· Simply go into Setup->Create->Report Type, click the Selected Fields button and add the field. To answer your questions in your comment: You can't modify standard report types with the exception of adding new fields to the sobject and having them listed on the report type.
Best practices for building apps: step-by-step. 1. Know your goal. Before ideating, you should know why you’re building an app. Defining one clear purpose will drive your entire app-creation process. 2. Sketch, ideate, and research. 3. Find the right tools to build your app. 4. Build the …
· Export Salesforce report to Excel in Lightning Experience Go to the Reports tab and open the report you want to export. Click the Edit drop-down menu on the right side of your Salesforce report and select Export. Select the format for export Salesforce report to Excel Formatted Report is available for export only as XLSX Excel file
· Salesforce is one of the most popular CRM platforms in use today. One reason it’s so popular is that Salesforce offers a ton of integrations and customization options for their customers. So, for example, if you need to integrate with your company website, you can do that easily with this platform. Table of Contents 1. Focus on customer success. 2.
What is a Campaign in Salesforce.com? In Salesforce, Campaigns can manage, plan and track our marketing initiatives. Using campaigns we can analyse the effectiveness of our campaigns to measure our marketing investments. Campaigns are outbound marketing projects that we want track, plan and manage leads, contacts and opportunities we use campaign records.
· Once you refresh the Developer Sandbox then to refresh it one more time you have to wait for 1 Day. Once you refresh the Developer Pro Sandbox then to refresh it one more time you have to wait for 1 Day. Once you refresh the Partial Data Sandbox then to refresh it one more time you have to wait for 5 Days. Once you refresh the Full Copy Sandbox then to refresh …
· Salesforce Completes Acquisition of Tableau. Tableau will be positioned to further its mission to help the world see and understand data. SAN FRANCISCO, Calif. — August 1, 2019 -- Salesforce (NYSE:CRM), the global leader in CRM, today announced it has completed its acquisition of Tableau Software, bringing together the world’s #1 CRM with the world’s #1 …
