If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. If you’re using Salesforce Classic, click the Create PDF dropdown list, and then select a template from the Recent Templates list, or click Choose Template and search for the template that you want to use. Can we generate … Read more
To create new lead go to Lead TAB and Select new. Enter all the Lead information as shown below. Enter Address information. Enter Additional Information and Description and Finally click Save Button. How do you generate leads easily? Before building out your strategy, take a look at the following 12 ways to generate leads for … Read more
Click App Builder . In the Application Explorer, on the My Apps pane, click [App Name] > Shared Resources > Access Tokens . Click New . On the New Access Token screen, select Salesforce . Click Next. Generate an Initial Access Token From Setup, enter Apps in the Quick Find box, then select App Manager. … Read more
Tip You can perform this and other administration tasks from the SalesforceA mobile app. From Setup, enter Users in the Quick Find box, then select Users. Click the username of the account you want to freeze. Click Freeze to block access to the account or Unfreeze to allow access to the account again. How to … Read more
Where can I find recycle bin in Salesforce lightning? Go to the Home tab in Salesforce. Scroll down toward the bottom of the page and click on the Recycle Bin link located on the left sidebar. In the Recycle Bin, you can switch between: More … How to access Recycle Bin, in Lightning Experience? Navigate … Read more
Custom fields in Salesforce Classic Go to Setup. Go to App Setup | click Customize . Locate the object the click Fields. Look for “API Name” column value in “Custom Fields & Relationships” section Standard objects Go to Setup. Go to App Setup | click Customize. Locate the object the click Fields. Look for “API … Read more
View Existing Report Schedules To view a report schedule, navigate to the Reports tab. Next, hover over the checkmark in the Schedule column. This shows you how often the report goes out and the next date it is scheduled to run. Keep in mind that Salesforce users who don’t have permission to schedule reports will … Read more
Open Cirrus Insight Settings ( wrench icon on the blue menu bar). Choose Account Information from the menu on the left. Locate your Salesforce User ID in the UserId field. If you’re submitting the ID on behalf of another user or you can’t access Cirrus Insight to get your own … Perform a search in … Read more
From Setup, in the Quick Find box, enter Export , and then select Export. If data translation is enabled in your org, select the Metadata Translation Type. Select which labels you want to export. … Select a format. … Click Export. … Locate the exported . More items… How do I retrieve metadata in Salesforce? … Read more
Open Workbench and login with your salesforce.com credentials. Use SOQL query option and input the SOQL query for exporting data. We can use SOQL to export simple data structures. Workbench recommends use of REST explorer for hierarchical/related data sets. To export data from Workbench, you need to opt for Bulk CSV in the “View As” … Read more