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
To do a mass conversion on all records found in your job, click the box at the top of the check box column to select All records. Then, click the Mass Convert Leads button to run the process on all of the records.Oct 29, 2021 How to convert leads to contacts in Salesforce? The first … Read more
Ways to Convert Mass number of leads in few clicks: Goto BOFC Application and open “ Bulk Lead Conversion ” page It will open this page for Lead conversion This page has three options using which user can select the leads which needs to be converted Use Salesforce Standard… We have detailed separate Blog & … Read more
Click Change next to the Owner field. … Enter or select a new owner. … Select the Send Notification Email checkbox to notify the new owner. … Depending on the type of object you are transferring and your user permissions, the following checkboxes may also appear: Checkbox Description Appears For Change Division Transfers the record … Read more
Type ‘Object’ in the Quick Find box and then click ‘Object Manager’. Scroll down or type ‘lead’ in the search box & Click Lead. Select Fields & Relationships and then click Map Lead Fields. Map Lead Fields to Accounts, Contacts and Opportunities Click the gear icon in the upper right and click Setup. Click the … Read more
Map Your Custom Lead Fields From the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields. For each custom lead field, choose the field into which you want the information inserted when you convert a lead. Save your work. Map Your Custom Lead Fields From the object … Read more
If you’re using the Salesforce Lightning Experience UI, click the App Launcher icon and select DataFox Settings. How Field Mappings Work You can map fields for the Account, Lead, and Contact objects in Salesforce. These mappings determine how Oracle DataFox information enriches fields in Salesforce. From the object management settings for leads, go to the … Read more
From the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields. For each custom lead field, choose the field into which you want the information inserted when you convert a lead. Save your work. Map Your Custom Lead Fields From the object management settings for Leads, go … Read more
Creating Salesforce Reports Click on report tab and then click in new report button. You will navigate to below screen Select the report type ( which type of report you are creating ) and click on Create button. You will navigate to below screen. … Click on Save your report once you done with your … Read more
6 Ways To Increase Your Salesforce Earning Potential Carve out a niche. Making yourself an expert in a niche field will only increase your demand for work. … Location, location, location. They say that location is key, and never has this been truer than in regard to increasing your earning potential. Keeping up to date … Read more