Before adding a user into Opportunity Splits, that user must be added in Opportunity Team. For Split on Opportunity Amount, each split assignment for this split type must total 100%. Enter the member name, adjust percentage of the owner, amount will be auto calculated. 6:04 9:41 Salesforce Admin Certification – Opportunity Splits & Team YouTube … Read more
Go to Salesforce -> Click the Campaigns tab (if this does not show, you will need to add it to the navigation bar). Click on the Campaign you want to add Accounts to. Scroll to the Campaign Members related list -> click on the dropdown and select Add Accounts. Simply select the Accounts you want … Read more
Go to Salesforce -> Click the Campaigns tab (if this does not show, you will need to add it to the navigation bar). Click on the Campaign you want to add Accounts to. Scroll to the Campaign Members related list -> click on the dropdown and select Add Accounts. Simply select the Accounts you want … Read more
When you create or update an event in Salesforce select the Schedule a Zoom Meeting option. Starting scheduled meetings Once you add a Zoom meeting to an event, you can start the meeting by clicking the Join URL under the Meeting Details section, or clicking Start Zoom Meeting on the event detail page. Full Answer … Read more
Create Tasks in Bulk for Multiple People in Salesforce Classic On the New Task page, click the lookup icon ( ) next to the Assigned To field. In the lookup window, select the Multiple Users tab. Add up to 100 people (including members of groups) to Selected Members. … Click Done. … Save the task. … Read more
Connecting the Marketing cloud API User – Click on Email Studio —-> Click Admin —–> Click My Users —-> Select the API user. Click Integrate for Salesforce.com Status —–>Enter the Salesforce system user username —–>Save the settings. The Salesforce.com Status field updates to “Integrated” if the connection is successful. Connect to Marketing Cloud Within Salesforce … Read more
In Salesforce, replace the path contents at the end of the URL (after Host name) with the path in the link provided. Press Enter. Follow the on-screen instructions to install the managed package. Note Be sure to grant access and permission to users according to your company’s policies. Click Install. From Setup, enter Installed Packages … Read more
Turn on data sync and lead creation Navigate to the Settings tab. Toggle the Data Sync slider on. If you want to create new Salesforce leads from your Mailchimp subscribers, toggle the slider to a checkmark for Allow Mailchimp to create Leads in Salesforce. How do I add Mailchimp fields to Salesforce? Now match your … Read more
From the Service Console app, open a case. Then click the navigation menu. Click Edit. Click Add More Items, and select Macros to add it to the menu. Click Save. Create a macro. In the Salesforce for Service Console, click the Macros widget. Click + Create Macros. For Macro Name, enter a name that makes … Read more
Go to the record page you want to add the LWC to If you want to add an LWC component to the account record page navigate to an account record. Then click the gear icon and select Edit Page How To Add LWC To Record Page Go to the record page you want to add … Read more