WebCreate a Custom List View in Salesforce Classic Create a list view to see a specific set of contacts, documents, or other object records. For example, create a list view of accounts in your state, leads with a specific lead source, or opportunities above a particular amount. Web13 okt. 2024 · To edit a related list, double-click it. If you’re using the enhanced page layout editor, you can also click the wrench icon (Wrench icon). Select which fields to include in the related list, define the order in which the fields display, and select the record sort order.
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WebHow To Change Opportunity Stages In Salesforce 15,366 views May 2, 2024 90 Dislike Share Save Gary Smith Partnership 1.52K subscribers Show more 942 views Gary Smith Partnership 466 views 3. From the Forecast tab, the … Web8 apr. 2024 · You cannot directly change the names of Flexpricer’s objects, but you can change the way they are displayed to your users. Changing Tab Names. The good news is changing tab names is the same for a managed package as it is for standard and your own Salesforce objects. In Setup, go to the Rename Tabs and Labels menu tobu logo
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WebCustomize Related Lists Access the page layout editor. To edit a related list, double-click it. If you’re using the enhanced page layout editor, you can also click the wrench icon ().Note You can’t customize the History relatedlist because it links to data stored elsewhere. Web22 nov. 2024 · To rename the Onboarding Processes related list on contact to Employee Onboarding, perform the steps below: Navigate to Setup Object Manager … WebTo clone a list view, select Clone, save the list view under a different name, and select sharing settings. Then edit the filters for the cloned list view, if needed. Edit, remove, or add filters to view only the records that meet your filter criteria. tobu line