How to log in to salesforce
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1. Visit Salesforce 2. Click on "Login" 3. Enter username here 4. Enter your password 5. If you don't wish to enter password again then check this box 6. Click on "Log In" 7. You have successfully accessed your Salesforce Account!!
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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
7. Edit "First Name" from here
8. Edit "Last Name" from here
9. Edit "Company" from here
10. Edit "Lead Status" from here
11. Edit the below "Address" information
12. Fill all the other lead information from here
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How to add new account in Salesforce lightning
1. Welcome
In this guide we will learn how to add new account in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Click on "New"
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7. Select Account type
8. Enter Phone number
9. Click "Save"
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2. Click on "Show Navigation Menu"
3. Click on "Contacts"
4. Tick the contact that you want to change owner of the contact
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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"
4. Select "Salutation" from here
5. Enter "First Name"
6. Enter "Last Name"
7. Enter "Company" name
8. Select "Lead Status" from here
9. Fill additional fields, if you want to
10. Fill "Address Information" from here
11. Fill "Additional Information" from here
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How to log into share point
Created by www.myguide.org, Create your own Guides with videos via www.myguide.org
Tour : MyGuide: How to log into SharePoint
1. Welcome to MyGuide
In this Guide we will learn how to log into SharePoint
2. Visit Office 365 official site
3. Click on "Sign in"
4. Enter Email address, phone number or Skype
5. Click Next
6. Enter Password
7. Click Sign in
8. You are successfully logged into Office 365
9. Click SharePoint
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How to edit contact under account in Salesforce
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"
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9. Click Save
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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"
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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"
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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
4. Click on the "Down Arrow" icon
5. Click on "Edit"
6. Edit "Salutation" from here
7. Edit "First Name" from here
8. Edit "Last Name" from here
9. Edit "Company" from here
10. Edit "Lead Status" from here
11. Edit the below "Address" information
12. Fill all the other lead information from here
13. Click on "Save"
14. Your selected Lead information has been edited successfully!
How to add new account in Salesforce lightning
1. Welcome
In this guide we will learn how to add new account in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Click on "New"
6. Enter Account Name
7. Select Account type
8. Enter Phone number
9. Click "Save"
How To Add New List View In Salesforce Lightning
1. Open Service Cloud Lightning!
2. Click on "Show Navigation Menu"
3. Click on "Contacts"
4. Tick the contact that you want to change owner of the contact
5. Click on "Settings" icon
6. Click on "New"
7. Enter "List Name" here
8. Enter "List API Name" here
9. Select "Who sees this list view?" 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"
4. Select "Salutation" from here
5. Enter "First Name"
6. Enter "Last Name"
7. Enter "Company" name
8. Select "Lead Status" from here
9. Fill additional fields, if you want to
10. Fill "Address Information" from here
11. Fill "Additional Information" from here
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How to log into share point
Created by www.myguide.org, Create your own Guides with videos via www.myguide.org
Tour : MyGuide: How to log into SharePoint
1. Welcome to MyGuide
In this Guide we will learn how to log into SharePoint
2. Visit Office 365 official site
3. Click on "Sign in"
4. Enter Email address, phone number or Skype
5. Click Next
6. Enter Password
7. Click Sign in
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9. Click SharePoint
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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
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"
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9. Enter case description
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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
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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2. Click on gear icon
3. Click on "Setup"
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1. Welcome
In this guide, we will learn how to add comments to a task in Salesforce Lightning
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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
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6. Enter Recipients list here
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1. Go to Office 365 Admin Center
2. Hover on "Graph" icon
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It opens in a new window
8. Click the drop down to select a condition
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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. 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
#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. 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"
8. Please provide the details in each required field
Note: There is red mark on each mandatory field
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
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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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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
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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
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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
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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
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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
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.
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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
4. Go to product section and click drop down arrow
5. Click on "Add Products"
6. Select products by marking check boxes against them
7. Click Next
8. Type Quantity
9. Select date
10. Enter description if any
11. Click Save
How To Add Multiple Users In Salesforce Lightning
1. Open Salesforce Lightning
2. Click on gear icon
3. Click on "Setup"
4. Enter "Users" in Quick Find box
5. Click on "Users"
6. Click on "Add Multiple Users"
7. Select "User License"
8. Enter all the user details below
All the mandatory fields have a red mark at the front
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1. Welcome
In this guide, we will learn how to add comments to a task in Salesforce Lightning
2. Click on "Tasks"
3. Click on "Edit Comments"
4. You can edit comments from here
5. Click "Save"
6. Comments have been added successfully!
How To Create A New Task In Salesforce Lightning #Salesforce
1. Welcome
In this guide, we will learn how to create a new Task in Salesforce Lightning
2. Click on "Tasks"
3. Click on "New Task"
4. Enter Assignee Name from here and select it
5. Select "Status" from here
6. Select "Subject" from here
7. Search Contacts from here
If you do not have a Contact, create one to continue this guide
8. Search Accounts from here
If you do not have an Account, create one to continue this guide
9. Select "Due Date" from here
10. Select "Priority" from here
11. Here, you can add comments, if you want to
12. Click on "Save"
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How To Send List Emails Of A Lead In Salesforce Lightning #Salesforce
1. Welcome
In this guide, we will learn how to Send List Emails of a Lead in Salesforce Lightning
2. Click on "Leads"
3. Choose any Lead from below list for which you want to Send List Emails
4. Click on the "Down Arrow" icon
5. Click on "Send List Email"
6. Enter Recipients list here
7. Enter Subject Line here
8. Draft an email here
9. Use different text formatting options from here
10. Attach any file, if you want to
11. Click on "Send"
12. The List email has been queued successfully!
How To Enable Protection Against Ransomware In Office 365 Admin Center
1. Go to Office 365 Admin Center
2. Hover on "Graph" icon
3. Click on "Security & Compliance"
4. Click on "Exchange admin center"
5. Click on "Rules" under mail flow section
6. Click on "Add" icon
7. Select "Create a new rule"
It opens in a new window
8. Click the drop down to select a condition
9. For example, I am selecting to "The recipient address includes" for applying the rule
You can select anyone
10. Enter demo.com, for example
You can add specific words or phrases which you want to include in the condition
11. Click on "Add" icon
12. Click "Ok" to save
13. Click the drop down, to select the action which you want to be taken on the above selected condition
14. For example, I am selecting an action as, "Delete the message without notifying anyone"
For example, I am selecting to, "The recipient address includes", for applying the rule. You can select anyone
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 Login To Salesforce Mobile For Iphone
To log into the Salesforce mobile app for iPhone, enter your username in the username tab, enter your password in the password tab, and tap "Log In". The app may ask to access basic device information which can be allowed or denied. If successful, you will be logged into the Salesforce mobile app.
How To Import Data Classification In Salesforce Lightening #Salesforce
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
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How To Insert Authorized Provider's Details In Salesforce Lightning #Salesforce
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"
8. Please provide the details in each required field
Note: There is red mark on each mandatory field
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
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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
7. Click this to "Show more actions"
8. Click on "Edit"
9. Edit as per require
10. Click Save
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