Add “Log a Call” to Page Layouts Open and Explore the Salesforce Setup Menu Edit Page Layouts for Standard Objects or Edit Page Layouts for Custom and External Objects For each of the object’s desired page layouts add the “Log a Call” button in: Salesforce Classic by dragging the “Log a… Salesforce Classic by dragging … Read more
Follow the steps given below to create live agent button in salesforce. Go to Setup=>Build=>Customize=>Live agent=>Chat buttons & Invitations. Select chat buttons and invitationsto create new chat button. Click on New buttonto create chat button in salesforce live agent. From Setup in Salesforce, enter Users in the quick find box and then click on users. … Read more
Follow the steps given below to create live agent button in salesforce. Go to Setup=>Build=>Customize=>Live agent=>Chat buttons & Invitations. Select chat buttons and invitationsto create new chat button. Click on New buttonto create chat button in salesforce live agent. Full Answer What is a live agent in Salesforce? The Live Agent in Salesforce tool offers … Read more
Create a List View From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless … Read more
Create a Custom List View in Salesforce Classic. Click Create New View at the top of any list page or in the Views section of any tab home page. Enter the view name. The view name is shown in the views dropdown list. Enter a unique view name. The API and managed packages use this … Read more
Creating List Views To create a list view, follow the steps given below. Go to the App launcher. Then select the sales app, and then select the “ Accounts ” tab. In the next step, go to list view controls and select “ New ”. Create a custom list, name it as “ Selected_Customers ”. … Read more
Map<Id,Contact> mapContact = new Map<Id,Contact> (); public static void addListToMap (List<Contact> conList) { for(Contact con:conList) { mapContact.put (con.id,con); Scroll to Map It Settings. Click Select and copy Map It List View Visualforce Code.…Click New Button or Link. Enter a Label and Name. Select List Button as the Display Type. Select Display Checkboxes. Select Visualforce Page … Read more
Locate the LinkedIn Sales Navigator Tool in Salesforce. Sign in to your Salesforce account. On the homepage, locate the Quick Find search box and type LinkedIn Sales Navigator. Initiate the LinkedIn Sales Navigator Salesforce Integration. Now to initiate the LinkedIn Sales Navigator Salesforce Integration, go to the LinkedIn Sales Navigator AppExchange Package tab and click … Read more
Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. These custom links can increase productivity and reduce clutter when created. Step-1: Go to Setup=>Customize=>Home=>Custom Links. How to Add Custom Sidebar links in Salesforce … Read more
On the page where you add the content or the body of the HTML Email Template, add the link you want into the HTML text. For example: www.salesforce.com. Highlight the text, then click the link icon on the Formatting Control and then retype the link address in the ‘destination path’ field on the pop-up window. … Read more