Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How to … Read more
Create a Custom Field for Principal. In Setup, use the quick find box to find the Object Manager. Click Account | Fields & Relationships and click New. Select Currency and click Next. In Field Label, enter Principal. Field Name populates automatically. In Decimal Places, enter 2. Because this is a currency amount, we want two … Read more
Create a community User: Create a contact under an Account. Go to the Account, click New Contact from the Contacts related list. Fill in the appropriate details. Click Save. The A ccount that the new contact is associated with must have an account owner that is assigned a role. … On the contact detail page, … Read more
Open Community Builder. Add a New Page Click on New Blank Page. You can view the layout you created. Select it for the page. Fill the information, and create page. How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on … Read more
Required Editions and User Permissions. On an object home page, select a list view with data you want to visualize. Click . In the Charts panel that appears, click . Select New Chart. A dialog box appears. Enter a chart name. Select a chart type: vertical bar, horizontal bar, or donut. Select the aggregate type, … Read more
Here are the new steps: Log in to Salesforce Help Click Contact Support. Click Create a Case on the “Create a Case” tile. Click Product or Technical Support or, if an Account Billing inquiry (not CPQ or Salesforce Billing Product Inquiry), click Billing. Fill in the required Case fields, then click Submit. To create a … Read more
Classic Instructions: Click the Lead tab Open the Lead record which needs to be converted and click Convert In the Account Name field, select Attach to Existing Account (Eg: Big cars Account) Complete the other details on the page as per the requirement and click Convert More items… Lightning Experience Instructions: Navigate to the Lead … Read more
Classic Instructions: Click the Lead tab Open the Lead record which needs to be converted and click Convert In the Account Name field, select Attach to Existing Account (Eg: Big cars Account) Complete the other details on the page as per the requirement and click Convert Since a Contact with same name already exists in … Read more
See more How do I contact Salesforce support? ⚠️ Standard Success Plan Customers: If you have not purchased a Salesforce Success Plan, please note that phone support is only available for Severity Level 1- Business Stopping Issues….AMER.Region or CountryToll Free Phone NumberAvailable LanguagesAMER1-800-667-6389EnglishCanada1-877-282-1987French, English Does Salesforce support live chat? Log in to Salesforce Help. Click … Read more
How To Connect Visual Studio Code To A Salesforce Sandbox Download and Install VSCode if you do not have it already. You can download the latest version here https://code. Install Salesforce Extensions For VSCode. Open VSCode and go to the Extensions tab on the left. Then type in… Install Salesforce CLI. You can download the … Read more