Salesforce Page Layout
Edit Page Layout to Rearrange Fields in Salesforce Essentials
Salesforce Profiles list, create a new profile, clone existing profile
Salesforce Health Check
From Setup, in the Quick Find box, enter Health Check , and then select Health Check.
Salesforce Password Policies
Business Hours
Classic 1. Click Your Name | Setup | Company Profile | Business Hours2. Click New Business Hours and create the business hours setting 3. Remember to Click Active to allow users to associate the business hours with cases and escalation rules. [Click Active again to deactivate the business hours. You cannot delete business hours.] 4. Optionally, click […]
Salesforce Fiscal Year
1) Classic UI Setup | Administer | Company Profile | Fiscal Year, then set values. 1.1) Fiscal Year Start Month – Choose the calendar month which your organization uses to begin each fiscal year 1.2) Fiscal Year is Based On – Use this field to determine the fiscal year number choosing either [The Starting Month] or [The Ending Month]. Note: The number of […]
How to Create Lookup Relationship Field on an Object in Salesforce
Create a Lookup Relationship
Salesforce Create a master-detail relationship.
Create a Master-Detail Relationship
Salesforce Work with Schema Builder
The schema builder is a simple graphical interface for visualizing and editing the data model of your Org. How do I enable schema builder? Once you log in to Salesforce.com, there are three options you can use to open Schema Builder: