How to Create a Lead in Salesforce Sign into your Salesforce account. Go to the “Leads” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. Go to the business account with which the lead is associated. Click the “New Contact” button above the list of current contacts. … Read more
Create a macro. In the Salesforce for Service Console, click the Macros widget. Click + Create Macros. For Macro Name, enter a name that makes it easy to understand what this macro does. For example, Replace email subject with “Steps for Resetting Your Password” . For Description, explain the purpose for this macro. How do … Read more
Below are the steps to create a Lookup Relationship as follows: Login to Salesforce Click to the Setup menu Go to the Object Manager then go to Favourite or enter Favourite in the Quick Find Box. Create a Lookup Relationship From Setup, go to Object Manager | Favorite. On the sidebar, click Fields & Relationships. … Read more
How to Create a Lead in Salesforce Sign into your Salesforce account. Go to the “Leads” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. Go to the business account with which the lead is associated. Click the “New Contact” button above the list of current contacts. … Read more
Drag-and-drop landing page builder for Salesforce CRM and Marketing Cloud. Build custom landing pages with ease. Launch any landing page you need with Digioh’s blend of ease and endless flexibility. … Engage visitors with personalized pages. … Sync data with Salesforce in real-time. … Fine-tune pages with A/B testing. … Get enterprise-grade power too. … … Read more
Set Up Lightning Knowledge. From Setup , choose Service Setup. Select the Knowledge Setup tile. Click Start. Select a Lightning Knowledge author and click Next. Maria selects Maria Jimenez and Ada Balewa. Maria skips entering the data category information. She’ll set that up later. Click Next. Click Finish. Lightning Knowledge Author From Service Setup, click … Read more
Create an Article Click the Knowledge tab. Click Create Article. Select the Knowledge article type. Create a title for your article, such as “Our company address.” Write a description, this goes under the title in the search results. Put your company address in the rich text area field you created in the last unit. … … Read more
How Do I Create A Joined Report in Salesforce? Go to the Reports tab and click New Report Select the principal report type for the report and click Continue. This will control how the common fields even if they… In top left corner, click the down arrow next to report and choose Joined Report and … Read more
Go To setup-> Build-> Create-> Workflow& Approvals-> Flows. Click on the New Flow button. The following screen will be shown. How do I create a flow in Salesforce? Open Flow Builder. … Select the Flow Type, then click Create. Drag the elements you want to use onto the canvas. … Connect the elements to determine … Read more
How do I create a dashboard in Salesforce? Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards … Read more