SalesForce – YB Digital

SalesForce: How to activate a flow in the SalesForce flow builder?

November 6, 2019October 10, 2019 ybierling 0 Comments Navigation bar, Sales Force, SalesForce, SalesForce flow builder, SalesForce how to activate a flow, SalesForce setup, SalesForce workflow

How to activate a flow in SalesForce Lightning flow builder? Activating a flow in SalesForce flow builder can be done

Salesforce

How to use SalesForce?

November 4, 2019October 10, 2019 ybierling 0 Comments how do you use SalesForce, how to use SalesForce, Sales Force, SalesForce, SalesForce interface example, SalesForce Lightning

How do you use SalesForce CRM? The SalesForce platform CRM is a cloud based customer relationship management fully accessed online,

Salesforce

How to get security token in SalesForce Lightning?

October 31, 2019October 10, 2019 ybierling 0 Comments how to get security token, how to get security token in SalesForce, how to get security token in SalesForce Lightning, Sales Force, SalesForce, SalesForce get security token, SalesForce interface example, SalesForce Lightning

How to get security token in SalesForce Lightning? [English] Why do you need a security token in SalesForce Lightning? How

Salesforce

SalesForce: delete user in few easy steps

October 29, 2019October 10, 2019 ybierling 0 Comments deactivate user in SalesForce, SaleForce Interface example, Sales Force, SalesForce, SalesForce delete user, SalesForce user profile, standard profiles in SalesForce

SalesForce: delete user implications It is not possible to delete user in SalesForce platform , as the data is kept

Salesforce

Create custom field SalesForce

September 4, 2019August 27, 2019 ybierling 0 Comments create custom field SalesForce, custom field SalesForce, delete custom field SalesForce, SalesForce, SalesForce Lightning

Creating a custom field in SalesForce is done in the Setup > Object Manager menu, from where it is possible

Salesforce

How to create a workflow in SalesForce?

May 30, 2019May 5, 2019 ybierling 0 Comments action triggered workflow, SalesForce, SalesForce Lightning, SalesForceLightning, workflow creation, workflow rule

How to create a workflow rule in SalesForce Creating a workflow rule in SalesForce is done in the SalesForce setup,

Salesforce

How to create a report in SalesForce?

May 29, 2019May 5, 2019 ybierling 0 Comments data report, data report creation, export data to Excel, report creation, reporting in SalesForce, SalesForce, SalesForce Lightning, SalesForceLightning

Report creation in SalesForce Creating a report in SalesForce is a basic and very important operation, as is it also

Salesforce

How to export contacts from SalesForce Lightning?

May 8, 2019April 9, 2019 ybierling 0 Comments contacts export, export contacts to excel, export report, export to excel, Sales Force, Sales Force Lightning, SalesForce, SalesForce export, SalesForce Lightning, SalesForceLightning

How to export contacts from SalesForce Exporting contacts from SalesForce is a pretty easy operation, by creating a report containing

Salesforce

How to create a dashboard in SalesForce Lightning and add components?

May 7, 2019April 9, 2019 ybierling 0 Comments add component, create dashboard, Sales Force, Sales Force Lightning, SalesForce, SalesForce Lightning, SalesForceLightning, select chart type, setup component

How to create a dashboard in SalesForce Creating a dashboard in SalesForce will allow you to access quickly and efficiently

Salesforce

How to create an account in SalesForce Lightning?

May 6, 2019April 9, 2019 ybierling 0 Comments accounts creation, create account, customer account, how to create customer, Sales Force, Sales Force Lightning, SalesForce, SalesForce interface, SalesForce Lightning, SalesForceLightning

SalesForce how to create account Creating a customer account in SalesForce can be done easily by going to account tab

Salesforce

How to change language in SalesForce lightning?

May 3, 2019April 9, 2019 ybierling 0 Comments change language, language selection, Lightning in other languages, Sales Force, Sales Force Lightning, SalesForce, SalesForce Lightning, SalesForce user parameters, SalesForceLightning, switch language

SalesForceLightning in different languages There are many languages available for the SalesForce Lightning interface, and it can easily by changed

Salesforce

How to add users in SalesForce Lightning?

May 2, 2019April 9, 2019 ybierling 0 Comments activate user, add new user, deactivate user, Sales Force, Sales Force Lightning, SalesForce, SalesForce Lightning, SalesForceLightning, user advanced option, user creation

How to add users in SalesForce Adding a new user to a SalesForce Lightning account is pretty simple, providing that

Salesforce

How much does a SalesForce license cost?

May 1, 2019April 9, 2019 ybierling 0 Comments Sales Force, Sales Force Lightning, SalesForce, SalesForce essentials license, SalesForce license cost, SalesForce Lightning, SalesForce Lightning enterprise license, SalesForce Lightning professional license, SalesForce Lightning unlimited license, SalesForceLightning

How much does a SalesForce license cost A SalesForce Lightning license cost starts at 25$US per user and per month,

Salesforce

How can I export data from SalesForce to Excel?

April 30, 2019April 9, 2019 ybierling 0 Comments data encoding, data export to Excel, data formatting, details only export, Excel export, export data, formatted data export, Sales Force, Sales Force Lightning, SalesForce, SalesForce Lightning, SalesForceLightning

How to export data from SalesForce to Excel Exporting data from SalesForce to Excel is pretty simple, once in a

Salesforce

How to add custom object to navigation bar in SalesForceLightning?

April 29, 2019April 9, 2019 ybierling 0 Comments add menu item, menu item, Navigation bar, personalize interface, Sales Force, Sales Force Lightning, SalesForce, SalesForce Lightning, SalesForceLightning

How to add custom object to navigation bar Adding an object in the navigation bar, for example another quick menu

Salesforce

How to merge contacts in SalesForce Classic?

April 26, 2019April 9, 2019 ybierling 0 Comments contact merge, contacts operation, how to merge contacts, merging contacts, Sales Force, Sales Force Classic, SalesForce, SalesForce Classic, SalesForceClassic

How to merge contacts in SalesForce Merging contacts from an account can only be performed on SalesForce Classic, and is

Salesforce

How to merge accounts in SalesForce Classic?

April 18, 2019April 9, 2019 ybierling 0 Comments account merge, accounts operation, how to merge accounts, merging accounts, Sales Force, Sales Force Classic, SalesForce, SalesForce Classic, SalesForceClassic

SalesForce how to merge account It is not possible to mer accounts in SalesForce Lightning, this operation must be done