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
the only way to export/print your schema is to use an ERD tool. I recommend you to try ERBuilder for Salesforce, you will be able to export your schema as a PNG or print it directly. Hope it helps you.Sep 24, 2020 How do I create a schema builder in Salesforce? Schema Builder is available … 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… Convert Leads to Contacts and Accounts in … Read more
You can use a connected app to link your users with a third-party app. User provisioning for a connected app simplifies account creation and links your Salesforce users’ accounts to their third-party accounts. After the accounts are linked, you can configure the App Launcher to display the connected app as a tile. Full Answer How … Read more
Access files in your libraries from Libraries in the left navigation panel. Search (2) to find the files you need. In Salesforce Classic, filtering your file list also filters your search. To search all files you have access to, select the Recent filter. Upload files to Salesforce (3). Full Answer What happens to files that … Read more
To close a case, follow these steps: On the case record, click the Close Case button. The Close Case Edit page appears. … Fill in the appropriate information, including the Status and other custom fields and information your organization wants to capture. … If you’re using Solutions, fill out the Solution Information section to create … Read more
1. Log into salesforce Go to lightning view and click on opportunities Back to top 2. Click on opportunity that you want to clone 0:02 0:34 How to Clone a Lead in Salesforce Lightning – YouTube YouTube Start of suggested clip End of suggested clip Click on leads select elite click on arrow down button … Read more
Now we need to set the Clone configuration to put the original record’s Id into the “Delete Source Id” custom field, so it is there for the Process Builder. Open the Super Clone Pro configuration for your object. Find the “Delete Source Id” field in the list, and set the field Action to “Action Formula … Read more
Use the NPSP Contact Merge Tool Find and select Contact Merge through the App Launcher ( ). Click Search Contacts to find contacts you would like to merge. … Enter the name of the duplicate contact in the search bar, then click Search. … In the Found Contacts list, select the contacts to merge. … … Read more
Select Featured Topics. Click in the Select a topic box and select Customer Support. Click + Add. Click in the Select a topic box and select Social Groups. Full Answer How do I add topics in Salesforce classic? These steps outline how to add topics in Salesforce Classic. In Lightning Experience, when you post or … Read more