How To Add A New Lead In Salesforce Lightning
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1. Welcome In this guide we will learn how to add a new Lead in Salesforce Lightning 2. Click on "Leads" 3. Click on "New" 4. Select "Salutation" from here 5. Enter "First Name" 6. Enter "Last Name" 7. Enter "Company" name 8. Select "Lead Status" from here 9. Fill additional fields, if you want to 10. Fill "Address Information" from here 11. Fill "Additional Information" from here 12. Write any "Description", if you want to 13. Click on "Save" 14. A new Lead was added successfully!
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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
How To Delete Whitelisted Origins In Salesforce Lightening #Salesforce
1. Open Salesforce Lightning
2. Click on gear icon
3. Click on "Setup"
4. Enter "CORS" in Quick Find box
5. Click on "CORS"
6. In the "Action" column below, there are two words; Edit & Del
Click on "Del" to delete Whitelisted Origins
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How To Add Product Under Opportunity In Salesforce
This document provides a step-by-step guide for adding products to an opportunity in Salesforce Lightning. It instructs users to first select an opportunity from the opportunities list, then click the drop down arrow in the products section to access the add products option. From there, users can select which products to add by checking boxes, enter quantities and dates, add descriptions if needed, and save to complete the process of adding products under an opportunity record.
How To Enter A New Label And Description For The Cloned Permission Set
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
How To Setup Public Calendar In Salesforce Lightning #Salesforce
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
How to Transfer Mass Records in Salesforce Lightning #Salesforce
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
How to delete Opportunity in Salesforce #Salesforce
1. Welcome
In this guide we will learn how to delete Opportunity in Salesforce
2. Click on "Opportunities"
3. Select Opportunity you wish to delete
4. Click this icon to show more options
5. Click on "Delete"
6. Click Delete again to confirm
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
Set Trusted IP Ranges for Your Organization in Salesforce Lightning
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
Restricting access via time of the day
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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How To Delete A Specific Product Under Opportunities In Salesforce Lightning
How To Delete A Specific Product Under Opportunities In Salesforce Lightning
How To To Add A Product Under Opportunities In Salesforce Lightning
How To To Add A Product Under Opportunities In Salesforce Lightning
How To Add Comments To A Task In Salesforce Lightning
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How To Create A New Task In Salesforce Lightning #Salesforce
How To Create A New Task In Salesforce Lightning #Salesforce
How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
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How To Import Data Classification In Salesforce Lightening #Salesforce
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How To Insert Authorized Provider's Details In Salesforce Lightning #Salesforce
How To Delete Whitelisted Origins In Salesforce Lightening #Salesforce
How To Delete Whitelisted Origins In Salesforce Lightening #Salesforce
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How to Transfer Mass Records in Salesforce Lightning #Salesforce
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- 1. How to add a new Lead in Salesforce Lightning myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to add a new Lead in Salesforce Lightning Page 02
- 3. Step: 02 Click on "Leads" Page 03
- 4. Step: 03 Click on "New" Page 04
- 5. Step: 04 Select "Salutation" from here Page 05
- 6. Step: 05 Enter "First Name" Page 06
- 7. Step: 06 Enter "Last Name" Page 07
- 8. Step: 07 Enter "Company" name Page 08
- 9. Step: 08 Select "Lead Status" from here Page 09
- 10. Step: 09 Fill additional fields, if you want to Page 10
- 11. Step: 10 Fill "Address Information" from here Page 11
- 12. Step: 11 Fill "Additional Information" from here Page 12
- 13. Step: 12 Write any "Description", if you want to Page 13
- 14. Step: 13 Click on "Save" Page 14
- 15. Step: 14 A new Lead was added successfully! Page 15