Find your Salesforce Instance information
- Visit status.salesforce.com
- Where it states "Search Instance, Domain, POD, or MID" please enter your domain name
- Click the magnifying glass to search.
- In the Search Results you will find a list of My Domains with a box that shows your Domain name a " | " and then an...
How do I look at my records in Salesforce?
Use tabs, search, or lists to look at your records. Available in: Salesforce Classic ( not available in all orgs) and Lightning Experience To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record’s tab.
Where can I view all objects available in Salesforce?
Available in: Salesforce Classic ( not available in all orgs) and Lightning Experience To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record’s tab.
How do I see recent items in Salesforce?
In the Recent Items section of the Salesforce sidebar, you’ll find a list of up to 10 items (records, documents, custom objects, and the like) you’ve most recently added, edited, or viewed. Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead.
What is list view search in Salesforce?
The list view search looks at all searchable fields even if the corresponding columns aren’t shown in the list view. Lots of objects let you view records in lists, also called “list views”. You can sort the records by one of the field columns.
How do I view data in Salesforce?
Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren't shown in the list view. Lots of objects let you view records in lists, also called “list views”.
Where can I find account details in Salesforce?
Let's navigate to the Accounts home page and click an account name....Explore Detail PagesA profile image (1), if available, and social network links (2)A feed (3), where you can add and view comments about a record.Detailed information about the account record (4) and related records (5)
How do I view fields in Salesforce?
To view who can access the field based on permissions and record type, click View Field Accessibility. This option is available depending on the edition that you have. If the custom field is a dependent picklist, click Change next to the controlling field to edit the dependency rules.
What is details page in Salesforce?
Detail pages show you details about a record, for example, details about a particular account. Let's navigate to the Accounts home page and click an account name. The account details you see depend on how your administrator configured the page layout and your user permissions for that account.
What is account object in Salesforce?
Salesforce Account Objects signify an individual or an enterprise to which the Salesforce platform provides its services. These are standard in Salesforce and can store all the relevant information related to the enterprise e.g., Market Segmentation, Competition, Customer Base, etc.
What is account type in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
How do I show fields in list view in Salesforce?
Only Salesforce admins can select and order the fields to display for the recent records quick list. Admins can't make any other changes to this default list. From Setup, at the top of the page, select Object Manager. Click the label name of the object for the Recently Viewed list you want to modify.
How do I show a field in list view in Salesforce?
From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.
How do I list all custom fields in Salesforce?
1 Answer. Show activity on this post. In the Developer Console in Salesforce, click on the Query Editor tab, use the above query and check the "Use Tooling API" checkbox. You can add a WHERE clause if you want to specify a certain namespace, name, or object.
How do I get to user detail page in Salesforce?
Steps to Reproduce in ClassicGo to Service Console in Classic.Search for a Contact that is enabled as Customer User.Click on "View Customer User" under Manage External User button.User Detail Page will open on the Service Console.
How do I create a detail page in Salesforce lightning?
To Start:In Salesforce, click the Setup icon and click Setup.While in Setup, navigate to the Object Manager tab then Click into the Quote object.In the left panel, click Lightning Record Pages.Click New to create a new page.The Lightning App Builder opens with a Create new page wizard.More items...•
How do I create a custom detail page in Salesforce?
Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.
Give Members the Best Seat in the House
Mary and Linda have finished setting up their loyalty program, and Mary has learned how to manage the program on a daily basis. Linda extended her a helping hand by automating a few of the processes.
Meet the Loyalty Member Portal
Cloud Kicks already uses Experience Cloud sites to share various kinds of information with customers. Linda can create something similar for loyalty customers to help them view the details of the program.
Set Sail with Loyalty Management
Mary and Linda have set up Cloud Kicks’s loyalty program in a matter of days. Once Linda provided Mary with the required permissions, Mary:
Wrapping Up
Salesforce Loyalty Management is customizable, easy to set up and configure, and easy to maintain. With Loyalty Management, you can not only keep your customers engaged but your partners as well. You can also reward customers at the right time by using the method of your choice.
