Export Contacts and their details Click the Reports tab, then click New Report. Select the folder where you saved your new report type, then select your new report type. Click Create. In the “Show” field, select All Contacts. Delete the dates listed in the “From” and “To” fields. More items… How do I import an … Read more
Click the Gear icon then Setup | Feature Settings | Marketing | Web to Lead | Create Web-to-Lead form Click ‘ Include reCAPTCHA in HTML ‘ Click the reCAPTCHA API Key Pair lookup button. Click New and then fill out the required fields. Click Save. In Classic: Click Setup | Customize | Leads | Web-to-Lead … Read more
How do I import a client list into Salesforce? 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 new records, update existing records, or do both at the same time. Choose … Read more
From the Help & Training menu, select Get Support. Click Create a Case. On the topic choice page, select Salesforce.org Products, then click Next. Select the relevant Salesforce.org Product, then click Next. Select the type of issue you’re having, then click Next. Click Create a Case. Add detailed information about your issue in the Add … Read more
In console apps for Salesforce Classic, click the print icon to open a record’s printable view. In Lightning Experience, click Printable View in the action menu. If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually add Printable View to that section for it to … Read more
Click, and select Setup. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Turn on the Outlook integration. Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce. From Setup, in the Quick Find box, enter Outlook , … Read more
From Setup, enter Session in the Quick Find box, and then select Session Settings. Select the checkbox for “Enable Content Delivery Network (CDN) for Lightning Component framework”. Click Save. Full Answer How do I enable lightning experience in Salesforce? Enable Lightning Experience. Click Finish Enabling Lightning Experience. In the dropdown below your Salesforce username, click … Read more
Enable SSO at the profile level. From Setup, in the Quick Find box, enter Profiles, then select Profiles. Edit the desired profile, then find the Administrative Permissions section. Aug 12, 2019 Log into your Salesforce instance as an Admin. Navigate to Security Controls > Single Sign-On Settings. Select the name of the SSO configuration created … Read more
Step 1: From Setup, enter quote in the Quick Find box, then select “ Quote Settings (Lightning Experience) ” or “ Quotes Settings (Salesforce Classic) ”. Step 2: Click on the “Enable” button to enable the creation of Quotes for your Organisation. With the help of following steps you can enable Quotes in Salesforce: From … Read more
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button. Now Switch to Salesforce Classic. Click on beside Setup your User … Read more