How To Add New List View In Salesforce Lightning
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1. Open Service Cloud Lightning! 2. Click on "Show Navigation Menu" 3. Click on "Contacts" 4. Tick the contact that you want to change owner of the contact 5. Click on "Settings" icon 6. Click on "New" 7. Enter "List Name" here 8. Enter "List API Name" here 9. Select "Who sees this list view?" from here 10. Click on "Save"
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10. Click on "Save"
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
Restricting access via time of the day
Restricting access via time of the dayMyGuide By Edcast 1. Open Salesforce Lightning
2. Click on gear icon
3. Click on "Setup"
4. Search for "Profiles" in Quick find
5. Click on "Profiles"
6. Select and click on "Profile Name" Restricting access via Time of the day
7. Click on "Edit"
8. Select the time duration as per your requirement
9. Click on "Save"
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How to edit event under account in salesforce
How to edit event under account in salesforceMyGuide By Edcast This document provides a 14 step guide for adding a new event under an account in Salesforce. It instructs the user to click the App Launcher and Sales, select an account, click New Event, enter the event subject, dates and times, select contacts, and click Save.
How to edit call under account in salesforce
How to edit call under account in salesforceMyGuide By Edcast 1. Welcome
In this guide we will learn how to edit call log under account
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select account from below list
For this guide we selected "Test"
6. Select call log under Past Activities which you wish to edit
7. Click this to "Show more actions"
8. Click on "Edit"
9. Edit as per require
10. Click Save
How to edit Note under account in Salesforce
How to edit Note under account in SalesforceMyGuide By Edcast 1. Welcome
In this guide we will learn how to edit Note under Account
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select account from below list
For this guide we selected "Test"
6. Click on "Notes & Attachments"
7. Select Note you want to edit and click this icon next to note to show more options
8. Click on "Edit"
9. Edit as per require
10. Click Save
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How to add New note to Account in Salseforce 
How to add New note to Account in Salseforce MyGuide By Edcast 1. Welcome
In this guide we will learn how to add New note to account
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select account from below list
For this guide we selected "Test"
6. Click on "New Note"
7. Write Note title
8. Check mark this box to keep note private
9. Enter Note description
10. Click Save
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
How to delete case under account in salesforce
How to delete case under account in salesforceMyGuide By Edcast 1. Welcome
In this guide we will learn how to delete case under accounts header in Salesforce
2. Click "App Launcher"
3. Click "Sales"
4. Click on "Accounts"
5. Select any account from below list
For this guide we selected "Test"
6. Scroll down to "Cases" to select case
7. Click this icon next to Case to show more options
8. Click this icon next to Case to show more options
9. Click on "Delete"
10. Click "Delete" to confirm
#DAP #Guide #Automation
Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org
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How To Add New List View In Salesforce Lightning
- 1. How to add New List View Controls in Service Cloud Lightning myguide.org
- 2. Step: 01 Open Service Cloud Lightning! Page 02
- 3. Step: 02 Click on "Show Navigation Menu" Page 03
- 4. Step: 03 Click on "Contacts" Page 04
- 5. Step: 04 Tick the contact that you want to change owner of the contact Page 05
- 6. Step: 05 Click on "Settings" icon Page 06
- 7. Step: 06 Click on "New" Page 07
- 8. Step: 07 Enter "List Name" here Page 08
- 9. Step: 08 Enter "List API Name" here Page 09
- 10. Step: 09 Select "Who sees this list view?" from here Page 10
- 11. Step: 10 Click on "Save" Page 11