How to activate a flow in SalesForce Lightning 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 […]
Tag Archives: SalesForce
How to use SalesForce?
How do you use SalesForce CRM? 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 […]
How to get security token in SalesForce Lightning?
How to get security token in SalesForce Lightning? [English] Why do you need a security token in SalesForce Lightning? How to get security token in SalesForce Lightning? Interface example SalesForce get security token option in settings SalesForce security token received by email Similar articles Comments (0) Why do you need a security token in SalesForce […]
SalesForce: delete user in few easy steps
SalesForce: delete user implications 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 […]
Create custom field 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. Add Custom Fields Unit | Salesforce Trailhead Create Custom Fields – Salesforce Help Accessing SalesForce setup Object Manager Start by […]
How to create a workflow in SalesForce?
How to create a workflow rule 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 […]
How to create a report in SalesForce?
Report creation 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 […]
How to export contacts from SalesForce Lightning?
How to export contacts from SalesForce 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. See below a full example of the exportation of a full contacts list. Create report with contacts Start […]
How to create a dashboard in SalesForce Lightning and add components?
How to create a dashboard in SalesForce 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. Create a new […]
How to create an account in SalesForce Lightning?
SalesForce how to create account 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. Go to customer account tab Start from […]
How to change language in SalesForce lightning?
SalesForceLightning in different languages 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. The languages available in which Lightning interface can be displayed […]
How to add users in SalesForce Lightning?
How to add users in SalesForce 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 […]
How much does a SalesForce license cost?
How much does a SalesForce license cost A SalesForce Lightning license cost starts at 25$US per user and per month, at the minimum. This is without much liberty for users, as the system is limited to basic functions. It can go up to 300$US per user and per month with full user access to the […]
How can I export data from SalesForce to Excel?
How to export data from SalesForce to Excel 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. Export report to […]
How to add custom object to navigation bar in SalesForceLightning?
How to add custom object to navigation bar 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. Personalize navigation bar Start by opening the navigation bar personalization […]
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. 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 […]
How to merge accounts in SalesForce Classic?
SalesForce how to merge account 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. Find merge accounts option in Accounts […]