Required Editions and User Permissions Select a lead record. Click Find Duplicates. Select up to three leads in the matching leads list that you want to merge. If you want, enter a new lead name or company and click Search to find another lead to merge. How to merge contacts in Salesforce step by step? … Read more
Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.Sep 14, 2016 … Read more
How to merge contacts in Salesforce step by step? Step by Step Go to service set up Search and click on merge cases Choose where you want the merged case to go afterward Click Save Go to the case record (you may need to refresh the page) Click on the carrot at the top right … Read more
Opportunity is an object that can be imported by organizations that have API access using Data Loader. It can also be imported using Data Import Wizard for Essentials Edition organizations only (Review Bring Your Opportunities to Salesforce Essentials). How to import data into Salesforce objects? Apex Data Loader: Another free and easy-to-use tool that helps … Read more
Yes! In this blog, we are going to discuss how a novice can get a salesforce job without any prior experience. Getting started with your Salesforce career is not at all difficult. Although it takes time to get a salesforce job at the entry-level, however, it is achievable. Full Answer Can you get a job … Read more
What is the easiest Salesforce certification to obtain? What is the easiest Salesforce certification? Arguably the easiest Salesforce developer certificate to earn, the Salesforce Platform App Builder credential is best suited for individuals who possess limited developing skills and lack a strong conceptual understanding of the popular marketing management platform. How much does it cost … Read more
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.Dec 17, 2021 How to import contacts from Excel into Salesforce? Part … Read more
To support your account-based marketing efforts, you can add an account or a person account to a campaign as a campaign member. Add accounts anywhere you normally add a campaign member, such as reports and related lists. How do I enable Accounts as campaign members in Salesforce? How to enable ‘Accounts as Campaign Members’ In … Read more
Formulas are a valuable tool within Salesforce to help with calculating values. You have probably created formula fields on your objects, but did you know that you can also use formulas within reports? Well, you can, and they can add tremendous value.Nov 18, 2019 How to create a formula field in Salesforce? Step 5: Create … Read more
Salesforce has been dominating the CRM industry for years and with a 19,5% market share in 2018, it’s over double its nearest rival SAP. Although for many businesses, Salesforce is the one-to-go-to when it comes to CRM, it at the same time, has the highest rate of users replacing it for a different system. Will … Read more