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- This can only be setup and modified in Classic using Compact Layouts, but can still be accessed in Lightning.
- It is not currently possible to turn off preview on Knowledge.
- In Knowledge, the fields displayed are controlled by the page layout.
How to unfollow in Salesforce lightning experience?
In Salesforce Classic, click . In Lightning Experience, what you see depends on whether streams are enabled. If streams are enabled, click Following and deselect What I Follow. If streams aren’t enabled, when you mouse over Following, you see Unfollow.
How do I edit an activity in Salesforce lightning experience?
From the activity row, click the dropdown arrow and editing options appear. Or, as you complete a task, click the checkbox to mark it complete. You can find many ways to use the activity timeline as you explore Lightning Experience. There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
How do I Manage my users?
The most basic aspect of user management is creating the usernames and login accounts for your users. In just a few clicks, you can send a team member their login and get them into the platform. Take the User Management module on Trailhead to learn more. Assign accurate profiles to grant object access
How to enable hover details Salesforce?
Do this by going to Setup, then typing User Interface in the Quick Find Box. Then, select User Interface. You'll be taken to a list of features. Check or uncheck the Enable Hover Details option, then click Save.
How to hover in Salesforce?
0:011:43Salesforce.com - User Interface - How to Enable hover details - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's talk about another important feature in Salesforce. Which is a hover. So if you go to any linkMoreLet's talk about another important feature in Salesforce. Which is a hover. So if you go to any link you can see the details here around which are not visible. So if you click on here you can see the
What is hover details?
Hover detail displays an interactive overlay containing record details. Details appear when users hover over a link to that record in the Recent Items list on the sidebar, or in a lookup field on a record detail page. Users can quickly view information about a record before clicking to view or edit the record.
How do I add a field to a hover in Salesforce?
To customize the title and fields displayed in the case hover, edit the case's compact layout.From Setup, at the top of the page, select Object Manager.Select Case and then click Compact Layouts. ... Add the fields that you want displayed in the hover. ... Sort the fields by selecting them and clicking Up or Down.More items...
Where do you change the hover detail?
Select 'edit' for the page layout you wish to change the hover details for. At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout. Click the Mini Page Layout link to load a new page with two columns.
How do I use compact layout in Salesforce?
Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...
What is mouse over action?
In computing, a mouseover , mouse hover or hover box is a graphical control element that is activated when the user moves or hovers the pointer over a trigger area, usually with a mouse, but also possible with a digital pen. Mouseover control elements are common in web browsers.
How do I make my mouse hover?
0:171:28Mouse hover makes window acitive Windows 10 - YouTubeYouTubeStart of suggested clipEnd of suggested clipCenter stance scroll down to make the mouse easier to use and in make it easier to manage windowMoreCenter stance scroll down to make the mouse easier to use and in make it easier to manage window section select activate a window by hovering. Over it with the mouse.
What is mouse over image?
A mouseover is an event that occurs in a Graphical User Interface (GUI) when the mouse pointer is moved over an object on the screen such as an icon, a button, text box, or even the edge of a window.
How do I add a field to the highlight panel in Salesforce?
From the object management settings for cases, go to Page Layouts. next to a layout and choose Edit detail view. icon appears, then click it. On the Highlights Panel Properties page, click a box to edit the fields in it.
What is compact layout in Salesforce?
A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
How do I get the mini page layout in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Next to a page layout name, click Edit. In the page layout header, click Mini Page Layout. Select which fields and related lists will be displayed for this type of record in the mini view.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
What are Organization-wide defaults and sharing rules?
Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs
How do roles mimic teams?
Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.
Monday, February 24, 2014
This will be gonna a simple blog post. Many users like this, when user hover mouse over a lookup field, Salesforce will show some information related to the lookup record in that little popup window. So, instead of click the field, just hover it and user will not lose that page.
Salesforce: Customize mouse Hover Lookup
This will be gonna a simple blog post. Many users like this, when user hover mouse over a lookup field, Salesforce will show some information related to the lookup record in that little popup window. So, instead of click the field, just hover it and user will not lose that page.
Activity Timeline
When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.
Recap the Latest Activities
Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?
Find the Activities That Matter Most
If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?
Tasks and Task Lists
There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.
Keep Your To-Dos Up to Date
Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.
Calendar
Salesforce Classic includes a calendar to help remind you about appointments.
View Other Calendars
What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.
