How to use Salesforce for project management? How to use Salesforce for Project Management tasks. Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your Salesforce solution, you can track project milestones and streamline … Read more
How do I find the day of the month in Salesforce? Available in: both Salesforce Classic and Lightning Experience Available in: AllEditions Find the Day, Month, or Year from a Date Use the functions DAY( date), MONTH( date), and YEAR( to return their numerical values. Replace date with a value of type Date (for example, … Read more
To get started, create an External ID field on the desired object: Navigate to Setup. Navigate to Fields under the desired object. In Salesforce Classic: For Standard objects, click Customize | Object Name | Fields. For Custom Objects, click Create | Objects | Object Name | Scroll to Custom Fields & Relationships. Full Answer What … Read more
How to hire a Salesforce admin? How to hire the right Salesforce Admin for you You need to make sure your Salesforce admin is not only detail-oriented but also process-oriented. They should have excellent communication skills, as they need to clearly communicate with leadership in addition to their daily interactions with end users. How do … Read more
Deleting a Salesforce Campaign Locate the campaign you want to modify and open it. Click on the arrow in the upper right corner to open expanded menu options, and then click Delete. Salesforce will confirm that you want to delete your campaign; confirm before proceeding. Deleting a Salesforce Campaign Locate the campaign you want to … Read more
How do I create an endpoint URL in Salesforce? Go to Cog Icon > Add-ons. In the sidebar, under Cloud Connectors, click Mappings. Choose the desired Salesforce Object mapping and click Configure. At the Configure Mappings screen, you will see the > Endpoints label. You will see something similar to the following image: More … … Read more
How to Create a Campaign in Salesforce Sign into your Salesforce account. Go to the “Campaigns” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. Choose whether it is a “Parent” campaign or a “Child” campaign in the drop down menu for Campaign Record Type. Fill out … Read more
Required Editions and User Permissions From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules. Click New Rule. Choose the object to which you want this workflow rule to apply. Click Next. Give the rule a name and description. Set the evaluation criteria. … Enter your rule criteria. More items… How … Read more
How to create views in salesforce.com Click Lead Tab. Now view Click hyperlink called create new view. More … Required Editions and User Permissions Click Create New View at the top of any list page or in the Views section of any tab home page. … Enter the view name. … Enter a unique view … Read more
Please go to Chatter Tab and then on the left hand side click on ‘Files’. Then , in the Sidebar only, click ‘All Files’, it is present below Files as a child link. Here, you will find all the Files in your organization. Delete them accordingly and your space will get free. Setup | Administration … Read more