5 Expert SalesForce tips for small business: should you use it?
The popular SalesForce CRM comes at a price, and it might be difficult for small businesses to decide on using it or not, especially without any priori experience, and knowing that once you've started using a software, it is very complicated to ever leave it and migrate to another solution....
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How to use SalesForce Lightning?
The latest interface of SalesForce, which is called SalesForce Lightning, in opposition to the previous one, SalesForce Classic, is supposed to be pretty easy to use to manage your company's sales applications and the resources associated with sales activities on the SalesForce Platform....
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Quickly add a chart to report in SalesForce Ligthning
When the button add chart is greyed out in a report created in SalesForce do not panic - a simple manipulation has to be made to be able to create a chart from that report, and the trick can be used anytime when creating reports in SalesForce: group records together for chart generation....
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Easy SalesForce classic to Lightning migration steps
Before being able to offer your users to switch by themselves from SalesForce classic to Lightning through the SalesForce interface, you must consider migrating from SalesForce classic to Lightning. Nowadays and since 2019, SalesForce Lightning is the standard version offered to all users, and the company is pushing all users to use Lightning, the latest version, by default on their SalesForce platform as soon as they get a SalesForce license which will soon only be available for Lightning version....
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How to login on SalesForce?
To login on SalesForce account start by going to the main page of the SalesForce platform website, after having created corresponding SalesForce accounts in order to access the SalesForce dashboards and eventually access your company custom domain....
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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. A license is necessary to add user to the SalesForce account and have them accessing the company data....
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How to get security token in SalesForce Lightning?
If you are trying to login on SalesForce Account in an IP address that hasn't been included in the company IP address trusted range, it will be mandatory to get a security token to be able to login from another location....
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SalesForce: How to activate a flow in the SalesForce flow builder?
Activating a flow in SalesForce flow builder can be done in the setup process automation menu, where it is necessary to create a new view to be able to add a flow in the view using the flow builder, where it will also be possible to run the flows....
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How to easily change or reset user password with SalesForce password policies?
Resetting the user password in SalesForce necessitates to verify all of the password policies that have been setup by the system administrator, and might sometimes lead to users feeling like they cannot reset their password in the SalesForce lightning interface....
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How to use SalesForce?
The SalesForce platform CRM is a cloud based customer relationship management fully accessed online, from desktop or from mobile phone, through a web interface. In order to be able to use the powerful CRM, you first have to login on SalesForce account, and, if you don't have an account yet, you might first need to get a SalesForce license and add user to the SalesForce account of your company, in order to give that user access to the company data....
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Top 20 Salesforce interview questions and answers
Depending on the job you are applying for, it might be useful to study your SalesForce basics before going on an interview about SalesForce platform, as you will surely get some basic questions that can easily be answered on how to use SalesForce products for your future job....
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SalesForce: delete user in few easy steps
It is not possible to delete user in SalesForce platform, as the data is kept for historical and security reasons. However, you can simply deactivate an user, thus disallowing him to login on SalesForce account and use SalesForce at all, provided that you have the necessary admin rights to do so....
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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 toexporting 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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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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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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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 if necessary get a SalesForce license that will cover that user....
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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. The process is pretty similar to exporting data from SalesForce to Excel as it is the case for report export for example....
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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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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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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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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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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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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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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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