From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Update a Record. For Standard Label Type, select Change Status. Click Save. To choose the fields users see, customize the action’s layout. Click Save. How can I change the status … Read more
Why are replies Not hitting Salesforce email-to-case? A common issue when testing Email-to-Case before deployment or when testing in the sandbox is the support address has not been forwarded (redirected) to the Email Services Address. If you have not already done this, then the replies are not hitting Salesforce and cannot be attached to the … Read more
First, you’ll need to add the Campaigns tab to your Salesforce CRM home screen (unless it’s already there). From the Home page, click the pencil icon to the far right of the menu bar. Another menu box will appear called Edit Sales App Navigation Items, from which you’ll select Add Item visible near the top … Read more
First, you’ll need to add the Campaigns tab to your Salesforce CRM home screen (unless it’s already there). From the Home page, click the pencil icon to the far right of the menu bar. Another menu box will appear called Edit Sales App Navigation Items, from which you’ll select Add Item visible near the top … Read more
Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. … Click the “New” button. Campaign Name: the field to type your Campaign’s name into is free text. … Fill in the other fields (the order … Read more
From the Campaign Navigate to the Campaign you wish to add Members to. Navigate to the Campaign Members related list and click Add Leads or Add Contacts. Full Answer How to create a campaign member in Salesforce? Create Campaign Members and Monitor Their Engagement 1 Learning Objectives. Describe who can be added to campaigns. … … Read more
Go to Salesforce -> Click the Campaigns tab (if this does not show, you will need to add it to the navigation bar). Click on the Campaign you want to add Accounts to. Scroll to the Campaign Members related list -> click on the dropdown and select Add Accounts. Simply select the Accounts you want … Read more
From Setup, enter Campaign Influence in the Quick Find box, then select Campaign Influence. Select Enabled. In the Campaign Influence Time Frame field, optionally specify the maximum number of days between the campaign first associated date and the opportunity created date. Configuring the Campaign Influence in Lightning: Click Gear Icon on top-right side | Click … Read more
Select a “type”. You can ask your Salesforce Admin to add more values. Select a “status”. Start and End Dates help you focus your reporting on specific time frames. Budgeted Cost in Campaign/Expected Revenue in Campaign/Expected Response (%): fill these in if you have the information. Full Answer How do I create a campaign in … Read more
Here is how to add a Salesforce calendar to Salesforce1: Create a visualforce page “My Calendar” Be sure to make the page available for salesforce mobile apps. … Add a VisualForce tab for the visualforce page called my calendar. Ensure the users can access the tab but make it hidden. … Under Mobile Administration / … Read more