How To Enable Enhanced Profile Views In Salesforce
- Step 1: Go to Setup > Type “User Interface” in the quick search Setup > User Interface
- Step 2: Check the box > Enable Improved Setup User Interface
- Step 1: Go to Setup > Type “User Interface” in the quick search. Setup > User Interface.
- Step 2: Check the box > Enable Improved Setup User Interface. Under the Advanced Tab you will find the option to Enable Improved Setup User Interface.
How do I enable enhanced view in Salesforce?
Under the Advanced Tab you will find the option to Enable Improved Setup User Interface. Now when you go back to profiles, you will be able to see the Enhanced View. Introducing Consultant Mastery! Want to learn how to work on real-world Salesforce projects?
What are advanced reporting features in Salesforce?
Advanced reporting features in Salesforce are the tricks Salesforce power-users should know to ultimately create the reports users need – even with challenging data models – in the most efficient and scalable way (with minimal additional configuration). Give these 10 features a test drive in your own Developer org, and let us know what you find!
How do I enable approvals on Salesforce CPQ objects?
However, you can enable approvals on any Salesforce CPQ object that you’d like. For every instance of Quote in the following steps, replace Quote with the name of the object. Create a field on the Approval object.
How to enable enhanced profile user interface in Salesforce?
Enable Enhanced Profile User Interface. Follow the below steps, if User Management Settings is not available in your Salesforce organization. Go to Setup --> Build --> Customize --> User Interface and enable/disable "Enable enhanced profile user interface".
How do I turn on enhanced profile view in Salesforce?
From Setup, in the Quick Find box, enter User , and then select User Management Settings. Enable Enhanced Profile User Interface.
How do I enable my enhanced user interface?
To enable the enhanced profile user interface:From Setup, enter User in the Quick Find box.Select User Management Settings.Enable Enhanced Profile User Interface.
How do I change profile overview in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select the profile you want to change. On the profile detail page, click Edit.
How do I change my profile layout?
From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Click View Assignment next to any tab name in the Page Layouts section.Click Edit Assignment.Use the table to specify the page layout for each profile.More items...
How do I turn off enhanced user interface in Salesforce?
0:582:52Salesforce Enhanced Profile User Interface and User Management ...YouTubeStart of suggested clipEnd of suggested clipThe different profile views okay so go to user management settings i'll search for that now in setupMoreThe different profile views okay so go to user management settings i'll search for that now in setup and in user management settings there's several different toggles that you can enable or disable.
What are enhanced profile list views in Salesforce?
Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity.
What are the 6 standard profiles in Salesforce?
There are six (6) Salesforce standard user profiles....Standard Profiles which mostly used are:System Administrator.Standard User.Read Only.Solution Manager.Marketing User.Contract Manager.
How do I change the layout of a user in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup click Customize.Search for and select one of the objects listed above.Select Page Layouts.On the Page Layout page, click the Page Layout Assignment button.On the Layout page, click Edit Assignment.More items...•
What settings can you configure on a profile?
A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges. You can define profiles by user's job function.
How do I add a page layout in Salesforce?
Create Page LayoutsFrom the management settings for the object that you want to edit, go to Page Layouts.Click New.Optionally, choose an existing page layout to clone.Type a name for the new layout.More items...
What is user profile layout in Salesforce?
The User Profile component shows detailed information about a user. Details include contact information, profile photo, Chatter statistics, topics the user is knowledgeable about, who the user is following, and the user's followers. The User Profile component uses a two-column layout by default.
How do you set page layout in lightning?
0:021:00How to Assign Page Layouts in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipUse the table to specify the page layout for each profile selected page layout assignments areMoreUse the table to specify the page layout for each profile selected page layout assignments are highlighted page layout assignments you change are italicized until you save your changes.
1. Custom Report Types
Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types when creating a new report:
2. Cross Filters (Exception Reports)
When filtering reports, sometimes you want to retrieve records with or without other related records – such as, to identify Accounts without executive Contacts, or Opportunities without any Activities in the past week.
3. Summary Formulas
Summary Formulas can handle complex calculations at all summary levels.
4. Row-level Formulas
From Summary Formulas to Row-level Formulas. They sound similar, but have distinct differences between them! Row-Level Formulas are applied to a single record and are displayed on the row itself.
5. Reporting Snapshots
Reporting Snapshots allow you to take a picture of a set of Salesforce records and freeze the data on them for future reference. The most common use case is Opportunity Pipeline Change over time (tutorial linked below).
6. Historical Trend Reporting
While Reporting Snapshots capture a data overview at specific moments in time, Salesforce Trend reports are designed to glance back at historial field values on a given date (the “As of date”).
7. Field-to-field Filters
These special filters make it possible to compare values in different fields on a Salesforce report, when defining report filter criteria.
