How to log a call under account in Salesforce
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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.
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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 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 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 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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How To Delete A Specific Product Under Opportunities In Salesforce Lightning
How To Delete A Specific Product Under Opportunities In Salesforce Lightning
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How To Add Comments To A Task In Salesforce Lightning
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How To Create A New Task In Salesforce Lightning #Salesforce
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How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
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- 1. How to log a call under account in Salesforce myguide.org
- 2. Step: 01 Welcome In this guide we will learn how to log a call under account 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 "Log a Call" Page 07
- 8. Step: 07 Enter call comments Page 08
- 9. Step: 08 Add contact with whom call will be scheduled Page 09
- 10. Step: 09 Click Save Page 10
- 11. Step: 10 Here is your call scheduled Page 11