In this Salesforce tutorial, we will learn how to change account owners in Salesforce. We will discuss the method of changing owners of accounts in Salesforce Lightning and Classic editions. There are two ways to change the owner of accounts, the first way is to change the account owner from the record page in the … Read more >>>
In this Salesforce tutorial, we will learn how to clone an Opportunity in Salesforce. The feature of cloning an opportunity is available in Salesforce Lightning and Salesforce Classic versions. Opportunity Cloning in Salesforce In Salesforce, cloning of opportunities is not an inbuilt feature but it is the process of making a copy, duplicate, or clone … Read more >>>
In this Salesforce tutorial, we will learn to Set up Opportunity Teams and Opportunity Splits in Salesforce. In Salesforce, Opportunity Teams and Opportunity Splits are features that allow teams and companies to collaborate and manage sales opportunities in a more efficient way. We can set up Opportunity Teams and Opportunity Splits in Salesforce Lighting as … Read more >>>
In this Salesforce tutorial, we will learn to Create a Case Report for the Support in Salesforce. Case reports in Salesforce are created generally for the Customer Support report types and it is possible to create a case report for support in Salesforce Lightning and Classic edition as well. Case Report in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, we are going to learn about enabling or setup a Field History tracking in Salesforce Lightning and Classic editions. We will discuss setting field history tracking for standard and custom objects in both editions. We will learn about the Field History Tracking feature and its uses in Salesforce. There are some … Read more >>>
In this Salesforce tutorial, we will learn to create and add a favorites list to the Salesforce Navigation in the Salesforce Lightning and Classic editions. For this, we will add a view list to the favorites and then display it in the navigation of the Sales app of Salesforce.org. Creating and adding of favorites list … Read more >>>
In this Salesforce tutorial, we will learn about scheduling products for opportunities in Salesforce. The scheduling of products is done in the opportunities and it is possible to setup a product schedule in Salesforce Lightning and Classic versions. Product Schedules in Salesforce In Salesforce product schedules is a feature, that allows us to record when … Read more >>>
In this Salesforce tutorial, we will learn to create a report for product schedules in Salesforce. We will discuss creating a report for product schedules in Salesforce Lightning and Salesforce Classic. Product Schedules Report in Salesforce In Salesforce we create a range of custom reports and one such report is the Salesforce Product Schedules report. … Read more >>>
In this Salesforce tutorial, we will learn about adding Contacts to campaigns in Salesforce. We will discuss the process of adding the contacts to the campaign in Salesforce Lightning and Salesforce Classic. Contacts in Salesforce Campaigns In Salesforce, adding Contacts to a Campaign means associating those contacts with a specific event related to marketing or … Read more >>>
We will learn about how to Create an Average Deal Report in this Salesforce tutorial. Creating an Average Deal Report is possible in both editions i.e. Salesforce Lightning and Classic. This report is not an in-built report in Salesforce, so we will create this report with customization and adding filters. Average Deal Report in Salesforce … Read more >>>