How to convert lead in salesforce

Classic Instructions: Click the Lead tab. Open the Lead record which needs to be converted and click Convert. In the Account Name field, select Attach to Existing Account (Eg: Big cars Account) Complete the other details on the page as per the requirement and click Convert. Since a Contact with same name already exists in … Read more

How to connect to salesforce rest api with oauth 2.0

How do I use OAuth 2.0 in Salesforce? Request an Access TokenThe Salesforce OAuth 2.0 endpoint. Connected apps send OAuth token requests to this endpoint.The URL of the hosting service.The length of the request’s content.The requested format of the returned response. The following formats are supported. Accept: application/json. Accept: application/xml. How do I connect to … Read more

How to connect salesforce to gmail

How Gmail + Salesforce Integrations Work Authenticate Gmail + Salesforce. ( 30 seconds) Pick one of the apps as a trigger, which will kick off your automation. ( 15 seconds) Choose a resulting action from the other app. ( 15 seconds) Select the data you want to send from one app to the other. To … Read more

How to connect salesforce authenticator app

Connect Salesforce Authenticator (Version 3 or Later) to Your Account for Identity Verification Download and install version 3 or later of the Salesforce Authenticator app for the type of mobile device you use. … From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details. … Find App … Read more