field name field type description controllingfield string the fullname of the controlling field if controllingfield is a dependent picklist. a dependent picklist works in conjunction with a controlling picklist or checkbox to filter the available options. the value chosen in the controlling field ...
(A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.) 邮件告警(E...
过滤条件(Filter Condition/Criteria) 对特定字段的条件,以限定要包含在列表视图或报告中的项目,例如“州等于加利福尼亚”。(Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”) 会计年度(Fiscal Year) 组织用于财务计划目的(例如...
ThisbookistargetedatSalesforce.comadministrators,businessanalysts,andmanagerswhouseSalesforce.comfortheirdailyjobandwanttolearnindepthaboutSalesforceReportingandDashboardinLightningExperience.ReadersshouldhaveabasicknowledgeofSalesforce,suchas:Accounts,Contacts,Leads,Opportunitiesandcustomobjects. ...
DashboardFeed DataAssessmentFieldMetric DataAssessmentMetric DataAssessmentValueMetric DataIntegrationRecordPurchasePermission DataObjectDataChgEvent DataUseLegalBasis DataUseLegalBasisHistory DataUseLegalBasisShare DataUsePurpose DataUsePurposeHistory DataUsePurposeShare DatacloudCompany DatacloudCo...
It supports the field type of Picklist, Number, Text. What are Dashboards? Salesforce Dashboard is the visual representation of snapshots that are generated from Salesforce reports data. Using Salesforce Dashboard components, you can convert business requirements in Graphical representation using Sal...
string picklist#> # … with 63 more rows#show the picklist selection options for the Account Type fieldacct_fields%>% filter(label=="Account Type") %>%.$picklistValues#> [[1]]#> # A tibble: 7 × 4#> active defaultValue label value#> <chr> <chr> <chr> <chr>#> 1 true ...
moving items from Sandbox to Production. Change Sets are the workhorse of Salesforce, reliable and they get the job done most of the time. But sometimes you need a more precise too. For example when you want to move field dependencies for standard picklist fields like Case Reason or Case ...
Underneath, we’re going to map the fields on the contact form to the fields in the leads area of our Salesforce account. You can stop here and save the form if you’d like to. But here’s another neat trick. We can usesmart conditional logicto automatically filter the leads that get...
40. Dialpad Dialpad is a communications platform extension for Salesforce that provides voice, messaging, and video capabilities directly within the CRM interface. It enables sales and support teams to make and receive calls, send text messages, and join video conferences without leaving Salesforce....