Slaesforce FAQ

how to remove discover companies button salesforce

by Cade Marquardt MD Published 3 years ago Updated 2 years ago
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Known Issues ยท Fixed

  • (1) In an org with "Discover Companies" enabled, go to Setup > Object Manager > Account > Search Layouts.
  • (2) Edit the "List View" layout and remove the "Discover Companies" button.
  • (3) Go to the "Accounts" tab and choose "Recently Viewed" from the dropdown menu. ...

(1) In an org with "Discover Companies" enabled, go to Setup > Object Manager > Account > Search Layouts. (2) Edit the "List View" layout and remove the "Discover Companies" button.Feb 10, 2022

How to add custom button in contact list view in Salesforce?

Here we go: Go to Setup - Customize - Contacts - Search Layouts. Yeah, some of us maybe wondering why go to Search Layouts to add / remove button? But, that is how is arranged by Salesforce. Click Edit link next to Contacts List View. Just check the checkbox to make Standard button visible and uncheck to hide it, while for custom button, ...

How to add/remove button in Salesforce search layouts?

Here we go: Yeah, some of us maybe wondering why go to Search Layouts to add / remove button? But, that is how is arranged by Salesforce Just check the checkbox to make Standard button visible and uncheck to hide it, while for custom button, add it to the right column to show it.

How does Salesforce find and handle duplicates?

Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.

How can I prevent my sales team from creating duplicate accounts?

Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free. By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads.

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How do I remove the Discover Company button from list view in Salesforce?

Please go to Setup--> Object Manager --> Account --> Search Layouts for Salesforce Classic-- > Edit List View --> Uncheck Discover Companies[DiscoveryGetAccountsAction] and Save it.

What is discover companies in Salesforce?

What is Discover Companies? Discover Companies allows you to search for new companies to prospect based on their technographics and firmographics - and import them directly into Salesforce as Account records. Note: Your admin must set up Lightning Data Purchase Assignments in order for you to import records.

How do I delete a tab in Salesforce?

In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.

Sunday, February 9, 2014

Have you ever wonder how to remove standard button in Salesforce, such as New button?

Salesforce: How to add or remove button in List View?

Have you ever wonder how to remove standard button in Salesforce, such as New button?

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