How to edit contact under account in Salesforce
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1. Welcome In this guide we will learn how to edit contact under Account header in Salesforce 2. Click "App Launcher" 3. Click "Sales" 4. Click on "Accounts" 5. Select Account in which you wish to edit contact from the below list 6. Click this icon next to contact to show more options 7. Click on "Edit" 8. Edit as per required 9. Click Save
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In this guide we will learn how to edit account in Salesforce
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In this guide we will learn how to edit account in Salesforce
2. Click "App Launcher"
3. Click "Sales"
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2. Click "App Launcher"
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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
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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
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How To Setup Public Calendar In Salesforce Lightning #Salesforce
How To Setup Public Calendar In Salesforce Lightning #Salesforce
How to Transfer Mass Records in Salesforce Lightning #Salesforce
How to Transfer Mass Records in Salesforce Lightning #Salesforce
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Set Trusted IP Ranges for Your Organization in Salesforce Lightning
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👉👉 Click Here To Get More Info 👇👇
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- 1. How to edit contact under Account in Salesforce myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to edit contact under Account header in Salesforce Page 02
- 3. Step: 02 Click "App Launcher" Page 03
- 5. Step: 04 Click on "Accounts" Page 05
- 6. Step: 05 Select Account in which you wish to edit contact from the below list Page 06
- 7. Step: 06 Click this icon next to contact to show more options Page 07
- 8. Step: 07 Click on "Edit" Page 08
- 9. Step: 08 Edit as per required Page 09
- 10. Step: 09 Click Save Page 10