To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on New communities button . And enter name, description and url and click on create button. How do I enable community portal in Salesforce? 0:008:29Setup Salesforce Community (Part 1) – YouTubeYouTubeStart of suggested clipEnd of suggested clipGood … Read more
Click the Groups tab, click New. Fill in the new group information: Group Name: All Support Description: Collaboration space for all things related to Support Access Type: Private Click Save & Next, Next, then Done. Post a welcome message to the All Support group. … Click Share. Full Answer What is sales collaboration in Salesforce? … Read more
Create a Campaign in Salesforce From the Campaigns tab, click New. Enter a name for the campaign. Select a campaign type, such as advertisement, email, webinar, conference, and so forth. Select a status for the campaign. For now, enter an estimate for Budgeted Cost and Expected Revenue. Enter a description. Click Save. Can we create … Read more
Required Editions and User Permissions Edit a report. Find the column you want to bucket in the report preview, then click. | Bucket This Column. … From Field, choose a field from the report type. … From Bucket Name, enter a name for the bucket column. Add buckets and choose values for each bucket. … … Read more
How To Create New Users In Salesforce Lightning Platform. Step 1. Login to the Trailhead account and launch Trailhead Playground. Step 2. Click the setup gear icon and click the Setup option to enter a Lightning platform setup page. Step 3. In the Quick Find search bar you can enter “User” and then click the … Read more
Creating and editing tickets in Salesforce In Salesforce, click on the App Launcher icon in the upper left, and select an Account, Contacts, Leads, or Opportunities page. In your ticket view in your Salesforce page, click New ticket. Enter details in the new ticket form. … Click Submit as. Jan 5, 2021 How do I … Read more
How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit. Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts. 0:02 … Read more
How to create a task or case in Salesforce Locate your flow. In Salesforce Setup, search for Flows. … Add a Create Records element to your flow. From the Toolbox on the left-hand side, under Data, drag a Create Records element to the flow, and drop it … Connect the elements. … Save and activate … Read more
How to create a Tab in Salesforce.com: From Setup, click Create > Tabs. Click New button in the Custom Object Tabs section. Please select the required custom object (i.e. … Specify Tab Visibility Choose the required user profiles for which you want the new custom tab will be available. … Add to Custom Apps Full … Read more
Click Filters, and add a new filter for the Stage field. Select equals for the Operator. Select the values Closed Won and Closed Lost. Click Apply. Click Add Chart. Click in the upper right corner of the chart to edit the chart properties. Choose Stacked Bar as the chart type. 2:05 6:26 How to Create … Read more