How to delete chatter post in salesforce lightning
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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
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How to delete a Chatter question in Salesforce Lightning #Salesforce #Admin
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
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
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8. Edit "Last Name" from here
9. Edit "Company" from here
10. Edit "Lead Status" from here
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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"
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6. Enter "Last Name"
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How To To Add A Product Under Opportunities In Salesforce Lightning
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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
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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"
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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
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2. Click on "Show Navigation Menu"
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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"
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6. Enter "Last Name"
7. Enter "Company" name
8. Select "Lead Status" from here
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1. Welcome
In this guide we will learn how to delete particular product
2. Click on "Opportunities"
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1. Welcome
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2. Click on "Opportunities"
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In this guide, we will learn how to add comments to a task in Salesforce Lightning
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1. Open Salesforce Lightning
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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
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3. Select "Mass Transfer Records"
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6. Select User
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9. Select a criteria
10. Select a criteria again
11. Enter a value
12. Click on "Find"
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14. Click on "Transfer"
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#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 delete Opportunity in Salesforce
2. Click on "Opportunities"
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#DAP #Guide #Automation
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2. Click on gear icon
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9. Click on "Save"
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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 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
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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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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"
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8. Check mark this box to keep note private
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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 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
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10. Click "Delete" to confirm
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Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
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5. Select "Status" from here
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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"
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4. Click on the "Down Arrow" icon
5. Click on "Send List Email"
6. Enter Recipients list here
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1. Go to Office 365 Admin Center
2. Hover on "Graph" icon
3. Click on "Security & Compliance"
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6. Click on "Add" icon
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8. Click the drop down to select a condition
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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
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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"
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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
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
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- 1. How to delete Chatter post in Salesforce Lightning myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to delete chatter post in Salesforce Page 02
- 3. Step: 02 Select a Chatter post you want to delete Page 03
- 4. Step: 03 Click on this drop down icon Page 04
- 5. Step: 04 Click on "Delete" Page 05
- 6. Step: 05 Click "Delete" to confirm Page 06