How do i start flights from salesforce


Start Flight Example.

  • Add Object (1),
  • Set the Object field to Lead (2),
  • Under Start the Process, click “when a record is created or edited” (3)


How do I log in to Salesforce?

On subsequent visits, steps to log in are as follows: Go to . Enter your username and password and click Log in to Salesforce . Once you’re logged into Salesforce, you’ll be directed to Home. Let’s talk about that first. Home is the first place you’ll land when you log into Salesforce.

How to get started with Salesforce lightning experience?

Log into Salesforce. Navigate your way around the user experience. Explain the difference between Lightning Experience and Salesforce Classic. Access many of the important features available in Salesforce. Welcome to Lightning Experience!

How do I set up campaign members in Salesforce Lightning?

You clicked on the Advanced Setup button to set the Campaign Member values. I can’t think how this button could be labeled in a way to put people more off clicking it. Frankly, it’s only marginally better in Lightning. You click on the Campaign Members Related List.

What is Salesforce accelerate for startups?

Learn how Salesforce helps startups build, grow and give back. Your Guided Path to Success. Salesforce Accelerate is a three-month virtual program powered by Salesforce for Startups.


How does Jet It work?

Jet It initially got their customer relationship management (CRM) journey off the ground by trying a few different free CRM solutions. They quickly ran up against critical limitations in each of those systems when it came to: 1 Sharing key business information company-wide. 2 Tailoring reports to fit their needs. 3 Customizing data fields specific to their business.

How long does it take to close a jet?

Jet It, like others in the private aviation sector, works on a very long sales cycle. Deals regularly take anywhere from a month to five years to close (five years being the typical length of a traditional private aviation contract).

Who is the CEO of Jet It?

Glenn Gonzales. CEO, Jet It. “We created a digital platform, so people could receive an email with a link to a video tour of the aircraft that they could experience from the comfort of their own home and then contact our sales executive to set up a meeting”. Glenn Gonzales. Founder and CEO, Jet It.

Who is the founder of Jet It?

Glenn Gonzales. Founder and CEO, Jet It. “Anytime you are working with multiple parts of the business, you have to have one singular method of collaboration and communication,” Dr. Akir Khan, VP of Strategy, said. “For us, Salesforce was that answer.”.

What is Salesforce account?

An account is a company you’re doing business with, and a contact is someone who works at that account. Just like opportunities, anytime you drill into an account or contact, you need to find what you need quickly.

What is home page in Salesforce?

Home is the first place you’ll land when you log into Salesforce. It’s a modern, intelligent home page, featuring a number of tools to help you start your day fast. From Home, you can monitor your performance to goal and get insights on key accounts. You can also access the Assistant, a list of things to do and places to be. Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.

What is an org in Salesforce?

Another important term that’s hard to capture in a picture is org. Org is short for organization, and it refers to a specific instance of Salesforce . The image here is taken from DreamHouse’s org. Your company can have one or multiple orgs. That’s a lot of new stuff to tackle.

Can you use Salesforce to develop custom objects?

You already know that you can use the Salesforce platform to develop custom objects and functionality specific to your business. What you might not know is that you can do most of this development without ever writing a line of code.

Incubator, accelerator, or VC firm?

Offer your startups valuable resources — and a product discount — through Salesforce for Startups.

The CRM Tool Built for Startups

Build stronger customer relationships with Salesforce Essentials — sales and customer support software in one easy-to-use app. Get up and running in minutes, and give your team the tools to collaborate better, from anywhere. Click below to start your free trial and receive 20% off at checkout when signing up through the link below. 1

Increase and measure success with the premier analytics tool

Drive your business with increased insights, make decisions quickly and get a competitive advantage with Tableau. Tableau is a visual analytics platform transforming the way organizations make the most of their data. Connect and visualize your data in minutes, and elevate your team with the power of data.

Apply to our accelerator program

Get the support you need to strategically align with Salesforce and grow with AppExchange. Salesforce Accelerate is a virtual program that inspires, enables and coaches entrepreneurs on building great products, going to market with Salesforce and scaling revenue.


Explore news and thought leadership articles to get inspired and see how you can accelerate growth.


Listen to conversations with entrepreneurs to learn and get inspired about your own path to business success.

How To Set up Developer Account: Salesforce

The first step in learning Salesforce is setting up a free developer account. This is a way of getting hand on training and learning on Salesforce platform. Here are steps to sign up for developer account. Go to Type Name Type email address It does not matter what role choice Company Name: If you Continue reading

How To Get Started In Salesforce

A couple of years ago I decided to start a new career in Salesforce. I have no experience in the technology industry what so ever so I wanted a way to begin learning without spending thousands of dollars earning a degree. Here are 3 ways I learned how to get started in Salesforce with no Continue reading

What is Salesforce Accelerate?

Salesforce Accelerate is a three-month virtual program powered by Salesforce for Startups. It is designed to provide the insights, learning and support that startups need to strategically align with Salesforce and accelerate their time-to-market with AppExchange.

Is there a better time to join Salesforce?

There has never been a better time to join the thriving Salesforce ecosystem! The Salesforce AppExchange Partner Program helps anyone build on the Salesforce platform, sell on AppExchange, and grow with world-class partner technology designed to help you do business faster.

Does Salesforce Ventures have a portfolio?

Don’t start from scratch. Salesforce Ventures offers their portfolio companies access to Salesforce innovators, veterans, and executives to ensure success. They leverage the expertise of our leadership in cloud computing to help you build credibility and accelerate growth.

How to create a campaign in Salesforce?

To create a Salesforce Campaign, click on the Campaigns tab. On the right, click New. However, if you don’t have permission to do this, you need the Marketing User checkbox set to True. You find this feature on the User record. Ask your system administrator to edit your User record and set this checkbox to True.

What is Salesforce campaign?

A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication (s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.

What is a campaign member in Salesforce?

A Campaign Member describes the relationship between an individual Lead or Contact and a specific Salesforce Campaign. It tracks the change in this relationship over time and is critical for building useful marketing reports and dashboards in Salesforce.

Can you link a Salesforce form to a Salesforce campaign?

If you don’t have a marketing tool, you can use a simple web-to-lead instead. However, in either case, link the form to a Salesforce Campaign. That way, not only do you capture the person as a Lead, but you also connect the Lead and any subsequent Opportunity to the Campaign.

Sign me up for a free Trailhead account

Learn in-demand skills, earn resume-worthy credentials, and connect with a community of Trailblazers for mentorship and employment opportunities.

2. How can I get prepared?

We’ve got the tools to help you prepare for your exam, no matter your learning style. We’ve covered all the bases, with exam guides, interactive study tools, videos, trailmixes, and more.

Discover Trailhead Academy

Accelerate learning across your organization with access to Salesforce experts.

3. Can Superbadge Super Sets help me?

The design of a Trailhead module offers step-by-step instruction and bite-sized learning with interactive challenges so you can test your newly developed skills.

5. How do I ace the exam?

Test-taking is stressful for lots of people. Even if you think you’ve got all the concepts for the Salesforce Certification down, you may dread the actual exam just because test-taking isn’t your thing. But you can manage your state of mind and put a success strategy in place to help you breeze right through exam day!

6. Are there more resources?

Yes, of course! Bookmark the Salesforce Admin Career Development page where you can find all of the resources designed to help you grow your Salesforce Admin career.

The Trailblazer Blog

Discover expert insights to help you develop your career, connect with Trailblazers, learn Salesforce, and earn certifications. Explore practical how-to guidance, authentic peer perspectives, and inspiring Trailblazer stories.


Leave a Comment