On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.
Full Answer
What is drop down list in Salesforce?
Drop-Down Lists If the drop-down list is a picklistfield—that is, a field in a Salesforce object—follow the guidelines for field names. If the drop-down list isn't a field in an object but simply a user interface widget, don't use any special font when referring to it.
How to create a Salesforce report?
1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items
How do I edit drop down menus in Salesforce?
The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.
How to unsubscribe from a report in Salesforce?
If you wonder how to unsubscribe from a report in Salesforce, here are simple steps for Salesforce Lightning and Salesforce Classic: If you are in Lightning, click on “Subscribe” and then click on “Unsubscribe” on the next page. If you are in Classic, click on “Edit Subscription” and then click on “Delete” on the next page.
How do I create a drop down filter in Salesforce report?
Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter... search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items...
How do I create a drop down list in Salesforce?
0:202:29Salesforce Basics, Episode 2: Create New Drop-down List - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on the arrow to display your create new options event and task are my first two choices in theMoreClick on the arrow to display your create new options event and task are my first two choices in the create new drop-down. List I will talk more about those in a minute. Some.
What is dropdown Salesforce?
If the drop-down list is a picklist field—that is, a field in a Salesforce object—follow the guidelines for field names. If the drop-down list isn't a field in an object but simply a user interface widget, don't use any special font when referring to it.
How do I add a drop down in a cell quip?
To insert Data Validation:Highlight the targeted cell(s)Right click, select Data Validation. Alternatively, highlight the targeted cell(s), navigate to the menu bar, click Insert, select Data Validation.The data validation menu will appear.
How do I add a picklist field in Salesforce?
Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.
How do I add a picklist value in Salesforce?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
What is a Salesforce picklist?
Picklists are used in Salesforce to capture static data and define a list wherein users can select via accessing a drop-down menu. Picklists can be either global or custom in nature.
How do you make a picklist field in lightning component?
Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.
How do you get the picklist value in lightning?
You can easily get the selected value by using component. find("aura:id"). get("v. value");
How do you create a drop down list from a range of cells on another worksheet?
Create a drop-down listIn a new worksheet, type the entries you want to appear in your drop-down list. ... Select the cell in the worksheet where you want the drop-down list.Go to the Data tab on the Ribbon, then Data Validation. ... On the Settings tab, in the Allow box, click List.More items...
How do you use a data validation list from another sheet?
Make the Drop-Down ListSelect E1 from Sheet1. ... Select Data from the ribbon.Click the Data Validation icon in the Data Tools group and choose Data Validation or Validate from the drop-down menu, depending on the version of Excel you are using.Select the Settings tab in the pop-up.Select List from the Allow menu.More items...•
How do I add options to a drop down list in Excel?
Create a drop-down listSelect the cells that you want to contain the lists.On the ribbon, click DATA > Data Validation.In the dialog, set Allow to List.Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
How to delete a report in Salesforce?
To delete from the Reports tab, To delete from the report’s run page. To delete the Salesforce report from the Reports tab you need to go to the “Report s” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
How to export a Salesforce report?
Choose the Report to Export. To select the Salesforce report to export: Click on the “Reports” at the Navigation Bar, Click the “Arrow Down” button next to the report you want to export, Choose “Export”. Choose the Salesforce report to export. Step 2.
Why do we need Salesforce reports?
Among the reasons why you may need Salesforce reports is when you need to export the data to Excel or to build the dashboards. Also, due to the Salesforce report, you can make a data analysis based on your client’s requirements.
What is Salesforce standard report type?
Salesforce standard report type is a predefined standard report type that cannot be customized. For example, “Accounts and Contacts” report type. Salesforce standard report type. Salesforce custom report type is added by an administrator and specified which objects and fields are included in the report.
When will Salesforce be updated?
June 26, 2020. Updated on October 1, 2020. Salesforce offers you a powerful reporting tool that helps to understand your data. In this post, we’ll show how to create Salesforce reports, export them to Excel, subscribe to Salesforce reports, and place them to the dashboard.
How to simplify search in Salesforce?
To simplify your search, you can start typing in some keywords. For example, if you want a report on your deals, you can click and type in “Deals”, and you will see the suitable results to that. Select a Salesforce report type with the help of keywords. Step 3.