How to create a workflow in 銷售隊伍?

Creating a workflow rule in 銷售隊伍 is done in the 銷售隊伍 setup, under process automation > worlkflow actions. What is a workflow in 銷售隊伍? 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 銷售隊伍 Lightning....
閱讀更多

如何將自定義對象添加到導航欄 in 銷售隊伍Lightning?

通過個性化導航欄>添加更多項目>選擇項目>添加導航項目,在導航欄中添加對象(例如另一個快速菜單訪問,例如帳戶)非常簡單。 Start by opening the navigation bar personalization menu, by clicking on the pen like icon on the top right corner of the 銷售隊伍 Lightning interface, below the user avatar. The menu is called personalize your nav bar....
閱讀更多

How to add users in 銷售隊伍 Lightning?

Adding a new user to a 銷售隊伍 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 銷售隊伍 account, go to settings > setup > administration > users > users > new, and follow the instruction to add the new user to the account....
閱讀更多

How to create a dashboard in 銷售隊伍 Lightning and add components?

Creating a dashboard in 銷售隊伍 will allow you to access quickly and efficiently the most important information for your activity. 要創建一個,只需轉到導航應用>新儀表板中的儀表板,然後添加快速可視化所需的組件。...
閱讀更多