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Renewable Energy Users Group

Renewable Energy Users Group is to help Renewable companies to adopt and understand how Salesforce can boost their Sales, Marketing, and Installation process. All users are welcome to ask any question about any of the Services of Salesforce.
2 answers
  1. Jun 17, 2022, 6:28 AM

    1) Start creating a calendar.

     

    1) Start creating a calendar. 2) Choose an object to base the calendar on. 3) Select fields that determine what the calendar displays (1, 2, 3).

     

    2) Choose an object to base the calendar on.

     

    CFB4D10F-4176-4BCC-AE65-895E097D418C.png

     

    3) Select fields that determine what the calendar displays (1, 2, 3).

    If you want, filter the calendar items by selecting a list view (4).

     

    B2F56C41-537E-4445-A139-B15C7723544B.png

     

    The calendar displays items differently depending on the date fields you select.

    (Date) Fields

     

    ED7C35DD-9290-44C1-BE70-855AEB762318.png

     

    The names of some date fields include (Date). If you select a (Date) field, the calendar displays items across the top (as all-day items).

     

    (Date/Time) Fields

     

    0235A304-2154-4FBB-A8FA-E91BF9090035.png

     

    The names of other date fields include (Date/Time). If you select a (Date/Time) field in Field for Start, the calendar displays items in time slots. If you also select a field in Field for End (it’s optional) and the items’ duration exceeds 24 hours, the calendar displays the items across the top (as all-day items).

    Selecting Start and End Fields

     

    02068A9F-3566-4EC2-91B9-6D637978323C.png

     

    Field for End is optional. If you use it, you must select the same type of field as you do in Field for Start. For example, if you select a (Date) field in one, you can’t select a (Date/Time) field in the other. If you select fields that generate dates in the wrong order (end before start), Salesforce displays an error message when you save the calendar.

     

    The color of each calendar is the color of the object it’s based on. (If a custom object has a theme, the theme determines the color of the calendar.) You can hide or show individual calendars. (You can hide the Salesforce Events calendar, too, but it’s not otherwise configurable.)

    Suppose that you show a calendar containing enough items to push the total items past the limit (150 items) in that view. Salesforce displays an alert and hides items on other calendars.

     

    C1554053-E61A-4787-A28F-7B82B91A5ACA.png

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3 answers
  1. Apr 26, 2022, 5:44 AM

    You have to follow these steps to export Salesforce data

    1. Open the Data Loader
    2. Click on the Export
    3. Enter your Salesforce username and password, and click Log in
    4. When you're logged in, click Next
    5. Choose an object
    6. Select the CSV file to export the data to
    7. Click Next
    8. Create a SOQL query for the data export.
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