Click the Salesforce Field Type selector for the Exterior Color row (4th row) and select Picklist (Multi-Select).Note: Picklist (Multi-Select) is selected here so if a prospect has interest in more than 1 exterior color, multiple colors can be selec...
You’ve created picklists, lookup filters, formula fields, and record types; set up custom record pages, page layouts, and field history tracking; and established validation rules. Using these tools, you’ve enabled the ops, sales, and service teams to do their jobs better and more effic...
To manually create a list:In your HubSpot account, navigate to CRM > Lists. In the upper right, click Create list. Select the object with the records you want to segment in your list.To use AI to generate your list filters (Starter, Professional, and Enterprise only), in the Generate ...
Points to Remember While Creating a Junction Object in Salesforce First, you need to customize an object to use it as a junction object. The process involved in object customization differs from edition to edition. Also, check whether the related objects exist already. Check for the lists in ...
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Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Whether online or offline, Salesforce for Android and Salesforce for iOS users can create, edit and delete records and keep track of all of the changes from the Pending Changes page. The Salesforce app automatically syncs those pending changes to
. In this course, we’ll show you how to create and customize lists in SharePoint. We’ll customize columns, create drop down selection menus, and calculate values from different list columns. We also show how to create custom list views and import and export data to and from our list....
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To edit business process flows, open solution explorer, select Processes, and then select the Business Process Flow from the list of processes that you want to edit. When you select the name of the business process flow you want to edit from the list of processes, it opens in the desi...