You could buy an app to prevent dupes, and depending on the size of your org, you might need to find a de-duplicate service for your existing records. The good news is that Salesforce allows you to create your own Duplicate Rules, so you shouldn’t need to spend extra to prevent duplicates going forward. Let’s … Read more
Required Editions. Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Click the dashboard you want to move. Click Edit.…Select the target folder or subfolder. Search for folders by name, or … Read more
How to Integrate MailChimp With Salesforce Installation and Configuration of App in Salesforce Find the app at Salesforce AppExchange and install the app. Once… Configurations in MailChimp Sign up with your MailChimp Account. Open the Accounts Panel from MailChimp. Click on… Import Contacts From Salesforce More … Turn on data sync and lead creation Navigate … Read more
Go to the “Accounts” tab, and click “Merge Accounts”, which is located in the Tools section at the bottom right-hand side of this page. … Search for the account using the name of the organization that you believe has a duplicate. Salesforce will search for accounts with similar company names. Select accounts that you would … Read more
Navigate to the Price Books tab and select a price book. On the products related list, select Edit All. Edit your price book entry list prices. Option 2: Perform a mass update using the SOAP API (for smaller data sets) or the Bulk API. Option 2: Perform a mass update using the SOAP API (for … Read more
Map Your Custom Lead Fields From the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields. For each custom lead field, choose the field into which you want the information inserted when you convert a lead. Save your work. Map Your Custom Lead Fields From the object … Read more
The Complete Guide to Salesforce User Management Best practices for user management. Assigning the right profiles, roles, and data access means you will have more… Create Logins. The most basic aspect of user management is creating the usernames and login accounts for your users. Assign accurate profiles to grant object access. Profiles determine which objects … Read more
Lightning Experience: Setup | Users | Users 2. Click New User then enter your new User details. 3. In the ‘User License’ field, select Salesforce 4. In the ‘Profile’ field, select System Administrator. Create a new System Administrator User In Salesforce Classic and Lightning Experience: Go to: … Click New User then enter your new … Read more
To create new user or multiple users login to Salesforce.com and navigate to Setup | Administer | Manage Users | Users. Click on Users button as shown above. Click on New User or Add multiple users. Reactivate a User Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear … Read more
How to add a Case Collaborator Access your Support Case in Salesforce Help. Click the Details tab. In the Case Collaborators section, click the pencil icon. How to add a Case Collaborator Access your Support Case in Salesforce Help. Click the Details tab. In the Case Collaborators section, click the pencil icon. Search for a … Read more