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How to Delete a Campaign in Salesforce Updated on: Here’s how to delete a campaign in Salesforce to remove outdated entries: 1.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 […]
How to delete an account in salesforce Lightning
How to Delete an Account in Salesforce Lightning Updated on: Here’s how to delete an account in Salesforce Lightning step by step: 1. Navigate to Accounts and select the account you want to delete. 2. Click the dropdown arrow. 3. Choose Delete from the options. 4. Confirm the deletion to remove the account permanently. Need […]
How to Delete Campaign members in salesforce
How to Delete campaign members in Salesforce Updated on: Here’s a quick guide on how to delete campaign members in Salesforce: 1. Open the Contact record. 2. Click Add to Campaign. 3. Enter the Campaign Name and click Submit. 4. Next, open the Account associated with the contact. 5. Click the Dropdown menu on the […]
List of Plastic Surgeons – A Complete Guide
Discover a curated list of plastic surgeons, complete with verified contacts, specialties, and essential tips to help you choose the right surgeon for cosmetic or reconstructive procedures.
How to delete an account in salesforce
How to Delete an Account in Salesforce Updated on: Here’s how to delete an account in Salesforce that’s no longer needed: 1. Navigate to Accounts and select the account you want to delete. 2. Click the dropdown arrow. 3. Choose Delete from the options. 4. Confirm the deletion to remove the account permanently. Need accurate […]
How to delete a case in salesforce
How to Delete a Case in Salesforce Updated on: Here’s how to delete a case in Salesforce safely without affecting related data: 1. Navigate to Sales and go to the Analytics tab. 2. Use the search bar to find and select Case. 3. Click on the case you want to delete. 4. Click the dropdown […]
How to change case owner in salesforce
How to Change Case Owner in Salesforce Updated on: Here’s how to change the case owner in Salesforce to reassign responsibilities: 1. Navigate to Sales and search for the Cases. 2. Open the case for which you want to change the owner. 3. Click on Change Owner. 4. Select the new owner from the list. […]
How to close a case in salesforce Lightning
How to Close a Case in Salesforce Lightning Updated on: Here’s how to close a case in Salesforce Lightning once the issue is resolved: 1. Navigate to Sales and search for Cases. 2. Click on the case you want to close. 3. Select Close Case from the options. 4. Choose Save. Need accurate B2B data? […]
How to merge cases in salesforce Lightning
How to Merge Cases in Salesforce Lightning Updated on: Here’s how to merge cases in Salesforce Lightning to keep your records clean: 1. Go to Sales and search for the Cases you want to merge. 2. Select the two cases you want to combine. 3. Click on Merge Cases from the options. 4. Click Next […]