Slaesforce FAQ

how to enable printable view in salesforce

by Ezekiel Howe Published 2 years ago Updated 2 years ago
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For Internet Explorer: 1. Within salesforce.com, locate the record that you wish to print. 2. Click on the printable view button located on the record page.

Note If the Printable View button doesn't appear on a supported object, try disabling and re-enabling printable view. From Setup, select Object Manager, then select the object. In the left pane, select Search Layouts for Salesforce Classic. The printable view button is in the List View layout.

Full Answer

Can I customize the printable view pages in Salesforce?

Currently there is a Printable View option for all recordsincluding: contacts, accounts, leads, cases and opportunities screens. At this time it is not possible to modify or customize the layout of theprintable view pages. The format of the data displayed, and the salesforce.com logo arestandardized within salesforce.com.

Is it possible to remove Salesforce logo from printable view?

Indeed it is not possible to remove salesforce logo from Printable View. Currently there is a Printable View option for all recordsincluding: contacts, accounts, leads, cases and opportunities screens.

How do I print a record in Salesforce?

Within salesforce.com, locate the record that you wish to print. 2. Click on the printable view button located on the record page. This will open another browser window containing the information that you would like to print. 3.

How do I customize the printable view for record detail pages?

There are several ways to customize the Printable View for record detail pages. Note: This is now available in both Classic and Lightning Experience. Ensure you have added the 'printable view' action in the 'Mobile and Lightning Experience Actions' of the object's page layout.

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How do I enable printable view in salesforce lightning?

Go to record of an Object. Check for Printable View Button that we have recently added in the last (Step 2) from the top right actions shown or by clicking the drop down on right and then clicking on a Printable View Button.

How do I add a printable view in salesforce?

Print RecordsIn Salesforce Classic, click Printable View in the upper right corner of most detail pages.In console apps for Salesforce Classic, click the print icon. to open a record's printable view.In Lightning Experience, click Printable View in the action menu .

How do I enable list view printing in salesforce?

How do I enable List View Printing in Lightning? Setup ->Object Manager ->Search Layouts for salesforce classic -> list View -> Printable View check the checkbox.

How do I change the printable view in salesforce?

Steps in Customizing "Printable View"Use the Object Manager to navigate to the Object you want to remove the printable view from.Select search layout for Salesforce Classic.Edit the list view.Uncheck the printable view checkbox.Save.

Can you print list views in Salesforce?

at the top of the list view you want to print. You can print list views for these objects: Accounts. Activities.

How do I print from Salesforce?

Click Printable View from the report's run page.From the browser dialog, do one of the following: Open the report with your browser and use your browser's print function. Save the file in Excel and use the print option in Excel.

How do I enable list view controls in Salesforce?

Go to Salesforce and click on 'list view controls' on the list view you would like to see. Once this drops down, then click on Sharing Settings. You want to ensure that you have 'All users can see this list view' selected. Once this is complete you should be able to see your custom list view on Owler Pro.

How do I enable list view controls?

Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...

How do I change the list view controls in Salesforce?

If not, you're in Salesforce Classic. Under List View Controls, select New....Optionally, choose and order the columns in your list view.From the List View Controls menu, Select Fields to Display.Use the arrows to add, remove, and reorder your visible fields.Click Save.

What is printable view in Salesforce?

Pressing the button will bring up the same printable view that users would see if they pressed Printable View link from Salesforce Classic for the same record -- i.e. printable view will include record details and related lists, but not any other Lightning components that may be on the page in Lightning Experience.

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