How to create a record in salesforce

Create Record Types. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. Sales User. System Administrator. Create Records from Object Home Pages Click the object for the kind of … Read more

How to create a quick text in salesforce

How to Setup QuickText in Salesforce? Enable Quick Text. If you’re using Lightning Experience, the quick text is automatically enabled. … Create Quick Text Messages. Create custom predefined messages to insert into emails, chats, tasks, events, and more. … Insert and Use Quick Text. … Full Answer How to send text message from Salesforce? Mogli … Read more

How to create a page layout in salesforce

How to create custom Page layouts in Salesforce? Select the existing page layout from the drop down menu. Enter page layout name. Click on Save button. Create Page Layouts From the management settings for the object that you want to edit, go to Page Layouts. Click New. Optionally, choose an existing page layout to clone. … Read more

How to create a new org in salesforce

Log in to the Environment Hub, and then select Create Org. Choose an org purpose. Purpose Lets You Create: Development Developer Edition orgs for building and packaging apps. Test/Demo Trial versions of standard Salesforce orgs for testing and demos. … Enter the required information for the org type you selected. Read the Master Subscription Agreement, … Read more