Work Your Opportunities Learning Objectives. Describe how to use opportunities. Create an opportunity. Add contact roles to an opportunity. Opportunities as Deals. Opportunities are deals in progress. In Salesforce, you can create opportunities for existing… Opportunity Stages. If you’ve worked in sales, you know that deals usually progress from tentative to firm… More … Full … Read more
Get Started with the Salesforce Mobile App Learning Objectives. Identify the flavors of the Salesforce mobile app available to you. … Welcome to Salesforce on the Go. … Get Access to the Salesforce Mobile App. … Log In to Salesforce. … Get Around in the Salesforce Mobile App. … Get More Done with Actions. … … Read more
How to use Map methods in Salesforce Creating a Map: Different Methods in Map: put (key, value): It returns the value with given key in the map. From this, we can see that values can be duplicated. clear (): It removes all the key-value mapping pairs from the map. get (key): It returns the value … Read more
Salesforce Lightning Inspector. The Chrome extension adds a Lightning tab to the DevTools menu. Use it to inspect different aspects of your app. Navigate to a page containing an Aura component, such as Lightning Experience (one.app). Open the Chrome DevTools (More tools | Developer tools in the Chrome control menu). Open the Chrome DevTools (More … Read more
14 Easy Salesforce Lightning Tips And Tricks That Will Please Salespeople Set every Lightning page to default on Details. Utilise Einstein Search. Add Related List Quick Links to Lightning page layouts. Use Lightning Paths to move Stages. Update opportunities using the Kanban view. Make it easier to add products to opportunities. Customize Dashboard components to … Read more
What is the use of Salesforce Inspector Chrome extension? Salesforce Inspector as a Chrome Extension also serves the purpose of transacting Data in and out from Salesforce. The Exported Data can be further formatted to Excel or JSON or CSV file. It also enables the user to transport any deleted data in the recycle bin … Read more
Just click on the button or type the keyboard shortcut ⌨️ ALT+I to open Inspector, if you are on a record, the extension displays some information about it, such as the creation date, record type…, by clicking on “Show all data” Inspector displays all the values of the record fields Data Export Full Answer Why … Read more
Here’s how I use Salesforce Inbox all day long: Send and receive emails. Log emails from an email message to a Salesforce record. Create a new Salesforce lead, contact, opportunity, case or task directly from my inbox and into Salesforce. Access my calendar to view and add meetings and events directly. Manage my daily to-do … Read more
How To Use Salesforce For Project Management Salesforce Tasks. The Salesforce Task object allows you to assign tasks to one or multiple individuals and set reminders to ensure work gets done on time. Chatter. As any project manager knows, good communication is critical to project success. … Account Teams. A major project manager responsibility is … Read more
Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t have to do any data preparation or manage models. Simply put your data in Salesforce and any features you have that are powered by Einstein will use that data to make you smarter and more predictive about your customers. Einstein is seamlessly … Read more