Articles by tag: Customization

Adding Fields to a Record

Tagged with: Customization, FAQ

xRE for Salesforce: How to add fields to a record

You have the ability to add your own fields to any object: Account, Contact, Property, Lease, Deal, Availability or Sale record. After you have determined which object needs your custom field, you need to determine what kind of field it should be (numerical, text, pick list, check box, etc.…) and what the field should be called. Then go to the Page Layout and drag the field where you need it on the form. Instructions on how to accomplish this are below.

1. Click on the Set-up icon from the top right of your menu and Setup.

2. Click on the Object Manager Tab .

3. Select the Object (in this example Account) – they are listed in alpha order and you may need to scroll down to find your object name (such as Contact or Property, etc.).

4. Click on “Fields and Relationships”.

5. Click “New”.

6. Choose your field type. You have a multitude of options and an explanation for each field type. Let’s select “Picklist” since we want the user to have the option of picking one value form a list of choices. Then click “Next” (You may decide to pick Text, or Date, or Number, etc.)

7. Add the label of the field. In this case, it is called “Source” because I want to add a field that describes how I was able to gain knowledge of this Account.

8. Click on “Enter values, with each value separated by a new line”.

9. Enter the options you want the user to pick.

10. Determine if you want the values to be sorted alphabetically, if there should be a default value upon the creation of a new record, and if you want the values on this list to be strictly enforced.

11. The description/help text are optional but are good to have as a reminder for why this field was created.

12. Determine if you want this field to be required or optional (checkbox for required). Click Next. Continue to follow the prompts all the way to Save.

Now your field is added to the form, but where?

Go back to the Object Manager, click on the object you changed and Page layouts. Click on the page layout, and scroll down to see your field. You can click and drag it to another location if you wish. Save changes.

How to turn off the automatically generated tasks (Workflows)

Tagged with: Customization

How to turn off the automatically generated tasks (Workflows):

  • Click on the gear icon on the top right 
  • Click on Setup 
  • When the screen changes, on the left in the Quick Find, type in “workflow rules” 
  • On the right, locate “new Listing checklist” 
  • Deactivate or delete 
Type “workflow rules” in Quick Find box

How to rename custom fields

Tagged with: Customization

Step 1. Click on Gear icon at the upper right-hand corner of the screen.

Step 2. Click Setup.

Step 3. In the Quick find box start entering Override.

Step 4. Click Override.

Step 5. Select “Custom Fields” from Setup Component.

Step 6. Select Object which you need from the drop-down menu.

Step 7. Double Click next to the field you are renaming under Field Lebel Overwrite column.

Step 8. Enter the new Field Name.

Step 8. Click Save.

How to create a field with many to many relationships for Related List Quick Links

Tagged with: Customization

Step 1. Click on Gear icon at the upper right-hand corner of the screen. 

Step 2. Click Setup

Step 3. Select Object Manager.

Step 4. Click on Create button at the top right corner.

Step 5. Select Custom Object 

Step 6. Enter Label name and Plural Label

Step 6. Choose Auto Number in a Data Type dropdown menu.

Step 6. Enter “A-{000}” in Display Format.

Step 6. Enter 0 in Starting Number.

Step 6. Click Save

How to add Relationship Types

Tagged with: Customization, FAQ

You have the ability to identify the type of relationship you have with a contact (Example: Partner, Vendor, Client,
Prospect, Etc.)
1) Go to the Settings icon and select Set Up
2) Select Object Manager
3) Select Contact
4) Select Fields & Relationships
5) Scroll down to find Relationship Type and select it

You can add your own new types, re-order how they appear, or replace existing ones

When you add new ones, put each new value in a separate line and save

Ad-Hoc List Configuration

Tagged with: Customization, Configuration

The Ad-Hoc List feature of Ascendix Search allows records to be added to user-defined lists after selecting records from search results. When Ascendix Search is installed Account and Contact records are available in Ad-Hoc Lists. Admins can enable additional record types by adding a button to the record’s page layouts

*For Salesforce Professional Edition, complete the steps in the section titled “Add support for Additional object types (Professional Edition)”

Add Ad-Hoc Lists to Record Pages

Salesforce Admins can add Ad-Hoc lists by Ascendix Search to records’ tabs and let users add or remove records from the lists right on the record page.

To see which Ad-Hoc Lists a record belongs to the outside of Ascendix Search, the Ad Hoc Lists Lightning component can be added to your record pages via the Lightning App Builder.

Adding Ad-hoc lists tab

This component also allows you to add the record to an existing or new Ad-Hoc List, and to remove it from lists it is already associated with.

This component can be configured by following these steps:

  1. Navigate to Setup -> Lightning App Builder
  2. For each object to configure:
  • Select the record page to edit (or create a new page if you prefer)
  • Click the Edit button
  • Add a new tab to any section with the tab label Ad-Hoc Lists
Lightning App Builder Adding Ad-Hoc List Tab
  • From the list of Lightning Components, drag the Ad-Hoc Lists component to the newly created tab
  • Click the Save button
  • Click the Activation… button to configure the visibility of the record page

Adding Ad-Hoc List Button to Page Layouts

Besides, you can add a button Add Ad-Hoc List:

Adding to Ad-hoc list button

Step 1. From Setup, select Object Manager from the top.

