How to organize salesforce

Tips to Organize Your Sales Force The Big Picture. Before you can organize your sales force, you must organize your business. … Individual Efforts. Whichever organizational system you use, it won’t work properly if you don’t direct the individual efforts of your salespeople. Making it Rain. There are rainmakers on every sales force. For whatever … Read more

How to optimize salesforce for agents

One Simple Way to Start Optimizing Salesforce Find the Optimizer. Finding the optimizer is simple. The only requirement is you must be on the Spring ’17 or later… Launch the Optimizer. Launching is a very simple process. … Allow the Optimizer to Access the Salesforce Org. Click “Allow” so the Optimizer program can access your … Read more

How to open visualforce page in salesforce

Click File | Open to see a list of existing Visualforce pages. Double-click a page to open it. Double-click a page to open it. You can also open other Salesforce entities, such as Apex classes and triggers, Visualforce components, and so on. From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce … Read more

How to open sandbox in salesforce

To access your sandbox, click the link in the notification email. Users can log in to the sandbox at https://test.salesforce.com by appending.sandbox_name to their Salesforce usernames. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name (10 characters or fewer) and description for the sandbox. … Select … Read more

How to open salesforce mobile app in browser

We can access Salesforce mobile app in there ways: 1) Download mobile app (Salesforce) from the Apple AppStore or Google Play to mobile. 2) login.salesforce.com using a mobile browser 0:13 2:04 Salesforce Mobile in Chrome Browser – YouTube YouTube Start of suggested clip End of suggested clip So we’re gonna go ahead and get into … Read more

How to open experience builder in salesforce

To access Experience Builder: From the global header menu in Experience Workspaces or Community Management, click Experience Workspaces | Builder or Community Management | Go to Experience Builder. From the All Communities page in Setup, click Builder next to the community name. To access Experience Builder: From the global header menu in Experience Workspaces or … Read more