Dealing with paperwork implies making small modifications to them everyday. Sometimes, the job goes nearly automatically, especially when it is part of your everyday routine. However, in other cases, dealing with an unusual document like a Salesforce Proposal Template can take precious working time just to carry out the research. To make sure that every operation with your paperwork is easy and fast, you need to find an optimal modifying tool for this kind of tasks.
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With DocHub, there is no need to research different document kinds to learn how to modify them. Have all the essential tools for modifying paperwork on hand to streamline your document management.
hi my name's lauren and i'm a consultant here at rotiv we're an official salesforce partner and we help small businesses automate their processes today i'm going to show you how to add a field to a page layout in salesforce and there are a couple ways that you can do this so the first way is you can go to setup and then click on the object manager and then search for whatever object it is that you want to add that field to that page layout now the second way is kind of the shortcut way you would find the object that you want to add a particular field or modify that page layout to click within that object record so you can see here we're under contacts i've clicked on a contact record and we're in the details section here and we know we want to add a field to this particular area in the page layout the shortcut is you can click on the gear icon and then click edit object and that will take you straight to the contact object in object manager and then you can select page layouts from th...