Slaesforce FAQ

how to add labels to salesforce report

by Florence Stark Published 2 years ago Updated 2 years ago
image

Select your data file (the CSV you just created from Salesforce), and click Next. On the “Arrange Data Fields on the Label Layout” page, check the box labelled “Use first row as field names.” To create the label, you just double click on each field, and lay it out on the label.

For standard report types, you can't rename field labels specifically for reports. Instead, you'd have to create a custom report type (Setup > Create > Report Types). You can rename the field entirely (including on page layouts and so on), using Setup > Customize > Tab Names and Labels > Rename Tabs and Labels.May 6, 2011

Full Answer

How to use custom labels in Salesforce?

How To Use Custom Labels In Salesforce. Custom labels are custom text values, which can be called from apex classes, visual force pages or lightning components. To support multilingual feature in an application, we can use custom labels that offer user’s to change/translate text values into any language that supported by salesforce.

How do I add a label to a field in Visualforce?

Adding and Customizing Input Field Labels When used inside of a <apex:pageBlockSection> component, Visualforce input components and some output components automatically display a form label for the field. For components that map to standard or custom object fields, the displayed label is the object field label by default.

What is the use of labelreference in Salesforce?

labelReference —The name of the label in your org in the format namespace.labelName. We use this format because it’s the same format used in managed packages, in Visualforce, and in other Salesforce technologies. You can use the same format to access labels, myns. labelName, regardless of where you’re accessing them.

How do I make a custom field searchable in Salesforce?

OK, you can mark custom fields as an “External ID” and make it searchable, but you can only do that so many times per Object ;). For example, you can create a Tag called “Top Performer” and search that Tag keyword across all your objects.

image

How do I display labels in Salesforce?

You can create up to 5,000 custom labels for your organization, and they can be up to 1,000 characters in length. Custom labels from managed packages don't count toward this limit. To access custom labels, from Setup, enter Custom Labels in the Quick Find box, then select Custom Labels.

How do I use labels in Salesforce?

From Setup, in the Quick Find box, enter Custom Labels , then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label. In the Short Description field, enter an easily recognizable term to identify this custom label.

How do I rename a column in Salesforce report?

You can change the Field names in Custom Report types. Click Edit layout and Double Click on the field you what to change the name and enter the name you want to display in Report. Click on save. Now if you observe report with the report types the field name (Columns) will be changes as you modified.

How do I add a report to a dashboard in Salesforce?

From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...

Can Salesforce print labels?

2:333:56Export Mail Groups for Printing Labels in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then of course mailing zip or postal code. And then we have the information that we need for ourMoreAnd then of course mailing zip or postal code. And then we have the information that we need for our labels then we can go and click run report.

How do I use custom labels in Salesforce lightning?

The values can be translated into any language Salesforce supports....Now we can add this lightning aura component on the home page.Go to Home page.Click Setup (Gear Icon) and select Edit Page.Under Custom Components, find your customLabelExampleAura component and drag it on right-hand side top.Click Save and activate.

How do I change the field label in a Salesforce report?

You can rename the field entirely (including on page layouts and so on), using Setup > Customize > Tab Names and Labels > Rename Tabs and Labels.

Is it possible to change column labels in reporting?

It is not possible to rename the Report columns within Standard Report Types. When creating a Custom Report Type (CRT), users are provided with the option to update the Display Label for any field that has been added to the CRT.

How do I create a custom report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

How do I customize my dashboard in Salesforce?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How do I specify dashboard settings in Salesforce report?

I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.

Can we add report to dashboard?

While on a dashboard, click the "Add Report" button. At the bottom of the resulting modal, all existing reports shared with you will be listed. You can filter this list via the controls on the right. Once you've found the right report, simply click it to add a copy to your dashboard.

What is custom label in Salesforce?

Custom labels are text values stored in Salesforce that can be translated into any language that Salesforce supports . Use custom labels to create multilingual applications that present information (for example, help text or error messages) in a user’s native language.

Can you use the same format for labels?

You can use the same format to access labels, myns. label Name , regardless of where you’re accessing them. This sample code imports two labels. To use the labels in the template, use the same { property } syntax that you use to reference any JavaScript property.

What is a tag in Salesforce?

Tags are words you can associate to records in Salesforce to facilitate search and categorization. Some people think of them as ticklers or “keywords” (a common feature in many SQL based CRMs). They allow Users to find records not by a particular field, but by a word or group of words. Tags can help Users create lists of records ...

Why do administrators use tags?

Administrators like Tags because Users maintain them for the most part. In contrast, Admins have to maintain custom fields used to categorize records (e.g. add new values to picklists).

Can you search for custom fields in Salesforce?

As you’ve probably found out, though Search is very strong in Salesforce, custom fields are not indexed (searchable). OK, you can mark custom fields as an “External ID” and make it searchable, but you can only do that so many times per Object ;).

Do personal tags affect topics?

Personal tags aren’t affected. If administrators disable topics for an object, all public tags on records of that object type are restored. For organizations created after the Spring ’14 release, topics are enabled for all available standard objects by default. Administrators must choose which custom objects to enable.

Create a custom label

In the new Custom Label enter the label description, categories (Text entered in this field can be used in filter criteria when creating Custom Label list views), mark the component as protected and value which is used to represent whenever this salesforce custom label is called upon in Apex or Visualforce pages.

Note

The translation language should be added and make it active in the Translation workbench.

Note

We can create up to 5000 labels in an organization and they can be 1000 characters in length.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9