In order to log in as a Community Hub user, staff must have the “Modify All Data” permission. From an account, click Log in to Community as User. Full Answer How to login as a community user in Salesforce? In order to login as a community user first you need to create a community in … Read more
Which version of Salesforce does demandtools support? Unlimited, Enterprise or Professional Salesforce and MS Windows (any version). DemandTools also functions via VMware or BootCamp for the Mac. The Validity team works with thousands of the top Salesforce admins from around the world and strives to respond to cases within one business day. How does demandtools … Read more
Load Opportunity Products records with Data Loader. Open Data Loader. Click on Insert and log in with your organization’s credentials. Select the Show all Salesforce objects. Select the Opportunity Product (OpportunityLineItem) Click Browse to select where the CSV that you prepared. Click Next, click OK. Click Create or Edit a Map. Click Auto-Match Fields to … Read more
LivePerson and Salesforce Marketing Cloud Integration Gather leads, trigger automated emails and put your email marketing on autopilot in Salesforce Marketing Cloud. Sync contact data, manage deal flow and automate your sales pipeline in LivePerson. Go to “API” Tab and click “Manage” and then “New.” Fill in the App Name: “SFDC Integration,” Developer:“LivePerson” and then … Read more
Salesforce Lightning makes it easier to build responsive applications for any device, and encompasses the Lightning Component framework and helpful tools for developers. Lightning includes these technologies. Using Lightning, you can create responsive, professional apps and attract more customers. With the Lightning Customer Community feature, companies can provide a more personalised customer experience and increase … Read more
Lightning Salesforce is a modern, fast, and intelligent user interface. It is built with a sales-centric mindset, focusing on helping sales representatives work more naturally on a daily basis. With Lightning Experience, Salesforce users will get an intuitive and intelligent user interface. Lightning Experience is built with proven Salesforce1 Mobile App technology. Lightning Experience is … Read more
One of the best ways to learn Salesforce is to jump right in and start trying things out. Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. 1:12 9:26 LEARN SALESFORCE FAST!! – YouTube YouTube … Read more
How to Create a Lead in Salesforce Sign into your Salesforce account. 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 the list of current contacts. … Read more
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… When you convert a lead, Salesforce creates an account, … Read more
A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead’s product interest, budget, and timeframe. Quick Takeaways. A Salesforce lead is an unqualified contact, while a Salesforce … Read more