1. Create a new Custom Field with the “Formula” data type. In Salesforce Classic: Click Setup | Customize | Case | Fields | New | Data type Formula In Salesforce Lightning: Click Setup | Object Manager tab | Case | Fields & Relationships | New | Formula 2. In “Field Label” enter Case Age in … Read more
User must log on to salesforce.com. Now go to cases. Now click on New Button. Now enter Contact name, Account name, Status, Priority, Case origin, Subject and description for a case. Now you can click on Save or Save and close, Save and New, Check Spelling and Close. If you click on Save the Case … Read more
Customize Campaign Types in Lightning Experience. From Setup, enter Object Manager in the Quick Find box. Then click Object Manager. Click Campaign. Click Fields & Relationships. Click the Type field. 0:00 2:59 How to Create A Campaign in Salesforce Lightning Experience YouTube Start of suggested clip End of suggested clip So what we can do … Read more
Ways To Use Salesforce Campaigns Downloadable Web Content. Many companies have valuable content that they give away for free on their website. eBooks, for example. Webinars and events. As you’ve seen, at GSP, we use Salesforce Campaigns for all our webinars. We’ve integrated Pardot with GoToWebinar to make the process seamless. One-off promotional emails. Many … Read more
The steps involved in connecting REST API to Salesforce using OAuth are as follows: Sign up for Salesforce Developer Edition Set Up Authorization Connect REST API to Salesforce using OAuth Full Answer What is the use of Salesforce API? What is Rest API? Bulk 2.0 API Metadata API Connect REST API Why we are using … Read more
What is ant migration tool Salesforce? Open a command prompt. Run Ant by specifying a target name in build. xml. If this is the first time you are running Ant, use ant… More … Full Answer Is the Ant Migration Tool included in the Salesforce Master subscription? Note The Ant Migration Tool is a free … Read more
Upload the Static Resource Click and select Setup. From Setup, enter static in the Quick Find box, then select Static Resources. Click New. Create the static resource as follows: Name: sound1 Cache control: Private Upload the audio file of your choice, using… Name: sound1 Cache control: Private Upload the audio file of your choice, using … Read more
Import Opportunities into Salesforce. Watch How To Import Data into Salesforce Series to prepare a .csv (comma separated values) file. For more information, review Prepare a CSV file for … Open Data Loader application and click the Insert button. Log in to Data Loader using your Salesforce credentials plus the security token. Please review, Reset … Read more
Click the “+” icon on the Navigation bar Click “Documents” Click the “New” button Fill up the Document Name Tick the checkbox for “Externally Available Image” Select the folder you want it to be saved Upload the logo by clicking on “Choose File” Find the file on your Computer and click “Open” Click “Save” More … Read more
Guide : How to upload a profile picture in Salesforce Lightning1. Click the View profile icon 2. Click your name 3. Click the camera icon on the default pr… Upload your image file to the Product Media record.…Obtain the Salesforce Record ID for the image file. Click on the image you uploaded. From the Header … Read more