss 3 месяца назад
Hello, I want to receive training as a salesforce administrator. I would appreciate it if you could help me. Thank you.
@salesforcefaqs
@salesforcefaqs 3 месяца назад
Hi, thanks for your question. We have a complete salesforce admin training course, have a look at it. salesforcefaqs.com/salesforce-admin-course/
@2minTheology
@2minTheology 3 месяца назад
All those steps were followed but still cant see "Log a call"
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Please check Page Layout Assignment for which page layout assigned to system administrator.
@jasveersingh1761
@jasveersingh1761 3 месяца назад
thanks bro for the video
@salesforcefaqs
@salesforcefaqs 2 месяца назад
Glad it helped
@sha35635
@sha35635 3 месяца назад
Nice explanation. Please do more flow related videos
@salesforcefaqs
@salesforcefaqs 3 месяца назад
Thanks and sure
@willianc8655
@willianc8655 4 месяца назад
Appreciate it, helped me have a brighter idea on dealing with it inside Screen Flows.
@samrathiscool5288
@samrathiscool5288 4 месяца назад
Hi Shubham, It was really good. We need to add Cancel button on screen flow to navigate to a different screen and select the cancel reason and end the flow but right now when we click cancel and click previous button and again click cancel it is not navigating to cancel reason screen as it is not holding the Cancel button value. Please see if there is any workaround for this.