How to view lwc in salesforce

To place your new LWC list view button on your objects list view, click on the “Search Layouts for Salesforce Classic” tab on your object and then click the drop down arrow next to the “List View” layout and select the “Edit” value in the drop down. From Setup, enter Lightning Components in the Quick … Read more

How to view converted leads in salesforce

how to access converted leads. Click the Reports Tab. Click New Report. Click on (+) sign next to the Leads folder, and select the report type “Leads With Converted Lead Information.” Click Create. If the default fields do not show you the desired information, you can select additional fields from the section on the left … Read more

How to use salesforce effectively

6 tips to use Salesforce like a boss Personalising your tabs. Tabs are a great way to find the things you need in your daily work. But tabs are not always… Create list views quickly. List views are basically the core of your work day. They are filtered views on the records… Inline Editing. One … Read more

How to use salesforce api

To do so: Go to the Settings panel in your Ada dashboard Click Integrations, and scroll down to Action Integrations Click Configure next to Salesforce API Enter your Salesforce User credentials in the modal. For instructions on how to set up a Salesforce API user, see here . Click Save Full Answer What is the … Read more

How to use picklist value in formula field in salesforce

Three functions take picklist values as arguments in all formula fields: ISPICKVAL (), CASE (), and TEXT (). ISPICKVAL (picklist_field, text_value) returns true if the value of picklist_field matches text_value, and false otherwise. You can combine ISPICKVAL () with PRIORVALUE (). Full Answer How to create custom formula in Salesforce? creating Formula field in Salesforce … Read more

How to use jitterbit with salesforce

How to integrate Jitterbit with Salesforce? Firstly, you need to download Jitterbit from AppExchange. Search and download Jitterbit Data Loader from AppExchange. The app can also be downloaded directly from the Jitterbit website. Once you’ve downloaded the application, install it and also build and map the database. Further, create an account with the Jitterbit app … Read more

How to sync outlook calendar with salesforce

To get started: While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon. Select the correct contact or lead in your Salesforce environment to associate the meeting with. Select the correct account or opportunity in your Salesforce environment to associate the meeting with. Steps to Integrate Outlook … Read more

How to setup salesforce

Set Up Your New Salesforce Org in 5 Steps Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner… Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone,… Step 3: Set Security Policies. … Read more

How to set up delegated approver in salesforce

Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver. Optionally, enter your Manager. Set your preference for receiving approval request emails. This preference also affects whether you receive approval request notifications in Salesforce1. Full Answer How do I set up delegated approval in Salesforce? Enter Personal Information … Read more