How To Create A New Task In Salesforce Lightning #Salesforce
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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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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
How To Add Multiple Users In Salesforce Lightning
1. Open Salesforce Lightning
2. Click on gear icon
3. Click on "Setup"
4. Enter "Users" in Quick Find box
5. Click on "Users"
6. Click on "Add Multiple Users"
7. Select "User License"
8. Enter all the user details below
All the mandatory fields have a red mark at the front
9. Check the box to generate passwords and notify user via email
10. Click on "Save"
How To Add Comments To A Task In Salesforce Lightning
1. Welcome
In this guide, we will learn how to add comments to a task in Salesforce Lightning
2. Click on "Tasks"
3. Click on "Edit Comments"
4. You can edit comments from here
5. Click "Save"
6. Comments have been added successfully!
How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
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!
How To Enable Protection Against Ransomware In Office 365 Admin Center
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
How To Login To Salesforce Mobile For Iphone
To log into the Salesforce mobile app for iPhone, enter your username in the username tab, enter your password in the password tab, and tap "Log In". The app may ask to access basic device information which can be allowed or denied. If successful, you will be logged into the Salesforce mobile app.
How To Import Data Classification In Salesforce Lightening #Salesforce
1. Open Salesforce Lightning
2. Click on gear icon
3. Click on "Setup"
4. Enter "Data Classification Upload" in Quick Find box
5. Click on "Data Classification Upload"
6. Click on "Import File" and save it on your local drive
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How To Insert Authorized Provider's Details In Salesforce Lightning #Salesforce
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
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 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
How to edit event under account in salesforce
This document provides a 14 step guide for adding a new event under an account in Salesforce. It instructs the user to click the App Launcher and Sales, select an account, click New Event, enter the event subject, dates and times, select contacts, and click Save.
How to edit call under account in salesforce
1. Welcome
In this guide we will learn how to edit call log 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 call log under Past Activities which you wish to edit
7. Click this to "Show more actions"
8. Click on "Edit"
9. Edit as per require
10. Click Save
How to log a call under account in Salesforce
This document provides a 10-step guide for logging a call under an account in Salesforce. It instructs users to click the App Launcher and Sales sections, select an account from the Accounts list, click "Log a Call", enter call comments and add a contact, and then click Save to schedule the call under the selected account.
How to edit Note under account in Salesforce
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
How to add New note to Account in Salseforce
1. Welcome
In this guide we will learn how to add New note to 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 "New Note"
7. Write Note title
8. Check mark this box to keep note private
9. Enter Note description
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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How To Delete A Specific Product Under Opportunities In Salesforce Lightning
How To Delete A Specific Product Under Opportunities In Salesforce Lightning
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How To To Add A Product Under Opportunities In Salesforce Lightning
How To To Add A Product Under Opportunities In Salesforce Lightning
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How To Add Comments To A Task In Salesforce Lightning
How To Add Comments To A Task In Salesforce Lightning
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How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
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How To Enable Protection Against Ransomware In Office 365 Admin Center
How To Enable Protection Against Ransomware In Office 365 Admin Center
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How To Import Data Classification In Salesforce Lightening #Salesforce
How To Import Data Classification In Salesforce Lightening #Salesforce
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How To Insert Authorized Provider's Details In Salesforce Lightning #Salesforce
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How To Delete Whitelisted Origins In Salesforce Lightening #Salesforce
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How To Add Product Under Opportunity In Salesforce
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AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI App
AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI App
đđ Click Here To Get More Info đđ
https://sumonreview.com/ai-fusion-buddy-review
AI Fusion Buddy Review: Key Features
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Create Stunning AI App Suite Fully Powered By Google's Latest AI technology, Gemini
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Use Gemini to Build high-converting Converting Sales Video Scripts, ad copies, Trending Articles, blogs, etc.100% unique!
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Create Ultra-HD graphics with a single keyword or phrase that commands 10x eyeballs!
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Auto-post or schedule stunning AI content across all your accounts at onceâWordPress, Facebook, LinkedIn, Blogger, and more.
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With one keyword or URL, generate complete websites, landing pages, and moreâŠ
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Automatically create & sell AI content, graphics, websites, landing pages, & all that gets you paid non-stop 24*7.
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See My Other Reviews Article:
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#AIFusionBuddyReview,
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* How to run your own data quality framework
* What is the performance impact of running data quality frameworks
* How to run the test cases in your own ETL pipelines
* How the Incident Manager is integrated
* Get notified with alerts when test cases fail
Watch the meeting recording here - https://www.youtube.com/watch?v=UbNOje0kf6E
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Codingâââwhen designing is completed, the developers start coding for the software.
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How To Create A New Task In Salesforce Lightning #Salesforce
- 1. How to create a new Task in Salesforce Lightning myguide.org
- 2. Step: 01 Welcome In this guide, we will learn how to create a new Task in Salesforce Lightning Page 02
- 3. Step: 02 Click on "Tasks" Page 03
- 4. Step: 03 Click on "New Task" Page 04
- 5. Step: 04 Enter Assignee Name from here and select it Page 05
- 6. Step: 05 Select "Status" from here Page 06
- 7. Step: 06 Select "Subject" from here Page 07
- 8. Step: 07 Search Contacts from here If you do not have a Contact, create one to continue this guide Page 08
- 9. Step: 08 Search Accounts from here If you do not have an Account, create one to continue this guide Page 09
- 10. Step: 09 Select "Due Date" from here Page 10
- 11. Step: 10 Select "Priority" from here Page 11
- 12. Step: 11 Here, you can add comments, if you want to Page 12
- 13. Step: 12 Click on "Save" Page 13
- 14. Step: 13 The Task has been created successfully! Page 14