Bagaimana cara membuat laporan di SalesForce?

Membuat laporan di SalesForce adalah operasi dasar dan sangat penting, seperti juga basis untuk mengekspor data dari SalesForce ke Excel atau CSV misalnya. Membuat laporan dapat dilakukan dengan mengakses menu laporan di bilah navigasi, dan harus ditambahkan di bilah jika belum ada....
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How to create a workflow in Tenaga penjualan?

Creating a workflow rule in Tenaga penjualan is done in the Tenaga penjualan setup, under process automation > worlkflow actions. What is a workflow in Tenaga penjualan? 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 Tenaga penjualan Lightning....
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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. Ini bisa mencapai US $ 300 per pengguna dan per bulan dengan akses pengguna penuh ke fungsionalitas sistem....
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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 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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How to create a dashboard in SalesForce Lightning and add components?

Creating a dashboard in SalesForce will allow you to access quickly and efficiently the most important information for your activity. Untuk membuatnya, cukup buka dasbor di aplikasi navigasi> dasbor baru, dan tambahkan komponen yang diperlukan untuk visualisasi cepat Anda....
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How to merge contacts in SalesForce Classic?

Merging contacts from an account can only be performed on SalesForce Classic, and is a pretty straight forward operation. Dari antarmuka utama, pilih tab akun di bilah navigasi. Kemudian pilih akun tempat kontak harus digabung> kontak gabungan> pilih catatan> pilih nilai bidang> gabungan....
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