How to Delete Survey in Salesforce

Delete Survey in Salesforce

In this Salesforce tutorial, we will learn how to delete the surveys in salesforce both in Lightning and Classic editions. In Salesforce deleting a survey is defined as a process of permanently removing a survey record and all its related data from the salesforce system. This includes all the reports, responses, and related metadata like settings, questions, and branding. … Read more >>>

How to Convert Lead to Contact in Salesforce

convert lead to contact using salesforce lightning

In this Salesforce tutorial, we’ll go through how to convert lead to contact in Salesforce Lightning and Salesforce Classic. While working in an organization that uses salesforce as a CRM tool, I got a task to convert the lead to contact. So, I have done some research and found how to convert it in both … Read more >>>

How to Convert Lead to Opportunity in Salesforce

convert Lead to Opportunity in Salesforce example

In this salesforce tutorial, we will learn different ways to convert lead to opportunity in salesforce lightning and salesforce classic step by step. Suppose, you are working in a marketing company and your job role is to sell products to clients or organizations. And you have successfully done your job. So now it is time to … Read more >>>

How to View Survey Responses in Salesforce

How to view the survey responses in salesforce

In this Salesforce tutorial, we will learn how to view survey responses in salesforce both in Lightning and Classic editions. Survey responses are the answers which are given by the respondent to the questions that are present in the survey. The salesforce provides homemade survey features that permit us to create surveys and allocate them to contacts, or external … Read more >>>

How to add address field to custom object in Salesforce

Added address field to custom object in Salesforce Lightning

In this Salesforce tutorial, we will discuss how to add an address field to custom object in Salesforce Lightning and Salesforce Classic. Recently, when I working on creating a custom object in Salesforce, I got a requirement to add an address field for the object. However, after researching and analyzing, I came across a solution … Read more >>>

How to Send Survey in Salesforce

How to send survey in Salesforce lightning

In this Salesforce tutorial, we will learn how to send the surveys in salesforce both in Lightning and Classic editions. For sending a survey in Salesforce we are using a salesforce build-in survey tool called the salesforce surveys that is present in the app launcher. Recently, I was working on the surveys after doing some research. I … Read more >>>

How to Add Lead to Campaign in Salesforce

How to Add to Campaign on Leads List in Salesforce Lightning example

In this salesforce tutorial, we will learn different ways to add leads to campaigns as members in salesforce lightning and salesforce classic step by step. Suppose, we are working in a marketing company and our job role is to sell products to clients or organizations. But now the questions arise how we will promote these … Read more >>>

How to add related list to page layout in Salesforce

add related list to page layout in Salesforce Lightning

In this Salesforce tutorial, we will discuss how to add related list to Page layout in Salesforce Lightning and Salesforce Classic. A related list in Salesforce allows showing data from related objects which is useful for showing a quick overview of related records. So, in this tutorial, we will understand how to add a related … Read more >>>

How to add Dashboard to Home page in Salesforce

New Lightning Page in Salesforce Lightning

In this Salesforce tutorial, we will understand how to add a dashboard to Home page in Salesforce Lightning and Salesforce Classic. Recently, I was working on a Sales application in Salesforce, I observed that the Dashboard tab is not available. So, here we will see and discuss the steps to add the Dashboard to Home … Read more >>>