Create a Contact In the Related Contact tile of the Household tab, click + Add Contact. In Lightning Experience, click + New Contact in the Related Contact picklist. … Select the Person Account record type. … Click Next. Enter the contact’s last name. Enter the contact information that your company uses to manage contacts. More … Read more
Click New Community. Select the template. Click Get Started. Enter a community name and URL. Name the community <your first name and last name>. Specify the optional URL. … It’s important that you specify a URL, even though this field says optional. … Click Create. More items… To create communities go to setup -> Build … Read more
Clone the existing Process and create a new version. On the First Criteria node ‘Opportunity Won’, click on the ‘+ Add Action’ button. Select Post to chatter as the action type. Define the Name of the Action :’Post to User’ In the picklist ‘Post To’ select: This Record Then next all you have to do … Read more
Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. … Click the “New” button. Campaign Name: the field to type your Campaign’s name into is free text. … Fill in the other fields (the order … Read more
Creating and Deploying Custom Buttons in Salesforce Classic: Navigate to a Salesforce Object (i.e. Opportunity) Click Edit Layout Select ‘Buttons’ Drag and Drop the custom button Click Save or Quick Save. First of all, make sure you have the proper permissions to create a custom button in Salesforce. Next navigate to Setup > Customize > … Read more
Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options Select “Save As” option Enter the name of your new dashboard and the Folder you will want to save this report The default is “Copy … Read more
To convert lookup to the master-detail relationship you need to give parent record on all child records. This is because a master-detail relationship does not allow for ‘orphaned’ child records. Once you have a lookup with each child having a parent than you can go back and convert the lookup field to a master-detail. To … Read more
Classic Instructions: Click the Lead tab. Open the Lead record which needs to be converted and click Convert. In the Account Name field, select Attach to Existing Account (for example: Big cars Account) Complete the other details on the page as per the requirement and click Convert. More items… How do I convert a lead … Read more
Classic Instructions: Click the Lead tab Open the Lead record which needs to be converted and click Convert In the Account Name field, select Attach to Existing Account (Eg: Big cars Account) Complete the other details on the page as per the requirement and click Convert More items… Lightning Experience Instructions: Navigate to the Lead … Read more
Can you connect Salesforce to Power BI? Connecting the Platforms Power BI gives users the ability to easily connect with their Salesforce account, so they can retrieve their Salesforce data in Power BI. This can be done by downloading the “Analytics for Salesforce” app and connecting it to your org using your Salesforce credentials. How … Read more