I already know how to change the permissions that affect list view creating, editing, etc, for ALL objects on/off.
No, not necessarily. There are a combination of factors that can impact whether or not a user can change ownership, including Profile, Org Wide Defaults, and other considerations.
I’m including a link below, which has a really great explanation of all the various settings. If this was helpful please consider marking this “best answer”.
I'm at loss of where to look for answers. We sync our ERP to our Salesforce. It works great but when in an opportunity or a quote, the products are not searchable so we can't add the products. Anyone knows how to fix it?
When I attempt to add the Chatter feed to my Opp pages via 'edit page', it is putting a huge feed that takes up a ton of space and I cannot figure out how to get this to be a tab on my Activity:
When I go to the page layout editor, I do not see where I can add Chatter as a quick action (or other), either. Anyone know how to do this?
To do this in the app builder you'll actually want to drop a tab component in first, and then name each tab. Lastly, you'll select each tab individually and drop in another component you'd like to see! In this way your tabs will be containers for other components, allowing you to take up less space.
Hi SFDC Community,
I'm having a bit of trouble creating a percentage formula for my report. In looking at the screenshot below, here's what I want to do: I want to show the percentage each rep has in each stage in relation to their respective totals. For instance, you'll see that Ashley has a Grand Total of Total Price at $241,216.70 and that she has $10,500.00 in Stage 6. What I want to show is the percent of her total that's in each stage - stage 6 would show 4.35%, Closed Won would show 92.48%, and Closed Lost would show 3.17%
So far, I've only been able to create a formula that shows percentages in relation to the Grand Total, which is not what I'm trying to do.
You will need to setup the custom summary formula field as below
Custom Summary formula
AMOUNT:SUM/ PARENTGROUPVAL(AMOUNT:SUM, FULL_NAME, COLUMN_GRAND_SUMMARY)Just replace the AMOUNT:SUM in the above formula with the Total Price SUM , click on insert summary fields select Total Price and select SUM
I want to manage the view settings in Desktop Vs Mobile for our users. Where can I accomplish this?
I'm trying to make sense of this. A previous employee created thousands of accounts attached to parent accounts which i believe would be better suited as records within an object.
Is it correct to say that any account will take up 4kb of space each while any record takes up 2kb each?