When clicking on the Sales Price pop-over, instead of editing the Sales Price, the sales user can edit the Mark-up %. If the sales user changes the Mark-up % to 60%, then the Sales Price of the Product will be automatically calculated as $160 $100 + ($100 * 60%) = $160 Cost is $100, mark-up … Read more
Use a MapAnything Premium Data Layer or the Points of Interest search (powered by Google™) to identify new prospects and add them en masse to Salesforce in seconds. It frees up more time to sell by decreasing time spent territory planning, driving and tracking field activities. Full Answer How to install Salesforce maps? Required Editions … Read more
On the next page click the advanced formula tab. Once the advanced formula tab is click you will then see a list of functions on the right. Find the HYPERLINK function and then click insert selected function. To create a Sample HYPERLINK formula field: Go to Salesforce Setup > Object Manager > Work Order. On … Read more
What do you think about the Salesforce formula field? The Salesforce formula field is a wacky one, that’s true. I hate working with it, but do have a couple of pointers. The IF statement is pretty easy to get a handle on. What is Salesforce Stack Exchange? Salesforce Stack Exchange is a question and answer … 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. 0:11 3:32 How … Read more
Open the Data Loader. Click Insert, Update , Upsert, Delete, or Hard Delete. These commands are also listed in the File menu. Enter your Salesforce username and password. To log in, click Log in. When you are logged in, click Next. … Choose an object. For example, if you are inserting Account records, select Account. … Read more
Open up the File on the device, choose the share feature and the “Copy to Salesforce” button. See Apple Documentation: Use the Files app on your iPhone, iPad, or iPod touch. After sharing into Salesforce App, the newly created Salesforce File will now show up in the “Owned By Me” Files list. Open up the … Read more
Prepare your CSV file for an import or update: The delimiter for field values in a row must be a comma. … Go over your object tab in your Salesforce instance and click on ‘Import’ for starting the import. Choose which object type you wish to import or update. Choose whether you want to import … Read more
Click the plus sign at the top to the right of your tabs and then select Documents. An Upload New Document page appears. Type a name for the file in the Document Name field. If you want the document name to be an exact match of the filename, leave this field blank. … Select the … Read more
How do I enable app manager in Salesforce lightning experience? Enter App in the Quick Find box, then select App Manager. Most of the standard Classic apps provided by Salesforce are automatically visible in Lightning Experience (1). You can tell they’re Classic apps by the App Type column (2) and that Lightning Experience users can … Read more