To mass assign existing Users to new permission set using Data Loader Open Data Loader, click Insert, and login to your org Check the checkbox Show all objects Perform insert option with Data Loader: Select Insert operation and select User as an object. Browse the . CSV file that you prepared for import and click … Read more
Step 1: Enable Activities Tab: Click on “+” (right most tab) | ‘Customize My Tabs’ | Add the Activities Tab. Step 2: Add “Mass Update Task” button to Activities list view: Go to Customize | Activities | Activity Search Layouts |… Step 3: To create multiple tasks for multiple records, add “Create Tasks” button to … Read more
Click Quotes in the navigation bar, then choose the All list view. Click Q-00035. Click Edit Lines. Click Add Products. Full Answer How do I create a quote for a product? In the Quotes section (bottom of the page), click Quotes . Click New Quote and enter the details. Click Save . Now refresh the … Read more
How to add multiple Leads and Contacts to a Campaign in Lightning Experience in Salesforce? 1. Add the Campaign Members related list to the page layout. 2. Use Add Leads and Add Contacts button in the related list to add multiple Leads and Contacts to a Campaign. 0:21 1:44 Salesforce – How to Add New … Read more
Again, if you don’t see it, then the Salesforce Admin will need to add the related list to the page layout. Once you click the ‘Add Leads’ or ‘Add Contacts’ buttons, you will be guided through the steps to add one, or multiple leads/contacts. As you add leads/contacts, they appear in the top box. From … Read more
Lead Add to Campaign button on Lead list view, allows to select one or more records, up to 200, to add to an active campaign as a campaign member. Add to Campaign (s) button on lead detail page, allows you to add the lead to one or more campaigns at the same time. From the … Read more
If you ever need to check or change the Allow Multiple Orders setting, just navigate to Setup, search for Installed Packages, click Configure on Salesforce CPQ, and click the Order tab. Here you find the Allow Multiple Orders checkbox. Let’s see what it takes to create two orders from an existing quote. From Setup, in … Read more
Select Multiple Fields When Creating Reports December 29, 2020 / Leave a Comment #1MinuteTip #SalesforceSpring21 You can now drag and drop multiple fields to your reports. Select multiple fields by pressing Ctrl (Windows), Cmd (Mac), or Shift when you click (1) and drag it to the column list in the output panel (2) How: Select … Read more
1. Select the Object, Profiles and Layout to which newly created fields will be assigned. 2. Use Template (Refer sample template by Clicking “Download Sample Fields Template” button) to add Multiple fields or click “Add New Row” to add multiple rows. Steps to Bulk Create Multiple Fields in ONE GO: Use Template (Refer sample template … Read more
How to Mass “Create Custom Fields” for multiple objects in single click in Salesforce? Click App Launcher & open BOFC “Bulk Field Creation” page Select single or multiple objects (user can select any kind of object standard or custom or both) User can select single or multiple (Profiles or Permission Sets or both) to assign … Read more