To change Lead owner for multiple records. From the Leads tab select one of the available Lead views. Select all Leads you would like to assign to a new owner. Click the Change Owner button located above the list view. Select a User or a Queue as the new owner. Click Save. On the record … Read more
To get minutes: 1000ms/sec * 60sec/min = divide by 60,000 To get hours: 1000ms/sec * 60sec/min * 60min/hr = divide by 3,600,000 To get it in a time format (hh:mm), you could make your formula a text field and do some sort of the following: Full Answer Can I add or subtract the hours in … Read more
How to update a Record Type to Master? From Setup, enter profiles in the quick find box, select Profiles. In profiles, select System administrator profile. Drag down then you will find Record Type Setting section. In that you can see Accounts with edit option. Click Edit.First Remove your custom record types from the Selected record … Read more
Change your billing details, including address and credit card details, when anything changes. Get help from Sales and Support Contact your account executive directly, or open a support case right from the Checkout home page. How can I contact the billing department? Go to “Home” in Checkout, click “Contact Us“ and select “Billing” Topic. Fill … Read more
This formula will calculate ACV: Total contract value x number of years = ACV. If a customer signs an agreement for a five-year contract worth $50,000, your ACV would then be $10,000. If the contract is written every month, you can multiply 12 by the monthly recurring revenue (MRR). Full Answer What is the trick … Read more
When can I add products to my Salesforce product line? You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-667-6389 to see what works for your business. Questions? We’ll put you on the right path. Ask about Salesforce products, pricing, … Read more
Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How should … Read more
How to Study for Certification Official Training Programs. Salesforce offers a great training class for every one of it’s certifications. … Self Study. Those of you who are real go-getters may be more inclined to study at your own pace using Salesforce’s extensive documentation. Community Documentation. There is an endless amount of certification study material … Read more
How to Become a Salesforce Trainer Qualifications for a Salesforce trainer include Salesforce certification and extensive experience using Salesforce, typically as an administrator or developer. Other requirements include knowledge of all Salesforce applications, including those for sales and marketing, customer service, and community building. Qualifications for a Salesforce trainer include Salesforce certification and extensive experience … Read more
How do you become a Salesforce MVP? The first round is a public vote, so anyone can vote for someone that has made a difference to them, in line with the… Once all the results are collected and reviewed, the nominations are passed to current Salesforce MVPs to give their… Next, the Salesforce Trailblazer Community … Read more