Salesforce Sales tutorials.
In this Salesforce tutorial, we will understand why we need a lead record type in Salesforce. Moreover, we will also go through steps that we can follow to create a lead record type in Salesforce Lightning and Salesforce Classic. Here is the list of topics that we will discuss: What is Lead Record Type in … Read more >>>
In this Salesforce tutorial, we will discuss how we can restrict the access of reports in Salesforce Classic and Salesforce Lightning. Recently, I received a requirement to have two public groups for 2 different departments. Now, here comes the issue, both groups are able to see or view the reports for each other’s department. So, … Read more >>>
In this salesforce tutorial, we will learn to add a Formula Field in the Salesforce Report. Moreover, we will go through the steps using which we can add a formula field in the report using Salesforce Lightning and Salesforce Classic. While working in an organization that uses salesforce as a CRM tool, I got a … Read more >>>
In this Salesforce tutorial, we will understand what is a lead process in Salesforce. Moreover, we will go through the steps using which we can create a lead process in Salesforce Lightning and Salesforce Classic edition. Here is the list of topics that we will discuss in this tutorial. Lead Process in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, we will learn the case assignment rule in salesforce. In addition to this, we will also see step-by-step how to create case assignment rules in salesforce Lightning and Salesforce Classic. While working in an organization that uses salesforce, I got a requirement where I need to assign cases to a specific … Read more >>>
In this Salesforce tutorial, we will get a brief overview of Lead Status in Salesforce. Moreover, we will also discuss how to create a new lead status in Salesforce Lightning as well as Salesforce Classic. Additionally, we will discuss the following topics related to it. Introduction to Lead Status in Salesforce The term “Lead Status” … Read more >>>
In this Salesforce tutorial, we will learn how to enable Quick Text in Salesforce. Recently, I got a requirement where I need to share common responses with colleagues in Chatter or email. To fulfill this requirement, I need to enable Quick Text. So, if you want to learn How to enable Quick Text in Salesforce Lightning and … Read more >>>
In this Salesforce tutorial, we will learn how to add Quick Text in Salesforce. Recently, I got a requirement where I need to share common responses with colleagues in Chatter or email. To fulfill this requirement, I add Quick Text. So, if you want to learn How to add Quick Text in Salesforce Lightning and Salesforce … Read more >>>
In this Salesforce tutorial, we will understand how to create or add lead source in Salesforce Lightning as well as the Salesforce Classic edition. Introduction to Lead Source The term “Lead Source” in Salesforce is generally utilized to describe the channel or origin by which a lead or potential client is found. It may be … Read more >>>
In this Salesforce tutorial, we will learn how to add a bucket field in salesforce. Recently, I got a requirement where I need to group and categorize data based on specific criteria such as ranges, categories, etc. To fulfill this requirement, I create a bucket field in Salesforce. So, if you use Salesforce and want … Read more >>>