Click from right top side in your screen and then click Setup From the Home tab in Setup, enter Apps in the Quick Find box, then select App Manager. Click New Lightning App Enter details on below screen and click Next Click Next on below screen Click Next on below screen Select Tabs which we … Read more
Click the gear icon. Click Setup. Click Object Manager. Click Lead. Click Fields & Relationships. Click Lead Source. Click on New under Account/Lead Source Picklist Values. Add the New Lead Source option and if you have Record types, select the Record types where you want the new Lead… Click on Save. More … Full Answer … Read more
Sign into your Salesforce account. You will be asked for an email and a password. … 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 … Read more
A junction object is a custom object with two master-detail relationships, and it is the key to making a many-to-many relationship.…Create a Custom Junction Object From Setup, click Object Manager. Click Create, select Custom Object, and fill in the details. … Leave everything else as is, and click Save. How to create a custom object … Read more
Create a Joined Report From the Reports tab, click New Report. Choose a report type and click Continue. … The report opens in the report builder. … To add another report type to the joined report, click Add Block. … Customize the joined report with columns, groups, filters, and formulas. Click Save and name the … Read more
How do I create a joined report in Salesforce lightning? Creating Joined Reports in Lightning. Go the Reports tab and click New Report. Select the Accounts Report type. … Create a Joined Report. From the Reports tab, click New Report. … To create the report: Create a new report, selecting User and Opportunity Owner Custom … Read more
Creating a New Salesforce Folder Open the Salesforce Site.com Studio. Click on the Overview tab. Hit the All Site Content view under the Type Site list. Click on Create New Folder. Enter the new folder’s name. Hit Create. To create new folders: In the All Site Content view on the Overview tab, click New Folder. … Read more
How to Create an Email Template in Salesforce This is the login page for Salesforce. Sign into your Salesforce account. You will be asked for an email and a password. … Click on the small arrow next to your username. It’s in the upper right hand corner. Click My Settings. It’s in the drop-down menu … Read more
0:12 4:17 How to Create a Salesforce Developer Org – YouTube YouTube Start of suggested clip End of suggested clip So first things first we’re going to go to developer.salesforce.com sign up this is how you get toMoreSo first things first we’re going to go to developer.salesforce.com sign up this is how you get to … Read more
Create a Dashboard Click the Dashboards tab, then click New Dashboard. Name the dashboard Opps Pipeline. Enter Pipeline Summary for the description. Click Select Folder. To embed a dashboard in another page, the dashboard must be stored in a shared folder. … Click Create to save the dashboard and open the dashboard designer. Click + … Read more