How To Delete A Specific Product Under Opportunities In Salesforce Lightning
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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
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In this guide, we will learn how to edit a Lead in Salesforce Lightning
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1. Welcome
In this guide we will learn how to add products under Opportunity tab
2. Click on "Opportunities"
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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"
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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
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1. Welcome
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1. Welcome
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1. Welcome
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1. Welcome
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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
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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
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How to delete case under account in salesforce
1. Welcome
In this guide we will learn how to delete case under accounts header in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select any account from below list
For this guide we selected "Test"
6. Scroll down to "Cases" to select case
7. Click this icon next to Case to show more options
8. Click this icon next to Case to show more options
9. Click on "Delete"
10. Click "Delete" to confirm
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How to edit case under accounts in salesforce
1. Welcome
In this guide we will learn how to edit case under accounts header in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select any Account from below list
For this guide we select "Test"
6. Scroll down to "Cases" to select case
7. Click this icon next to Case to show more options
8. Click on "Edit"
9. Edit as per require
10. Click Save
#DAP #Guide #Automation
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How to assign New Case under Account field in Salesforce Lightning
1. Welcome
In this guide we will learn how to assign new case under account in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select any account from below list
For this guide we select "Test"
6. Click on "New Case"
7. Add contact for case by searching inside this search box
8. Enter Subject line for case
9. Enter case description
10. Click "Save"
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