How to delete a Chatter question in Salesforce Lightning #Salesforce #Admin
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1. Welcome In this post we will learn how to delete Chatter Question in Salesforce 2. Click on "Question" 3. Select a question that you wish to delete 4. Click this icon next to question, to show more options 5. Click on "Delete" 6. Confirm deletion by clicking "Delete" and your question will be deleted
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How to delete chatter post in salesforce lightning
1. Welcome
In this guide we will learn how to delete chatter post in Salesforce
2. Select a Chatter post you want to delete
3. Click on this drop down icon
4. Click on "Delete"
5. Click "Delete" to confirm
How to answer a chatter question in salesforce lightning
This document provides a 7-step process for answering Chatter questions in Salesforce Lightning. The steps are to click on the Question tab, select the question to answer, click Answer, write a response in the answer box, and then click Answer again to post the response. Once posted, the answer will appear associated with the original question.
How to Edit Lead in Salesforce Lightning
1. Welcome
In this guide, we will learn how to edit a Lead in Salesforce Lightning
2. Click on "Leads"
3. Choose any Lead from below list that you want to edit
4. Click on the "Down Arrow" icon
5. Click on "Edit"
6. Edit "Salutation" from here
7. Edit "First Name" from here
8. Edit "Last Name" from here
9. Edit "Company" from here
10. Edit "Lead Status" from here
11. Edit the below "Address" information
12. Fill all the other lead information from here
13. Click on "Save"
14. Your selected Lead information has been edited successfully!
How To Add New List View In Salesforce Lightning
1. Open Service Cloud Lightning!
2. Click on "Show Navigation Menu"
3. Click on "Contacts"
4. Tick the contact that you want to change owner of the contact
5. Click on "Settings" icon
6. Click on "New"
7. Enter "List Name" here
8. Enter "List API Name" here
9. Select "Who sees this list view?" from here
10. Click on "Save"
How To Add A New Lead In Salesforce Lightning
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!
How To Delete A Specific Product Under Opportunities In Salesforce Lightning
1. Welcome
In this guide we will learn how to delete particular product
2. Click on "Opportunities"
3. Select Opportunity from the below list
4. Select product and click on drop down arrow next to the product
5. Click on "Delete"
6. Click Delete again to confirm
How To To Add A Product Under Opportunities In Salesforce Lightning
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
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"
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How to delete chatter post in salesforce lightning
1. Welcome
In this guide we will learn how to delete chatter post in Salesforce
2. Select a Chatter post you want to delete
3. Click on this drop down icon
4. Click on "Delete"
5. Click "Delete" to confirm
How to answer a chatter question in salesforce lightning
This document provides a 7-step process for answering Chatter questions in Salesforce Lightning. The steps are to click on the Question tab, select the question to answer, click Answer, write a response in the answer box, and then click Answer again to post the response. Once posted, the answer will appear associated with the original question.
How to Edit Lead in Salesforce Lightning
1. Welcome
In this guide, we will learn how to edit a Lead in Salesforce Lightning
2. Click on "Leads"
3. Choose any Lead from below list that you want to edit
4. Click on the "Down Arrow" icon
5. Click on "Edit"
6. Edit "Salutation" from here
7. Edit "First Name" from here
8. Edit "Last Name" from here
9. Edit "Company" from here
10. Edit "Lead Status" from here
11. Edit the below "Address" information
12. Fill all the other lead information from here
13. Click on "Save"
14. Your selected Lead information has been edited successfully!
How To Add New List View In Salesforce Lightning
1. Open Service Cloud Lightning!
2. Click on "Show Navigation Menu"
3. Click on "Contacts"
4. Tick the contact that you want to change owner of the contact
5. Click on "Settings" icon
6. Click on "New"
7. Enter "List Name" here
8. Enter "List API Name" here
9. Select "Who sees this list view?" from here
10. Click on "Save"
How To Add A New Lead In Salesforce Lightning
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!
How To Delete A Specific Product Under Opportunities In Salesforce Lightning
1. Welcome
In this guide we will learn how to delete particular product
2. Click on "Opportunities"
3. Select Opportunity from the below list
4. Select product and click on drop down arrow next to the product
5. Click on "Delete"
6. Click Delete again to confirm
How To To Add A Product Under Opportunities In Salesforce Lightning
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
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 Create A New Task In Salesforce Lightning #Salesforce
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!
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
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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 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
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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Software Engineering, Software Consulting, Tech Lead, Spring Boot, Spring Cloud, Spring Core, Spring JDBC, Spring Transaction, Spring MVC, OpenShift Cloud Platform, Kafka, REST, SOAP, LLD & HLD.
What is Master Data Management by PiLog Group
PiLog Group's Master Data Record Manager (MDRM) is a sophisticated enterprise solution designed to ensure data accuracy, consistency, and governance across various business functions. MDRM integrates advanced data management technologies to cleanse, classify, and standardize master data, thereby enhancing data quality and operational efficiency.
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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!
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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!
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 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
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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- 1. How to delete a Chatter question in Salesforce Lightning myguide.org
- 2. Step: 01 Welcome In this post we will learn how to delete Chatter Question in Salesforce Page 02
- 3. Step: 02 Click on "Question" Page 03
- 4. Step: 03 Select a question that you wish to delete Page 04
- 5. Step: 04 Click this icon next to question, to show more options Page 05
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