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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to create a custom field in SalesForce?

Creating a custom field in SalesForce is done in the Setup > Object Manager menu, from where it is possible to either create custom fields for your SalesForce client, or also to delete custom fields....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to change language in SalesForce lightning?

There are many languages available for the SalesForce Lightning interface, and it can easily by changed by any user. As it is based on a web interface, it is very easy to change the SalesForce lightning language, simply by visiting the user preferences, going to the SalesForce language settings, and selecting the right one. After having changed the Sales Force language, all related functions will directly be displayed in the selected language, such as SalesForce accounts, SalesForce dashboards, SalesForce contacts, and all other parts of the interface....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to add custom object to navigation bar in SalesForceLightning?

Customize navigation bar in SalesForce Lightning to access quickly your most important functions, such as SalesForce accounts, SalesForce dashboards, or SalesForce contacts. In SalesForce, add customer object to navigation bar is a standard graphical interface manipulation, and is one of the first step to perform when getting access to the system, with creating dashboards in SalesForce, to personalize the system and be more productive in a few steps. The SalesForce navigation bar will be one of your most used interface item!...
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How can I export data from SalesForce to Excel?

In many cases, it can be useful to export SalesForce report to Excel, in order to share the data with colleagues or to prepare presentations. There are built-in ways to do a SalesForce export to Excel in a few easy steps, all accessible right after login on SalesForce account....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How much does a SalesForce license cost?

How much does a SalesForce license cost? 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....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to create a dashboard in SalesForce Lightning?

Creating a dashboard in SalesForce will allow you to access quickly and efficiently the most important information for your activity. The SalesForce Lightning dashboards contains the useful information that you want to access quickly, and can be fully customized to your needs. Creating dashboards in SalesForce is a simple and necessary operation to use the full potential of the real time reporting....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to merge accounts in SalesForce Classic?

How to merge accounts in SalesForce? It might be necessary to perform a SalesForce merge accounts operation in several cases, especially while performing some data cleansing, and noticing that different SalesForce accounts registered actually represent the same account, but with slightly different data, such as a character wrongly entered, a SalesForce merge account operation becomes necessary. Also, when several clients merge together, or a former account left the company and has been transferred to another account, it might be necessary to merge both accounts in SalesForce....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to merge contacts in SalesForce Classic?

How to merge contacts in SalesForce? Merging contacts from an account can only be performed on SalesForce Classic, and is a pretty straight forward operation. It will be especially useful to merge contacts in SalesForce during operations such as data cleansing, that might dig up some redundancy in the registered contacts. A SalesForce merge contacts operation will allow to cleanse the data that might be duplicated, by selected the right one amongst different records. See below how to merge contacts in SalesForce Classic to ensure the highest data accuracy possible....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to create a report in SalesForce?

Creating a report in SalesForce is a basic and very important operation, as is it also the base to export data from SalesForce to Excel or CSV for example. Creating a report can be done by access the report menu in the navigation bar, and must be added in the bar if not existing yet....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to create a workflow in SalesForce?

Creating a workflow rule in SalesForce is done in the SalesForce setup, under process automation > worlkflow actions. What is a workflow in SalesForce? Workflows are used to automatize actions. See below in detail what are they used for, how to create them, and how to activate them in SalesForce Lightning....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to create an account in SalesForce Lightning?

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....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to add users in SalesForce Lightning?

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....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.
 

How to export contacts from SalesForce Lightning?

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....
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Your Data – Encrypted. Identity – Anonymous. Internet Speed – Superior.