Editing Salesforce Objects

Avatar
by Skilljar Customer Training
Follow

Skilljar's Salesforce integration installs several Skilljar objects into your Salesforce environment. By default, the objects are read only, but your Salesforce admin can change this so they can be customized. To remove the read only property from the Salesforce objects: 

  1. Log in to the Skilljar app from a Salesforce developer account and visit “setup”

    Screen_Shot_2017-03-28_at_10.20.50_AM.png
  2. Open the schema builder
    Screen_Shot_2017-03-28_at_10.21.06_AM.png

  3. Select the object on which you’d like to update the buttons, click the down arrow on the settings gear at the top of the object, and select “View Page Layouts”

    Screen_Shot_2017-03-28_at_10.21.13_AM.png
  1. Scroll down to “Buttons, Links, and Actions” and Edit the button you would like to make not read-only

    Screen_Shot_2017-03-28_at_10.21.21_AM.png
  1. Select “Standard Salesforce.com Page” in the “Override With” section, and save

    Screen_Shot_2017-03-28_at_10.21.29_AM.png
  2. Repeat for Delete and Clone buttons, as relevant, for any objects you wish to no longer be read-only

 

Powered by Zendesk