How to edit event under account in salesforce
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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.
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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 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 edit event under account in salesforce
- 1. How to add New Event under account in Salesforce myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to add New Event under account 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 from below list For this guide we selected "Test" Page 06
- 7. Step: 06 Click on "New Event" Page 07
- 8. Step: 07 Write Event subject Page 08
- 9. Step: 08 Select start date Page 09
- 10. Step: 09 Select Time Page 10
- 11. Step: 10 Select End Date Page 11
- 12. Step: 11 Select End Time Page 12
- 13. Step: 12 Check mark this box if it is all day event In this case you do not have to choose end date or time Page 13
- 14. Step: 13 Select contact Page 14
- 15. Step: 14 Click Save Page 15