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. Reflects the purpose of this sandbox, such as QA. Has only a few characters, because Salesforce appends the sandbox name to usernames on user records in the sandbox … Read more
How to Setup a Path in Salesforce Step 1: Create a New Record Type. Create a New Record Type on the object you would like to create the Path on and setup… Step 2: Enable the Path. Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After… Step … Read more
Create a Salesforce DX Project Create a Salesforce DX Project. A Salesforce DX project has a specific structure and a configuration file that identifies the directory as a Salesforce DX project. Configure a Scratch Org Definition File. … Ignore Non-Metadata Files. … Retrieve Existing Metadata. … Export Sample Data. … 3:02 10:48 Creating a Project … Read more
Create Process Click on the gear icon on the right hand top corner and click on setup. Then in quick find box type process builder and click on process builder. Click on the new button and fill out the new process details as below. Process name: Opportunity won API Name: Opportunity_won The process starts when* … Read more
How to Create a Custom Price Book in Salesforce Click the Manage Price Books link under the Maintenance section, near the bottom of the page. A Price Book page appears… Click the New button on the Recent Price Books related list. A New Price Book page appears in Edit mode. Complete the fields. Select the … Read more
Below are the steps to create a custom Platform Event in Salesforce: In Setup, select Platform Events in the quick find. Click New Platform Event. Fill in the standard fields. Platform Events provide two types of publishing mechanisms. Publish after commit is used to publish the event only… Click Save to create the platform event. … Read more
How to Create a Sales Pipeline in Salesforce Define Your Sales Pipeline Stages. Your first step to setting up a sales pipeline is to define your stages. … Set Up Your Opportunity Stages in Salesforce. … Customize Your Opportunity Fields. … Work Opportunities Through Your Pipeline. … 0:16 4:51 How to Create a Simple Salesforce … Read more
Quotes are created for only opportunitiesin salesforce to generate quotes for opportunities go toOpportunity Taband select the opportunity record. Step 1 :- Go to Opportunity Tab. Step 2:- Select the opportunity to which the quotes are to be received. Step 3:- Select New quote button as shown above. Select the products that you want to … Read more
Try It Yourself In your Salesforce org, click. … Click the Object Manager tab. … From the Object Manager. … From the sidebar, click Fields & Relationships. … Click New to create a custom field. … Next, choose a data type. More items… How do I add a field to Salesforce? To request immediate deletion … Read more
How Do I Create Email List In Salesforce For My Business? CONNECTING WITH PROSPECTIVE CUSTOMERS IN PERSON. There are a lot of promotional campaigns and meets that companies hold. FOCUS ON RELEVANT CONTENT IN THE EMAIL BEING SENT BY THE EMAIL LIST. Email is a very great way to communicate with… REWARD POINTS. The concept … Read more