- Open Salesforce Lightning!
- Click on "Setup" icon.
- Click on "Setup"
- Click on "Object Manager"
- Select "Case" from the below list.
- Click on "Fields & Relationships"
- Scroll down and select "Status"
- Click on "New", under "Case Status Picklist Values"
How do I style a form in Salesforce Lightning?
For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.
How do I collect user input in Lightning?
Most user input can be collected by using lightning:input. Here’s a list of form controls for option selection and their corresponding base components. Here’s a list of form controls for entering an input value and their corresponding base components.
What is the use of validation status in Salesforce?
Validation statuses can be powerful when used with validation rules. You can use them to control the results of data entry, approval processes, and publishing actions. These constraints are based on a combination of user profiles, article state (validation status), and criteria in a record (validation rules).
How do I create a form to work with Salesforce data?
If you’re creating a form to work with Salesforce data, use the lightning:recordForm, lightning:recordEditForm, lightning:recordViewForm, or force:recordData base components as they are built on Lightning Data Service.
How do I create a new status in Salesforce?
View the campaign you want to customize, and click 'Campaign Member Statuses' related list, then Click New to add New Status. Type the name of your new Status, then click Save. To change which status is the default, click Change Default Status. Then click the dropdown menu to choose the default status, then click Save.
How do I add a status field in Salesforce?
0:000:53How to Create a Status Field in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome how to create a status field in Salesforce. Click on Settings icon click on sit-up thatMoreWelcome how to create a status field in Salesforce. Click on Settings icon click on sit-up that opens in a new tab. Click on object manager. Case first let's add any values. We need to the status.
How do I change lead status in Salesforce lightning?
In Lightning ExperienceGo to Gear icon | Setup | Object Manager | Lead | Fields & Relationships | Lead Status.Click Edit next to the value you wish to edit.Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).More items...
How do I change lead status?
0:020:36How to Change Status of a Lead in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipChoose your preferred lead and then click on the down arrow icon. Click on change status changeMoreChoose your preferred lead and then click on the down arrow icon. Click on change status change status from here click on save the status of the selected lead has been changed successfully.
What is status in Salesforce?
When you check for new data on a record, the data status indicates how the record compares with data service records. The Salesforce record wasn't compared with records in the data service. The Salesforce record matches a record in the data service, and the fields to be updated have identical values.
How do I change the status category in Salesforce?
Click the gear icon | Setup | Find "Contract" object under Object Manager Tab. Hit "Fields & Relationships" | Click on the Status field. Click on the "New" button, enter the new Contract Status and select the appropriate Status Category for this value. Click "Save"
How do I add lead status options in Salesforce?
Add Values to the Lead Status PicklistFrom Setup, open Object Manager, then Lead, and select Fields & Relationships.Select Lead Status.If the picklist values Working - Contacted and Nurturing - Contacted aren't present. Click New. ... Configure the picklist values.
How do I update lead status in Salesforce?
To change Lead Status for multiple recordsFrom the Lead tab select one of the available Lead views.Select all Leads you would like to assign to a new status.Click the Change Status button located above the list view.Select a new Status for the Leads.Click Save.
How do I change customer status in Salesforce?
Hi there, you are able to modify the values of case statues by navigating to SETUP > APP SETUP > CUSTOMIZE > CASES > FIELDS. Then click on 'Status'. Screen will allow you to modify any existing statuses by editing them and/or they can be deleted. You can also add any additional ones.
What is lead status Salesforce?
What is a Salesforce lead status? A Salesforce lead status is a default field in Salesforce and one of the most important fields to have set up, working, and being used in a consistent way across your revenue organization.
What are the lead status?
Lead Status Defined Lead status is used by the salesperson who is in the process of working with the prospect. These statuses are intended to help the sales team stay organized. Typically, the status immediately after "Prospect" is set by either marketing automation or sales.
How do I see all leads in Salesforce lightning?
Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.