How to Log a Call in Salesforce Lightning
How to Log a Call in Salesforce Lightning Updated on: Here’s how to log a call in Salesforce Lightning to record communication history: 1. Go to Sales, then open the Leads tab and select the contact you want to log the call for. 2. Click the Call icon. 3. Enter the Subject and add your […]
How to Create a New Task in Salesforce Lightning
How to Create a New Task in Salesforce Lightning Updated on: Here’s how to create a new task in Salesforce Lightning to organize your work: 1. Go to Sales and click the Accounts tab. 2. Select the account for which you want to create a task. 3. Click the Add Task icon. 4. Enter the […]
How to Create a Case in Salesforce Lightning
How to Create a Case in Salesforce Lightning Updated on: Here’s how to create a case in Salesforce Lightning to track customer issues: 1. Go to Sales, then use the search bar to find and select All Open Cases. 2. Click New to create a new case. 3. Fill in the required Case Information. 4. […]
How to Import Leads into Salesforce Lightning
How to Import Leads into Salesforce Lightning Updated on: Here’s how to import leads into Salesforce Lightning to grow your database: 1. Go to Sales → Leads. 2. Click Import. 3. Select Import File and upload your lead file. 4. After uploading, click Next. 5. Choose to skip fields or map them correctly for import. […]
How to Export a report in salesforce Lightning
How to export a report in salesforce Lightning Updated on: Here’s how to export a report in Salesforce Lightning to share or analyze externally. 1. Navigate to Sales and go to Analytics 2. Open the Reports tab. 3. Select the report you want to export. 4. After opening the report (whether existing or newly created), […]
How to Share a Private Report in Salesforce Lightning
How to Share a Private Report in Salesforce Lightning Updated on: Here’s how to share a private report in Salesforce Lightning in just a few clicks: 1. Navigate to Analytics → Reports and Open the report you want to modify. 2. Click Save Report. 3. Select Choose Folder. 4. If Private Reports is not selected, […]
How to Share a Private Report in Salesforce
How to Share a Private Report in Salesforce Updated on: Here’s how to share a private report in Salesforce with your team members: 1. Navigate to Analytics → Reports and Open the report you want to modify. 2. Click Save Report. 3. Select Choose Folder. 4. If Private Reports is not selected, choose it. 5. […]
How to Make a Report Public in Salesforce Lightning
How to Make a Report Public in Salesforce Lightning Updated on: Here’s how to make a report public in Salesforce Lightning for shared access: 1. Navigate to Analytics → Reports. 2. Open the report you want to modify. 3. Click on Select Folder. 4. If Public Reports is not selected, choose it. 5. Change the […]
How to Make a Report Public in Salesforce
How to Make a Report Public in Salesforce Updated on: Here’s how to make a report public in Salesforce for team visibility: 1. Navigate to Analytics → Reports. 2. Open the report you want to modify. 3. Click on Select Folder. 4. If Public Reports is not selected, choose it. 5. Change the folder to […]
How to delete a Campaign in Salesforce
How to Delete a Campaign in Salesforce Updated on: Here’s how to delete a campaign in Salesforce to remove outdated entries: 1. Click on the App Launcher. 2. Select Campaigns from the list of apps. 3. Open the campaign you want to delete. 4. Click Delete. 5. Confirm the deletion when prompted. Need accurate B2B […]