How do I create a new Dev Org? Step 1) Go to module then go to “Hands-on Challenge”. Step 2) Click on Create a Trailhead Payground. Step 3) Then wait for some time. Then select new Trailhead Playground like below and click on Launch button. 0:58 3:15 How to create new Salesforce Developer Org – … Read more
Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How to … Read more
How To: Create a Campaign in Salesforce After signing into your SFDC account, go to the “Campaigns” tab. … In the “Recent Campaigns” section, click “New” (small button, top of page). You will then be taken to the “Campaign Edit” screen, which allows you to change the fields and information within your campaign. More items… … Read more
In Setup, go to objects and select the custom object you want to create master detail relationship. In the selected custom object, click on new in the custom fields and relationships list. Select Master-detail relationship and click on next where you will get a pick list to select the other object which you want to … Read more
Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down … Read more
Salesforce: Create a follow-up task in Salesforce. Go to Process Builder/Flows in Salesforce Setup and create a process that starts when a record changes. Add the Contact object. Set the process to start when a record is created or edited. Add the criterion: <NPS Last Responded> <is changed> <Boolean> <True>. Add the criterion: <NPS Score> … Read more
Creating a form in Salesforce Sign in to your Salesforce account. Click Setup (gear icon). Enter Web-to-Lead in the Quick Find box and then click Web-to-Lead. Click Create Web-to-Lead Form. Select fields to include on your Web-to-Lead form. … Enter a Return URL. … Click Generate. … Creating a form in Salesforce Sign in to … Read more
Create a Dashboard. Click the Reports tab, click New Report and select Leads as the report type. Click Continue. Click Filters and edit these standard filters: For the Show Me standard filter, select All Leads. Click Apply. For the Date Field standard filter, select Create Date. For Range, select All Time. Click Apply. To create … Read more
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. We recommend that you choose a name that: Reflects the purpose of this sandbox, such as QA. … Select the type of sandbox you want. If you don’t … Read more
Create Picklists. From Setup, click Object Manager and select Lead. Select Fields & Relationships and click New. Select Picklist as the Data Type. Click Next and fill in the details. Enter Region for the Field Label. Select Use global picklist value set, then select Region from the picklist. For Description, enter: Customer’s geographical region—for sales … Read more