Step 2. Open the Object you want to add the Ad-Hoc list to by selecting the hyperlink & select Page Layouts from the following page.

Step 3. Click Edit from the dropdown.

Object Manager Ad-Hoc Lists

Ascendix Search – Navigating to Page Layouts

Step 4. Select Mobile & Lightning Actions and locate Add to Ad-Hoc List

Adding Add to Ad-Hoc List Button

*First time configures will have to override the predefined actions by selecting the wrench icon.

Step 5. Drag the Add to AdHoc List button to Salesforce Mobile and Lightning Experience Actions in the location of your choice

Dragging to Salesforce Mobile and Lightning Experience

Salesforce Mobile and Lightning Experience Actions

Step 6. Click Save then repeat the steps above for any additional objects

That’s it! Now users will be able to add records to the Ad-Hoc list right from the Salesforce records.

Add support for additional object types (Professional Edition Only)

This section is required for Professional Editions to enable Ad-Hoc lists for objects in their organization.

Step 1. From Setup, select Object Manager from the top.

Step 2. Click the New button. Select Lookup Relationship from the following page.

Step 3. For the Related To field select the object being configured, then click Next.

Step 4. For the Field Name enter any unique value, then click Next.

Step 5. Select the profiles to which you want to grant edit access to this field via field-level security. Click Next when done.

Step 6. Select the page layout Ad-Hoc List Member Layout and click Next.

Step 7. Uncheck all page layouts. Uncheck the Append related lists to the user’s existing personal customizations.

How to manage Related Lists in Salesforce and AscendixRE CRM

Tagged with: Customization, Related list

In this video, we explain how to manage related lists in Salesforce and our AscendixRE CRM for commercial real estate.

Further Reading

What else can I customize?

Ad-Hoc Lists in AscendixRE CRM

Tagged with: Customization

Watch this video to learn how to use Ad-Hoc lists in AscendixRE CRM for Salesforce.

Further Reading

How To Manage⚙️ Related Lists in Salesforce | AscendixRE CRM

What else can I customize?

Tagged with: FAQ, Customization

What can’t you customize?

Here’s a general list of things an admin can do:

  • Re-name tabs (Example: Changing ‘Accounts’ to ‘Companies’)
  • Re-name field labels (Example: Changing a field name from “Type” to “Relationship”)
  • Change the columns that are displayed in the list view (Tip: Only show the data you care to see at a quick glance)
  • Change the layout of a record (Tip: Only show the most important fields up top, take advantage of the real estate on the screen, no pun intended!)
  • Change the color scheme (perhaps to match your organization’s color palette)
  • Workflows. Although an advanced feature, workflows customized to how your business flows really help automate your day. Which leads to increased efficiency. (Example of a workflow: Get email reminders when leases are going to expire for your tenants, when a Listing is created, create a checklist of tasks that need to be accomplished by a certain person or team).

Further Reading

There’s a lot going on here. Many things I don’t need. Can I remove tabs on the menu or fields on the form?

How to Add an Image to an Email Signature in Salesforce

Tagged with: Customization

Adding an image to your email signatures is a great way to add color and branding to every email you send. We’ll show you how to put your personalized signature in Salesforce.

This guide is intended for users with Lightning Experience interface only. If you use Salesforce Classic interface please read this detailed instruction.

Upload Your Image into Files Tab

Step 1. Click the Files tab on the Navigation Bar, or the App Launcher icon to view all apps/tabs and choose Files from there.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Choose Files in App Launcher
Choose Files in App Launcher

Step 2. Click on the Upload Files button and navigate to the location where you store the image on your computer.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Upload Your Image.
Click on the Upload Files button and choose your image

Get the URL of the Uploaded Image

Note: Please make sure to perform the following steps. If you do not open the link in a new tab and do not copy the image address from there, you will have to delete the image and upload it again to get a permanent link to the image.

Step 1. In the Files tab click on Action Menu right from the uploaded image and click on Public Link.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Generated Public Link
Generation of Public Link

Step 2. Copy Link and open it in a new tab.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Generated Public Link
Copy generated Public Link and paste it a new tab

Step 3. Right-click on the image and click on Copy image address.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Image Address
Copy image address

Add the Image to Your Email Signature

Step 1. Click on your avatar image at the upper right-hand corner of the screen.

Step 2. Click Settings.

AscendixRE CRE CRM for Salesforce - Lightning Experience - User Settings
User Settings

Step 3. In the Quick Find search box on the left side of the screen, type-in My Email Settings.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Adding Email Signature.
Type-in My Email Settings in the Quick Find search box

Step 4. Click on My Email Settings.

Step 5. In the Email Signature field, type-in <img src = “link here”/>.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Adding Email Signature.
Adding Email Signature

Step 6. Click Save.

It’s important to note that this will only work when sending emails in HTML format.  However, if you send an email in plain text format it will display <img src = “link here”/> in the signature.

In Lightning Experience signatures will be added to all personal emails automatically, but inserting any template will overwrite current email and signature. Signatures won’t be added to emails that use HTML templates, as signatures need to be part of the template.

AscendixRE Frequently Asked Questions