
Kourtney Stuthard
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How to edit Custom Buttons
Editing a Custom Button will update the button on any layouts it is on. To edit a Custom Object: Go to System Settings > Objects and Fields. Select an object and click Custom Buttons. Find the but...
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January 2020
Product Updates Products, Price Books, and Quotes - Add Product Fields To Quote Templates: Users can now add their Product fields to their Quote templates. Learn more. Journey - Execute Lambda Fu...
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February 2020
New Features Opportunities - Stage Duration table: The Stage Duration table provides a detailed overview of the Opportunity's progress, from which pipeline is being used to the user that made the ...
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What is the Opportunity Stage Duration Report?
The Opportunity Stage Duration Report is a specialized report that helps you understand how your Opportunities are progressing by tracking how long they spend in each pipeline stage. This report di...
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How do I add a column to my list view?
Question I need to add a column on the page where I view all of my records, how do I do this? Answer To add a column to your list view, you will need to create a custom list view. You cannot add a ...
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How to add lookup relationship fields to a custom object report
If your Custom Object is connected to another object through a lookup relationship field, you can add that object's fields to the Custom Object report. To add the lookup relationship fields Go to ...
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Reporting: How to format date and time fields for grouping
When building a report, you may want to group records by a specific date or time. For example, you might want to review Opportunities won in the last year, month over month. To do this, you will ne...
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User Settings
User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...
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How to configure your date, time, and number format
Each user can adjust their settings so that the formatting of their records and reports match their own region's date, time, and numerical formatting. Once updated, these settings will only change ...
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How to add Product fields to a Quote PDF
Quote PDFs support any Quote fields. These PDFs can also support Product standard and custom fields. You will need to upload your own template that includes the field names that you need to be incl...
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