How to enable view state in Salesforce?
Using the Development Mode Footer
- Click the tab with the name of the page to open the page editor to view and edit the associated Visualforce markup without having to return to the Setup area. ...
- If the page uses a custom controller, the name of the controller class is available as a tab. ...
- If the page uses any controller extensions, the names of each extension are available as tabs. ...
How to override a standard link in Salesforce?
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- If you override a standard button in Salesforce, that button is still available in Connect Offline, but it retains its original behavior.
- The View standard button refers to all links in Salesforce that display the detail page for a record. ...
- The View action is the only one that supports overrides with a Lightning record page. ...
How to view records in Salesforce?
How to retrieve deleted records from Salesforce recycle bin
- Navigate to the Recycle bin. ...
- Overview settings: You can choose to view only your deleted items or recycle bin items from other users via the "View" drop-down menu option.
- Actions: All relations and related information between the merged records like information, attachments, opportunities etc., will be attached to the master record.
How to enable Salesforce CRM content in Salesforce?
The profile of the user doing the sync should have the following permissions enabled:
- Manage Salesforce CRM Content
- Create Libraries
- Manage Content Permissions
- Manage Content Properties
- Manage Content Types and
- Deliver Uploaded Files and Personal Content
Does salesforce have Kanban?
With a Salesforce Kanban board, you get a visual summary of your projects – one central virtual board for all of your project tasks. This means you can keep track of projects more easily, noting priority projects, owners and more.
How do I use Kanban in Salesforce?
0:183:47Salesforce Training Video | Kanban view and personalisation - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if we click on the grid icon. You will notice that we are given the choice between the table viewMoreSo if we click on the grid icon. You will notice that we are given the choice between the table view or Kanban. If we click on Kanban you will notice the view changes the records now appear as cards.
What is Kanban list view in Salesforce?
Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. Arrange a kanban view to show a graphical view of records in a list view.
What is Kanban setting in Salesforce?
Kanban settings control the amount or number total in each column heading (1) and the column groupings (2). Summarize each column by a key number or amount, such as opportunity amount or expected revenue. In Summarize By, select a numeric or currency field, or omit column summaries by selecting None.
How do I enable Kanban view in Salesforce lightning?
Kanban view is available in Salesforce Lightning and can be enabled using the following steps:Click the “Opportunities” tab.Select “All Opportunities” list view.Open the “Display As” menu and select Kanban.
How do I add a field to a Kanban view in Salesforce?
Go to the list view -->Click on settings button next to search bar-->under list view controls section click on Select fields to display and move the field you want to show into visible fields. First four fields in the visible fields are shown on the card. Let me know if this helps you.
Why is the Kanban view useful as a workspace?
Using the Kanban board, everyone can instantly see how tasks are moving through the process. The simplicity of its visual presentation enables you to easily spot bottlenecks while they are forming.
How do I edit a Kanban board in Salesforce?
Update records by dragging, or edit a card without leaving the kanban view. If your Salesforce admin has set up key fields and guidance, you see them in the details panel....In a list view, click and select Kanban . ... Zero in on the records you want to track. ... Move a record to the next column by dragging the card.More items...
How do I enable split view in Salesforce?
Step-1 : Go to Any one of the list view in salesforce lightning. Here we have selected Account List view. Step-2 : After that Select Split View from the dropdown menu as we mentioned below screenshot. Step-3: After Selecting the Split View, below would be the page view.
What does a Kanban board show?
Kanban boards visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of the process. Cards are moved from left to right to show progress and to help coordinate teams performing the work.
How do I create a list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
How do I create a sales path in Salesforce?
Create a Sales ProcessClick the setup gear. ... Enter Sales Processes in the Quick Find box, then select Sales Processes.Click New and enter these values: ... Click Save.From the Selected Values menu, highlight the following options: ... Click Remove to move the highlighted options to the Available Values menu.Click Save.
What is Kanban view?
The Kanban view is a way of taking one of your standard list views and visualising it in a swimlane style, allowing users to update records quickly. Follow our quick and easy guide to help visual workers create a view that is more manageable, easily adjustable and will speed up your processes.
Is a view customisable?
As you can tell, the view is entirely customisable and provides a clear view when it is needed most. Follow these steps, and you can create views and make changes as shown to help speed up the process. Why not also check out some of our other quick tip posts.
Introduction
The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path.
Add a Filter
Now, show them how they can filter their view. For example, show all opportunities with a probability of 20% or more.
Move an Opportunity
The Kanban view also allows your sales team to move opportunities from one stage to another by simply dragging and dropping. Give them a demo.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is Kanban view?
The Kanban view is a visual summary of the records in a list view. It gives you a big picture view of all your work and lets you easily sort, summarize, filter, and move your opportunities along your pipeline. You can use the Kanban view as a workspace. Let’s check out the Kanban view for opportunities.
How does Kanban view work?
By default, the Kanban view for opportunities organizes your records into columns by Stage, and shows a summary of the deals in each column based on the sum of the Amounts of each column’s opportunities.
