How to use developer console in salesforce Go to debug -> and click on “Open Execute Anonymous Window” or Ctrl/E Enter the code in that window and execute. After executing the code every time log is created. If you select open log check box, then directly it will navigate to Log. We can create/open classes, … Read more
How to use Salesforce CRM? Create a Free Trial Account To get started with the Salesforce CRM, you can start with the free trial account to check all the features and options before you … Salesforce Dashboard Once you create your account, you will be directed to the dashboard. … Create / Add Users Full … Read more
Steps to get started. Get up and running in no time at all. Turn it on! Find peers. View, share, and post! Connect with colleagues. More items 2:53 35:03 Using Salesforce Chatter – YouTube YouTube Start of suggested clip End of suggested clip Don’t send an email on it post it up to chatter. Share … Read more
Start the app by tapping the Salesforce icon on your home screen. You see the login page. Enter your username and password. Tap Log In . There are a few extra steps to log in to an environment other than production. For iOS devices: On the login page, tap . To add the new environment, … Read more
Go to the “Reports” in salesforce. Click on the arrow button and select “Open in Quip” Choose any report to and click on “Open in Quip.” This will create a corresponding Quip document. … Use the “Live Data” button to change data settings, open the report in Salesforce or view the report owner. Full Answer … Read more
Open Quick Text in your app. In Salesforce Classic, click the Quick Text tab. In Lightning Experience, select Quick Text from the item picker. Click New. If you have more than one quick text record type, select a record type for the new message, and then click Continue. Enter a message name. Use a name … Read more
Go to the ‘Set-up’ menu and search for ‘Queues’ in the quick search panel. Select ‘Queues’ from the given options and then ‘New’. Decide on an apt label for the Queue and browse the other options from assigning a common e-mail for the team or receiving notifications upon the arrival of new leads. Next, select … Read more
Create a Process From Setup, enter Builder in the Quick Find box, and select Process Builder. Click New to create a new Process. … Choose Object and Specify When to start the Process Click Add Object Select the Object on which you want to create the Process. … Define Criteria Click Add Criteria. … More … Read more
Create a Process From Setup, enter Builder in the Quick Find box, and select Process Builder. Click New to create a new Process. … Choose Object and Specify When to start the Process Click Add Object Select the Object on which you want to create the Process. … Define Criteria Click Add Criteria. … More … Read more
How to Use Salesforce Queues with Pardot to Reassign Qualified Prospects Create a Marketing Queue in Salesforce. Enter a label and a queue name. … Map the Queue into Pardot. In this step we will map the Marketing Queue we have just created into Pardot so it is ready to be used in … Assign … Read more