Enable Field History Tracking. Click the App Launcher and select Sales. Click the Accounts tab. From the List View, select All Accounts. In the Account Name column, click Edge Communications. Click the setup gear then select Edit Object. Click Page Layouts. Click Customer Account Layout. In the palette, click Related Lists. From the palette, drag … Read more
Once the Leads are converted in a Salesforce Organization, they aren’t directly available in a Leads List View. To view the data of all converted Leads you will need to either use a standard Lead report or create a Custom Report Type based on your Organization’s needs. Learn how to accomplish this below. Create a … Read more
Use Search All on the left. You may need to select “Search all objects” – by default Salesforce will search frequently accessed objects (meaning objects YOU recently or frequently view and edit). You can see on the left which objects have been searched (just like Amazon!). If the object you are looking for is not … Read more
Open the Reports tab. Choose the report type that you’d like to schedule and click on its name. Select the Run Report button and choose Schedule Future Runs from the drop-down menu. Go to Reports Tab. Now select the report to which you want to schedule. Click on the Report name to edit in detailed … Read more
How do I learn Salesforce? There are a wide range of options open to you when it comes to how to learn Salesforce, including the following: Using Salesforce Trailhead (the company’s own online training platform) Signing up to third-party online Salesforce training courses with providers such as Udemy How to centralize information and get the … Read more
Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button. Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse … Read more
To do this, I can simply go to my home page, and use the gear icon to select Edit Page which will take me to the Lightning App Builder. Using the standard components on the left, I drag over the Report Chart component to my home page and select my report chart from the drop … Read more
Go to login.salesforce.com (or the login URL your Salesforce admin provided). Enter your username and password and click Log in to Salesforce. Once you’re logged into Salesforce, you’ll be directed to Home. 0:33 58:49 Salesforce for Beginners | Salesforce CRM Tutorial – YouTube YouTube Start of suggested clip End of suggested clip So basically Salesforce … Read more
Step 1 Log in to your Salesforce account, and click the “Reports” tab. Step 2 Click the “New Report” button and then the “+” next to the “Activities” folder. Step 3 Click the type of activity report that you want to run, and then click “Create.” To run a report, find it on the Reports … Read more
Steps: Open the Reports tab, and click New Report. Select the Leads object, leave the second option as Leads, then click Continue. Edit the report filters to show All Leads, and change the date filter to All Time in order to populate the report. Click Refresh. Add the Lead Status field to the Columns, then … Read more