Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. Create Record Types From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. … In the Make Available column header, … Read more
Create a Quote and Sync It to an Opportunity Click to open the App Launcher and select Opportunities . From Select List View, select All Opportunities . Under Opportunity Name, click Saito – Ground-mounted Panels . In the Quotes section (at the bottom of the page), click Quotes . Click New Quote and enter the … Read more
The procedure to create a Queue in Salesforce is straightforward. Go to the ‘Set-up’ menu and search for ‘Queues’ in the quick search panel. Select ‘Queues’ from the given options and then ‘New’. Decide on an apt label for the Queue and browse the other options from assigning a common e-mail for the team or … Read more
Navigate to Setup (Gear Icon) |In the sidebar search, type the term “Public Groups” Select the only option that appears (under the “Users” section) Click New. Name the Public Group via the “Label” field. Select Users under the “Search” drop-down. Add the specific user (s) with whom you want to share the list view. Click … Read more
Set Up Your New Salesforce Org in 5 Steps. Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This … Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone, … Read more
Create a Partner Portal. From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable Digital Experiences. If enhanced domains are enabled in your org, your digital experiences domain is shown. It includes your My Domain name in the format MyDomainName.my. If enhanced domains aren’t enabled in your org, select a … Read more
Follow the steps given below to create partner Portal Account in Salesforce. Go to Accounts Tab and Select It. Now Select your Business account and click in Manage External Account. When we click on Manage External Account a drop down display Enable As Partner. Now Click on it as shown below. Full Answer How do … Read more
Build an org chart with Salesforce accounts and contacts. From your Organimi dashboard, select Integrations. Navigate to the Salesforce logo and select Get Started. Full Answer How to create a chart with Salesforce? Reports in Salesforce | How to create Reports and Charts Tabular Reports. Tabular reports are the simplest form of reports in Salesforce. … Read more
How To Create New Users In Salesforce Lightning Platform. Step 1. Login to the Trailhead account and launch Trailhead Playground. Step 2. Click the setup gear icon and click the Setup option to enter a Lightning platform setup page. Step 3. In the Quick Find search bar you can enter “User” and then click the … Read more
Creating a Salesforce project in Visual Studio Code: Open the VS Code editor and from the Command Palette, run SFDX: Create Project with Manifest. Run SFDX: Authorize an Organd select a login URL, for example Production. After you provide an org alias, a browser window opens. Allow access, log in to your org, and then … Read more