How do I select multiple fields in Salesforce?
To select multiple fields or columns, press CTRL (Windows) or Command (Mac).
How do I add all fields to a salesforce report?
How: From Setup, in the Quick Find box, enter Reports and Dashboards Settings , and then select Reports and Dashboards Settings. Select Auto add new custom fields to custom report type layouts and then click Save.
How do I add a field to a standard report type?
Currently, this setting is automatic for standard report types but not custom report types (CRT). As an admin, when you go into Setup → Object Manager → Object → Fields and Relationships → New Custom Field Details, you will now see the new checkbox show up.
How to add multiple names to a record in Salesforce?
Salesforce has the ability for multiple names to be added to a Task or Log a Call record with its standard “Name” (Who = field name) Lookup field. Why can’t we have the ability to make a similar kind of Lookup field as a custom field that will allow us to add multiple names, for example, to an Opportunity record?
How to select multiple records in one lookup field?
Give it an upvote or downvote. Idea has been posted. Give it an upvote or downvote. It would be great to allow multiple records to be selected when using a lookup field. For example, I have custom objects Supplier and Raw Material. There are raw materials that come from 1-4 different suppliers.
Why are there no polymorphic lookup fields in Salesforce?
The worst part about not having polymorphic lookup fields, is the fact that admins cannot use Public Groups as a workaround since you cannot use Public Groups in lookup fields. This is the one of the standard feature in any common platforms also in salesforce for some standart object fields.
How to add multiple objects to a report?
I am looking to report on 3 objects: A, B, C. Further, I want to generate a single report that can show all the fields on A, B, and C. Object A and B are related and objects A and C are related. However, B and C are not related.