How to add opportunies tab in salesforce

Click the App Launcher and select Sales. Click the Opportunities tab. From the Opportunities list view, select My Opportunities. Add a tab in Salesforce Lightning Experience Click Setup. Enter App Manager in the ‘Quick Find’ search box. Click the down arrow next to the App and then click Edit. In the App Settings, click Navigation … Read more

How to add ocr in salesforce

Go to a contact record, click the menu arrow () in the highlights panel, and click New Relationship. Enter the contacts and choose the Solicitor OCR in the Related Opportunity Contact Role field. Click Save. Below steps will be required for integrating it. Create account in Einstein Platform Services. Create Private Key and Generate Token. … Read more

How to add object in sidebar in salesforce

Required Editions and User Permissions. From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Click Edit next to a page layout. Click Custom Console Components. Next to the sidebar in which you want to add your component, choose how to display and organize your components … Read more