From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name (10 characters or fewer) and description for the sandbox. Reflects the purpose of this sandbox, such as QA. Has only a few characters, because Salesforce appends the sandbox name to usernames on user records in the sandbox … Read more
Follow these steps to add a new account: Enter the name of the account that you want to create in the Global Search field at the top of any page, and then click the Search button. … If you don’t get any results, select Account from the Create New drop-down list on the sidebar. … … Read more
Create a sales process in Salesforce by following these four steps: Define your Opportunity Stages. Create the fields that your sales process needs. Add custom features to control your sales process. Embed hints, tips, and materials that help salespeople with each stage in the sales process. How to Set up a Sales Process in Salesforce … Read more
How to Setup a Path in Salesforce Step 1: Create a New Record Type. Create a New Record Type on the object you would like to create the Path on and setup… Step 2: Enable the Path. Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After… Step … Read more
Create a Role Hierarchy From Setup, enter Roles in the Quick Find box, and select Roles. Select Set Up Roles and click Expand All. Below CEO, click Add Role, and then complete the new role details. … Click Save & New. Complete the next new role information. … Click Save & New. Complete the next … Read more
How do I create a custom REST API in Salesforce? In salesforce org navigate to developer console -> file-> new ->apex class menu options to create a new apex class.Sample custom Rest API with GET and POST methods.Sample custom Rest API with Put and Patch methods.GET method using workbench to query Salesforce case.Post method with … Read more
Steps Navigate to the Reports tab. Click New Report. Choose a Reports Type. The report type you choose determines which records are returned and which fields are available in your report. Select Create. Oct 1, 2020 How to create a Salesforce report? Step 1. Create a New Salesforce Report To find a Salesforce report, you … Read more
How to Set Up Salesforce Reporting Snapshots – Freeze Data for Future Reference Create a Report Folder and Report. This report should be of the data you want to capture (no more, no less.) I always recommend including ID values as well, … Create a Custom Object to hold the results of the Snapshot. The … 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… Click on Save your report once you done with your report customization (adding … Read more
5 Simple Steps on How to Create Reports in Salesforce Lightning Create a New Report. Open the Salesforce report builder by locating the Reports tab on the navigation bar and… Select a Salesforce Report Type. The system will then prompt you to choose a report type. There will be a long list… Filter the Information. … Read more