Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. … Click the “New” button. Campaign Name: the field to type your Campaign’s name into is free text. … Fill in the other fields (the order … Read more
Steps to Add Custom Button to the List View Click on Create >> Objects. Now click on the object. In Search layout section, edit the list view layout. Here you will see your new button listed in the list box, add this button to the list view and click on save. More … 1:17 2:21 … Read more
Add Custom Task Types From the object management settings for Activity, go to Fields & Relationships. Click TaskType. In the Values section, click New. Add one or more picklist values in the text box. … Select Care Plan Task so that the new values are associated with the TaskType picklist. Save your changes. More items… … Read more
Welcome In this guide we will learn how to add new account in Salesforce Click “App Launcher” Click “Sales” Click on “Accounts” Click on “New” Enter Account Name Select Account type Enter Phone number Click “Save” Read the guidelines for adding users. From Setup, in the Quick Find box, enter Users , and then select … Read more
Click on the Settings button in the Community Builder (the one that has a gear icon), then select Navigation and edit the Default Navigation. Thanks for contributing an answer to Salesforce Stack Exchange! Open the page template or site page that you want to add the navigation menu to. Drag a Menu from the Page … Read more
If you’re viewing a page, such as a list or dashboard, and want to add it to the navigation bar, create a temporary tab. To create a temporary tab, select Open in New Tab in the current tab’s dropdown menu. To permanently add the tab to the navigation bar, select Add to Nav Bar from … Read more
The “salesforce certification track” is a process that can be done by adding the Salesforce certification to LinkedIn. This will allow you to show your skill level and certifications on LinkedIn. You can go to your LinkedIn profile and under Add certificate -> Certification Name & Certification Authority (Salesforce Trailhead). I just added a badge … Read more
To add a certification, follow these steps: Select your profile photo. To see your profile, tap View Profile. At the bottom right of the screen, tap the Add icon. To add a new certification, go to the Background section and pick Licenses and Certifications from the list. Fill in the necessary information and save the … Read more
Adding a Photo to Salesforce Profile From the home page, click on the icon on the top right. To get to your profile, click on either your name or on the icon. Select the camera icon and then Update Photo. Click on Upload Image and find your image. Click Open. Drag or resize to adjust … Read more
How to Add a Lead to Salesforce Sign into your Salesforce account. Go to the “Leads” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. … Go to the business account with which the lead is associated. Click the “New Contact” button above the list of current … Read more