How does Salesforce help increase sales? It provides a complete overall view of leads, keeping a regular update of a record, and creating a regular follow-up routine to target the prospecting leads will further result in increased sales. Cordial relationship with customers: Building a healthy relationship with customers leads to long-term benefits. Why is Salesforce … Read more
Best ways to learn Salesforce for free in 2022 Learn Salesforce with Gemma Blezard. … Subscribe to Francis Pindar’s Vlogs and Podcasts. … Get a free demo of Jan Bask training. … A free month of LinkedIn Learning. … ‘Learn AI with Salesforce’ webinars. … Salesforce official training. … Training and certification at Salesforce events. … Read more
how do I sync outlook calendar with salesforce? Login to Salesforce Click your name at the top right corner Click Setup In the search box on the left search for outlook You should then see “Salesforce for Outlook” Click that Click download Steps to Integrate Outlook and Salesforce Open your Salesforce Org. Click on Setup. … Read more
To change the UI from Salesforce Classic to Lightning Experience: Click your name. Click Switch to Lightning Experience. Note: You can also simply click Switch to Lightning Experience to the left side of your name. Full Answer How to migrate to lightning experience from classic Salesforce? Lightning Knowledge is simply Salesforce Knowledge in the Salesforce … Read more
Change the UI from Lightning Experience to Salesforce Classic Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic. How do I turn on Classic mode in Salesforce? If the permission is not enabled, please contact Salesforce Support for assistance.Navigate to Setup | Users | Profiles.Click the User’s profile.Click … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select… More … Share a Report or Dashboard Folder in Lightning Experience … Read more
Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. From the Share With dropdown, select who you want to share with For Name, enter the name you want to match. Sharing Content with Other Users Navigate to the Reports … Read more
Share a Report or Dashboard Folder in Lightning Experience Click next to the folder name on any page that lists report or dashboard folders. Click Share. Form the Share With dropdown, select who you want to share with. On the Reports tab, hover over a report folder in the left pane, click. , and then … Read more
How do I share a dashboard in Salesforce? To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. Navigate to the Dashboards tab. Select … Read more
How to Schedule a Report in Salesforce Lightning Navigate to Reports and choose the report you want to schedule. … In the Edit Subscription window that pops up, find the Schedule tab and set up your report schedule: frequency, time and day, email report settings, etc. May 4, 2022 How do I schedule a report … Read more