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Set Up Lightning Knowledge. From Setup , choose Service Setup. Select the Knowledge Setup tile. Click Start. Select a Lightning Knowledge author and click Next. Maria selects Maria Jimenez and Ada Balewa. Maria skips entering the data category information. She’ll set that up later. Click Next. Click Finish. Lightning Knowledge Author From Service Setup, click … Read more

Create an Article Click the Knowledge tab. Click Create Article. Select the Knowledge article type. Create a title for your article, such as “Our company address.” Write a description, this goes under the title in the search results. Put your company address in the rich text area field you created in the last unit. … … Read more

How Do I Create A Joined Report in Salesforce? Go to the Reports tab and click New Report Select the principal report type for the report and click Continue. This will control how the common fields even if they… In top left corner, click the down arrow next to report and choose Joined Report and … Read more

Go To setup-> Build-> Create-> Workflow& Approvals-> Flows. Click on the New Flow button. The following screen will be shown. How do I create a flow in Salesforce? Open Flow Builder. … Select the Flow Type, then click Create. Drag the elements you want to use onto the canvas. … Connect the elements to determine … Read more

How do I create a dashboard in Salesforce? Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards … Read more

Login to your Salesforce account, and ensure that you have the required privileges. Go to Setup, then go to “ Report Types ” from the quick find box. Click on “ New Custom Report Type ”. Full Answer How do I create a custom report in Salesforce? Step 1: Defining the Custom Report Select the … Read more

Log in to your Salesforce account. Click Setup at the upper-right corner. Under the Build section, click Create and select Objects. To create a custom object, click New Custom Object. Enter the name of the Custom Object in Label, Plural Label, and Object Name. Select the Launch New Custom Tab Wizard after saving this custom … Read more

Create a Contact Open the account where you want to add the contact. Click New Contact in the Contacts list. An empty Contact form appears with information from the account already entered. Enter the contact information. Click Save . Create a Contact In the Related Contact tile of the Household tab, click + Add Contact. … Read more

To create a connected Salesforce app, follow these steps: Log in to Salesforce with your developper account In the drop-down list of the account (in the upper-right corner), select Setup In the left-hand pane, search for: App Manager and open it Click on “New connected App” Full Answer How do I connect an app in … Read more

0:08 3:09 The Horrible Mistake You’re Making With Call Lists In salesforce YouTube Start of suggested clip End of suggested clip Or this views on the leads and contacts. And so on or in some cases let’s say you have a campaign aMoreOr this views on the leads and contacts. And so on or in … Read more