How to add chatter poll in salesforce lightning

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1. Welcome In this guide, we will learn how to create a new Task in Salesforce Lightning 2. Click on "Tasks" 3. Click on "New Task" 4. Enter Assignee Name from here and select it 5. Select "Status" from here 6. Select "Subject" from here 7. Search Contacts from here If you do not have a Contact, create one to continue this guide 8. Search Accounts from here If you do not have an Account, create one to continue this guide 9. Select "Due Date" from here 10. Select "Priority" from here 11. Here, you can add comments, if you want to 12. Click on "Save" 13. The Task has been created successfully!

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1. Welcome In this guide, we will learn how to Send List Emails of a Lead in Salesforce Lightning 2. Click on "Leads" 3. Choose any Lead from below list for which you want to Send List Emails 4. Click on the "Down Arrow" icon 5. Click on "Send List Email" 6. Enter Recipients list here 7. Enter Subject Line here 8. Draft an email here 9. Use different text formatting options from here 10. Attach any file, if you want to 11. Click on "Send" 12. The List email has been queued successfully!

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1. Go to Office 365 Admin Center 2. Hover on "Graph" icon 3. Click on "Security & Compliance" 4. Click on "Exchange admin center" 5. Click on "Rules" under mail flow section 6. Click on "Add" icon 7. Select "Create a new rule" It opens in a new window 8. Click the drop down to select a condition 9. For example, I am selecting to "The recipient address includes" for applying the rule You can select anyone 10. Enter demo.com, for example You can add specific words or phrases which you want to include in the condition 11. Click on "Add" icon 12. Click "Ok" to save 13. Click the drop down, to select the action which you want to be taken on the above selected condition 14. For example, I am selecting an action as, "Delete the message without notifying anyone" For example, I am selecting to, "The recipient address includes", for applying the rule. You can select anyone 15. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" 4. Enter "Auth. Providers" in Quick Find box 5. Click on "Auth. Providers" 6. Click on "New" 7. Select a "Provider Type" 8. Please provide the details in each required field Note: There is red mark on each mandatory field 9. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Welcome In this guide we will learn how to add products under Opportunity tab 2. Click on "Opportunities" 3. Select Opportunity from the below list 4. Go to product section and click drop down arrow 5. Click on "Add Products" 6. Select products by marking check boxes against them 7. Click Next 8. Type Quantity 9. Select date 10. Enter description if any 11. Click Save #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" 4. Enter "Permission Set" in Quick Find box 5. Click on "Permission Sets" 6. Click on "Clone" from below list of permission set that you want to cloned 7. Enter Label 8. Enter description 9. Check the box, if you want session activation required 10. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" 4. Enter "Public Calendar and Resources" in Quick Find box 5. Click on "Public Calendars and Resources" 6. Click on "New" 7. Enter name for Calendar 8. Check the box to make it "Active" 9. Click on "Save" 10. Click on "Sharing" 11. Click on "Add" 12. Select from Available column 13. Note "Add and Remove" button to drag available options into "Share With" column and vise versa 14. Select Calendar Access 15. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning! In case you are not on the Setup page, please follow this path to land there -Click on the Gear cog icon and then Setup 2. Go to "Quick Find" and type "Mass Transfer Records" 3. Select "Mass Transfer Records" 4. Select "Transfer Accounts" 5. Search user with the help of lookup 6. Select User 7. Select a user that you want the account to be transferred too 8. Select User 9. Select a criteria 10. Select a criteria again 11. Enter a value 12. Click on "Find" 13. Select an account 14. Click on "Transfer" 15. Account transferred! 1. Open Salesforce Lightning! In case you are not on the Setup page, please follow this path to land there -Click on the Gear cog icon and then Setup 2. Go to "Quick Find" and type "Mass Transfer Records" 3. Select "Mass Transfer Records" 4. Select "Transfer Accounts" 5. Search user with the help of lookup 6. Select User 7. Select a user that you want the account to be transferred too 8. Select User 9. Select a criteria 10. Select a criteria again 11. Enter a value 12. Click on "Find" 13. Select an account 14. Click on "Transfer" 15. Account transferred! #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" It will open in new tab 4. Enter "Network Access" in the Quick Find box 5. Click on "Network Access" 6. Click on "New" 7. Start IP Address Enter a valid IP address in the Start IP Address field 8. End IP Address Enter a higher IP address in the End IP Address field 9. Optionally, enter a description for the range 10. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Open Salesforce Lightning 2. Click on gear icon 3. Click on "Setup" 4. Search for "Profiles" in Quick find 5. Click on "Profiles" 6. Select and click on "Profile Name" Restricting access via Time of the day 7. Click on "Edit" 8. Select the time duration as per your requirement 9. Click on "Save" #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Welcome In this guide we will learn how to edit event under account 2. Click "App Launcher" 3. Click "Sales" 4. Click on "Accounts" 5. Select account from below list For this guide we selected "Test" 6. Select Event 7. Click this drop down icon to show more action 8. Click on "Edit" 9. Edit as per require 10. Click Save #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Welcome In this guide we will learn how to log a call under account 2. Click "App Launcher" 3. Click "Sales" 4. Click on "Accounts" 5. Select account from below list For this guide we selected "Test" 6. Click on "Log a Call" 7. Enter call comments 8. Add contact with whom call will be scheduled 9. Click Save 10. Here is your call scheduled #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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1. Welcome In this guide we will learn how to edit Note under Account 2. Click "App Launcher" 3. Click "Sales" 4. Click on "Accounts" 5. Select account from below list For this guide we selected "Test" 6. Click on "Notes & Attachments" 7. Select Note you want to edit and click this icon next to note to show more options 8. Click on "Edit" 9. Edit as per require 10. Click Save #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

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