In Salesforce: From Setup, enter Data Import Wizard in the Quick Find box, then click Data Import Wizard. Click Launch Wizard! Under “What kind of data are you importing?” click Accounts and Contacts. Under “What do you want to do?” select your desired action. How to import contacts into Salesforce? How to import contacts into … Read more
How to Send Mass Emails in Salesforce Lightning At the top of your screen, you’re going to find “Contacts” to view the entire list of your contacts. Because you have “All Contacts” selected, you’re going to need to go through and uncheck any people that you don’t want to send the mass email to. If … Read more
Use the Campaign for sending Mass Email. Click Contacts | Mass Email Contacts . Create a View, and then select the Campaign. Select a list view of recipients, and then click Go . On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. If you have the … Read more
How to Send Mass Email in Salesforce First, you must choose the type of recipients to whom you would like to send mass email in Salesforce. Select a way to view each list of recipients and click “Go!” The default setting features all of your recipients selected. … Click “Next”. Choose from the available templates. … Read more
Delete records via the Mass Delete Tool: Click the Reports tab. Click New Report. Click Activities folder | click Task and Events. Click Create. Filter your Data. Make sure that the filter Subject starts with “Unresolved Email:” is included and that the Activity ID is added on your report. Run Report and click Export Details … Read more
Navigate to Setup. In the Quick Find box, type Mass Delete Records and select it. A list will appear with what records are available to delete. In this example, we’ll select leads. In the first step, Salesforce will tell you exactly what data will be deleted by this process, and where it will go. … … Read more
To use Mass Delete Records in Salesforce, follow these steps: Navigate to Setup. In the Quick Find box, type Mass Delete Records and select it. A list will appear with what records are available to delete. In this example, we’ll select leads. In the first step, Salesforce will tell you exactly what data will be … Read more
Solutions are : Open the Opportunities tab, go to the view All Opportunities and delete all the opportunities one by one. (time consuming one!!!) The mass delete Accounts feature gives you the option to delete related contacts and opportunities as well. Use the Data Loader. … To use third party apps like Jitterbit etc. Open … Read more
How to Mass Delete in Salesforce Click (Your Name)->Setup->Data Management->Mass Delete Records. Click the link for record type you wish to delete. Remember from the above, some record types may not be deleted. Look closely at the information that will be deleted, as this is not undoable. Specify conditions for selected items, such as “State … Read more
How to Mass Delete in Salesforce Click (Your Name)->Setup->Data Management->Mass Delete Records. Click the link for record type you wish to delete. Remember from the above, some record types may not be deleted. Look closely at the information that will be deleted, as this is not undoable. Specify conditions for selected items, such as “State … Read more