Occasionally, an Admin may need to assign a Salesforce license to a user before they can assign the Gainsight app to their profile. 1. In Salesforce, navigate to Setup > Manage Users > Users. 2. Click edit on the user’s record (or create a new user). Select the Salesforce Platform as the User license and … Read more
How do I add Salesforce Inbox to Outlook? Salesforce Inbox for Microsoft Office 365 installation instructionsGo to Office 365.Navigate to Organization | Add-ins.On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store.In the search field, enter Salesforce Inbox and click the magnifying glass search icon.More … Read more
Open Outlook on your desktop Click “File” in the top left hand of the screen Click “Manage Add-ins” on the info tab This will open up the web version of Outlook. Sign in to your account if necessary. An Add-Ins page will pop up. Search “Salesforce” in the search bar and click “Add” The add-in … Read more
Label it “Contacts” or whatever it is that you are counting up Choose 0 for decimal points Choose Grouping 1 Insert Summary Field should be “Record Count” Full Answer How do I build a report in Salesforce? Search all of Salesforce Help Analyze Your Data Reports and Dashboards Reports Build a Report Build a Report … Read more
How do I add a product to a 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 with a related list for recent price books. Click the New button on the Recent Price Books related list. A New Price … Read more
In Setup, click the Object Manager tab, and then select the object associated with your picklist field. Click Fields & Relationships. Click the picklist’s Field Label to see the field’s detail page. You have a few options on this page: New: Create a new value. Full Answer How do I create a dynamic list in … Read more
On the Page Layout editor, go to the “Salesforce1 and Lightning Experience” section and click on “override the predefined actions” if you see text in that section. On the top of the Page Layout edit page, under the save button, click on Salesforce1 Actions. This will show you all the available actions. Add “Log a … Read more
Adding a Lead Source value in Salesforce Login to salesforce.com. Click the Setup gear in the top right, then click Setup. Click the Object Manager. Scroll down and click either the Lead or Contact object, depending on which one you have LeadIQ set to create. This guide will use Contact just as an example. Click … Read more
In Salesforce, go to Reports > New Report… (or locate your existing report and edit it) Select the Report type you are working on (eg Leads or Contacts) and click Create In the Fields column on the left-hand side, find the Lead ID or Contact ID field Drag and drop it into the report Scroll … Read more
How do I add an email to Salesforce when I have the email open? Input the email address of the person you’re sending a message to (if you’re not responding to an email) and then… A small pop-up window will display two options: Quick Add and Custom. If you click on the Quick Add button, … Read more