How to Add New Fields to Custom Report Types
Custom Report Types enable users to create reports based on particular criteria and fields. If a report based on a Custom Report Type does not contain the fields expected, you need to add them to the layout of the report type. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Use Merge Tags in Mailings
Merge tags, also known as merge fields or merge variables, are placeholders used in document creation and email marketing to personalize content for individual recipients. They are typically enclosed within special characters or brackets, such as {{ }}, and are replaced with specific data when the document or email is generated or sent. Merge tags […]
How to Apply a Filter to a Dashboard
In the CRM, there are a variety of ways to filter Reports/Dashboards. One way is to apply a filter directly to a Dashboard, resulting in each component respecting that filter. Steps: For more information, refer to the ‘Add a Dashboard Filter’ Salesforce Help Article. Was this helpful? Submit Cancel Thanks for your feedback!
How to Disconnect a User’s MFA Connection
CRM administrators can disconnect a multifactor authentication (MFA) connection for users. This may be necessary if the user has a new phone or encounters access issues. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Create a Custom Report Type for Accounts and All Interactions
To create a report that includes all interactions linked to an account, follow the steps below to set up a custom report type. Keep in mind that the standard “Accounts and Last Interaction” report type only shows the last interaction for each account. Pre-requisite: Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Mass Transfer Account Records from an Inactive User
When a user in your Salesforce instance is deactivated, it can lead to issues with updating records where they are the owner. You can resolve this by using Salesforce’s mass transfer feature to reassign records to another owner. Pre-requisite: Steps: Considerations: Was this helpful? Submit Cancel Thanks for your feedback!
How to Reset a CRM User’s Password
Users who forget their password or don’t log in for a long time may require an administrator user to send them a password reset link. In the CRM, admin users can reset a user’s password for them. Pre-requisite: Steps: You can find more information on resetting user passwords in the Salesforce help article linked here […]
How to Inline Edit in List Views
Salesforce allows users and admins to inline edit list views and reports without opening individual records. Users can edit specific fields for up to 200 records at a time. Pre-requisite: Steps: Note: Fields with lock icons are restricted and won’t be editable Inline Editing Considerations Fields that can’t be inline edited include: Was this helpful? […]
How to Inline Edit in Reports
The CRM allows users and admins to inline edit reports and list views without opening individual records. Users can edit specific fields for up to 200 records at a time. Pre-requisite: Steps: Note: Fields with lock icons are restricted and won’t be editable Inline Editing Considerations Fields that can’t be inline edited include: Was this […]
How to Unsubscribe Users from a Report
Users may wish to adjust or unsubscribe specific recipients from a report subscription. It’s important to note that report subscriptions can only be modified by their creators or Administrators with the ‘Modify All Data’ permission. Steps: For more information on Report Subscriptions please visit “How to Create a Report Subscription”. Was this helpful? Submit Cancel […]
