Add Multiple Columns to a Dashboard Table in Salesforce Classic.
- 1. Open the dashboard and click Edit.
- 2. Click the Wrench icon on the table you want edit.
- 3. Click the Formatting tab.
- 4. Confirm that Column 1 is your grouping value.
- 5. Set Column 2 to one of the two values you wish to display.
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
How do I create a B2W task in Salesforce?
From the Object Manager, click Tasks. Click Page Layouts. Click b2w Task Layout. Click Fields. Find the Action Type field. Drag it to the Operations Task section. Find the Action API Name field. Drag it to the Operations Task section. Click Save.
How to support Salesforce flows embedded in tasks in workplace?
To support Salesforce Flows embedded in tasks, add custom fields included in the Workplace Command Center package on the task object page layout. Work.com orgs set up after the v2 release of the Workplace Command Center managed package have custom fields on the task page layout by default.
How do I add custom fields to the task page layout?
Work.com orgs set up after the v2 release of the Workplace Command Center managed package have custom fields on the task page layout by default. Check your existing configuration before adding these fields to the layout. From the Object Manager, click Tasks. Click Page Layouts. Click b2w Task Layout. Click Fields. Find the Action Type field.
Can you add fields to tasks in Salesforce?
The field can be added to both Tasks and Events, or just one of the objects. Once the field is created, you will still need to come back to Activity Custom Fields if you need to make any changes to custom Activity fields.
How do I customize tasks in Salesforce?
Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...
How do I create a custom column in Salesforce?
0:324:03How to Create a Custom Field in Salesforce (Salesforce Classic)YouTubeStart of suggested clipEnd of suggested clipFind the build section on the left side of the page and click on the customize link underneath. It.MoreFind the build section on the left side of the page and click on the customize link underneath. It. Then click on contacts. And then on fields.
How do I add multiple columns in Salesforce?
Steps to Bulk Create Multiple Fields in ONE GO: Use Template (Refer sample template by Clicking "Download Sample Fields Template" button) to add Multiple fields or click "Add New Row" to add multiple rows. and Drag-drop or select excel/csv file, if you are using template file to create multiple fields.
How do I edit task layout in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
How do I update a task layout in Salesforce?
Required Editions and User PermissionsFrom Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.Click Save.More items...
How do I add a column in Salesforce lightning?
In the far right of the Search Results column, click arrow icon and select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
How do you add fields in lightning component?
Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page. Select your C-sharp corner object in the Object manager Lists. Choose the Text Field data type radio button for Author Name Field and then Click Next to the Field details page.
How do I add a custom column to a Salesforce report?
2:344:35How to add fields to custom report types in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we're going to add company name and department click ok and you'll see once you click ok theyMoreAnd we're going to add company name and department click ok and you'll see once you click ok they automatically get added to the report you don't need to drag and drop them.
How do I show multiple columns after clicking on a tab in Salesforce?
Click on Setup > Create > Objects > Select the corresponding object link > Under Search Layouts section > Click Edit which should be left to Object Tab > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns. Thanks.
How do you add an existing field to an object in Salesforce?
Step 1: Navigate to Setup -> Deploy (Under App setup). Click on Schema Builder. Step 4: Then click on Elements tab in the left pane which contains all the field type list. Step 5: You can just drag and drop the field in the schema section in right hand side pane.
How do I select multiple fields in a workbench in Salesforce?
In workbench you have to first login with your salesforce credentials and then go to Queries tab and select SOQL Query. There you have option to select your object and all their fields with filter and sort functionality also. Hope this will helps you.