Ybierling

Creating a customer account in SalesForce can be done easily by going to account tab > new, and filling in the account details. In case the account tab is not visible on the interface, then it must be added to the quick links....

There are many languages available for the SalesForce Lightning interface, and it can easily by changed by any user. To change the language, go to parameters > my personal information > language and time zone > select other language > save....

Adding an object in the navigation bar, for example another quick menu access such as accounts, is pretty easy, by going to personalize your nav bar > add more items > select item > add nav item....

Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program....

A SalesForce Lightning license cost starts at 25$US per user and per month, at the minimum. This is without much liberty for users, as the system is limited to basic functions. It can go up to 300$US per user and per month with full user access to the system functionalities....

Adding a new user to a SalesForce Lightning account is pretty simple, providing that you have the right access to be able to create one, and that the license will cover that user. To add a new user to a SalesForce account, go to settings > setup > administration > users > users > new, and follow the instruction to add the new user to the account....

Creating a dashboard in SalesForce will allow you to access quickly and efficiently the most important information for your activity. To create one, simply go to dashboards in the navigation apps > new dashboard, and add the components that are necessary for your quick visualization....

It is not possible to mer accounts in SalesForce Lightning, this operation must be done in SalesForce classic. Once on SalesForce Classic, go to accounts > merge accounts > find accounts > merge, and select the values that should be kept for the discrepancies....

Merging contacts from an account can only be performed on SalesForce Classic, and is a pretty straight forward operation. From the main interface, select the accounts tab on the navigation bar. Then select the account in which contacts should be merged > merged contacts > select records > select field values > merge....

Exporting contacts from SalesForce is a pretty easy operation, by creating a report containing the contacts to export, and export that report to Excel or another available export format from SalesForce....