In Setup, use the quick find box to find the Object Manager. Click Account | Fields & Relationships and click New. Select Formula and click Next. In Field Label, enter Future Date. Field Name populates automatically. Select Date and click Next. Enter the following formula: TODAY() + 3 When adding days to a date, Salesforce … Read more
Navigate to the opportunity that you want to edit. In the Products related list, select Add Products, or select Edit next to a product in the list. … Find the products you want to add to this opportunity. … In the Quantity field, enter the number of products at this price. Enter the sales price … 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
Add a Filter Open the dashboard you want to filter and click Edit. Click Add Filter. Next you need to specify the fields you want to use to filter the dashboard. Enter a field name or select it from the Field list. Components in the dashboard are often based on different Salesforce… Specify the Filter … Read more
1. Click Create | Workflow & Approvals | Process Builder and then click New. 2. Fill-out the fields to define your process. 3. Click Save . 4. Add Criteria. 5. Now click Add Action . a. Navigate to: b. Click the Name of the Process Builder grayed out “Activate” Button. From Setup, enter Builder in … Read more
Activate the Approval Process From Setup, go to Process Automation| Approval Processes. Select the approval process that you created, for example, On-Site Approval Process. Click Activate, then click OK. From Setup, go to Process Automation | Approval Processes. Select the approval process that you created, for example, On-Site Approval Process. Click Activate, then click OK. … Read more
Activate a Flow Click Edit in the Sync Service Cases – ServiceNow to Salesforce to Slack flow. In step 1 of the flow, click the ellipsis icon, and then select Change Connection. Click the Connection picklist and select Add New ServiceNow Connection. Configure the connection to your ServiceNow production data, and then click Create. MuleSoft … Read more
You can access your sandbox by going to https://test.salesforce.com. To log in, use your password from the day the sandbox was created and add a period and your sandbox name to the end of your normal username, such as [email protected]. Important Sandbox Settings and Notes To access your sandbox, click the link in the notification … Read more
The easiest way to access it by elevator is via the elevators on the south side of 1st St. The easiest way to access it by escalator is from the Grand Hall. … Visitors can also access via the Salesforce Tower bridge. They need to take the public elevators, accessed from a lobby on northeast … Read more
How do I access Einstein Analytics in Salesforce? From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Click Einstein Analytics Plus User or Einstein Analytics Plus Admin. Click Manage Assignments | Add Assignments. Select everyone you want to grant Einstein Data Insights access to. Click Assign. Users can access Einstein … Read more