Remove a Tab Template

  1. Select the tab template.
  2. Click Remove.The tab template is removed.

Create an Opportunity Manually

  1. Open a prospect record for editing.
  2. Click the Opportunities tab.
  3. Click + Add Opportunity.
  4. Enter details for the opportunity.
  5. When finished, click Create opportunity.

Set and Edit Product Prices in Salesforce Classic

  1. Select a product.
  2. On the product detail page, click Edit from the Price Books related list next to the custom price book that will contain the list price.If you haven’t alreadyadded the product to a custom price book, click Add to Price Book fromthe Price Books related list.
  3. Enter the list price. Alternatively, if both prices are the same, select UseStandard Price.
  4. Select Active to make this price available to products on opportunities or quotes.
  5. Save your changes.

Create a Custom Report Type in Collaborative Forecasts

  1. Start creating a custom report type from Setup byentering Report Types in the Quick Find box, thenselecting Report Types and New Custom Report Type.
  2. For Primary Object, select a Forecasting object, suchas Forecasting Items or Forecasting Quotas.
  3. For Store in Category, select Forecasts.
  4. Let your reps know the locations and names of the report types.

Author Interaction Panel

  1. What account the interaction is with.
  2. Time of last interaction.For Twitter, a rolling 40-day window.For non-Twitter, a rolling 30-day window.
  3. The last 3 or 4 interactions with the author.
  4. Click View More to see the rest of the author interactions.

Report on Territories Without Assigned Accounts

  1. If you’re using Lightning Experience, click New Report (SalesforceClassic), or switch to Salesforce Classic.
  2. Make sure that you have a custom report type that links the Territory Models, Territories, and Territory-Assigned Records objects. Specify that the Territories object may or maynot have related Territory-Assigned records, and make all fields on these objects available for reporting.
  3. Click the Reports tab, and then click NewReport.
  4. From the Territory Management category, select the custom report type created for this report.
  5. Click Create.
  6. Make sure that the Territory Models field Label and the Territories field Label appear on the report. If they do not, add them.
  7. From the Filters dropdown list, select CrossFilter. Configure the filter options to show Territories withoutTerritory-Assigned Records, and then click OK. Configure the filter options to show Object equals Account.
  8. To show data from territory models in Active state only, from the Filters dropdown list, select FieldFilter. Configure the filter options to show State equalsActive, and then click OK.
  9. Add any other fields you find useful for this report.
  10. Save the report and run it.

Share Accounts

  1. Click Sharing on the account detail page.
  2. Click Add to share the account with users, groups, roles, orterritories.Note You can’t restrict access beyond your organization’s defaultaccess levels. When you share an account, Salesforce prompts you to share any relatedcontacts, opportunities, and cases that you have access to. Users must have at least“Read” permission to access the shared records.

Supported Editions - Salesforce Classic , Business accounts available in: All Editions except Database.comPerson accounts available in Enterprise, Performance, Unlimited, andDeveloper Editions

Preview and Modify Text Version of an Email

  1. Open the email to the editor workspace.
  2. Click Edit Text Version or Plain Text.Note The text version of the email editor workspace shows you how the email appears to clientswho cannot see the HTML version.
  3. Adjust the text as needed.Note Now that you've adjusted the text version, any modifications that you make to the HTMLversion are not reflected in the text version.
  4. Click Save.

Edit Content Shared to Your Business Unit

  1. Click Content.
  2. Open the Shared Items folder.
  3. Locate and click your email.
  4. Select a content area without a lock icon.
  5. To start over, click Clear. To edit, clickModify.
  6. Create or edit your content.
  7. Save the content.

Record Actions Example

  1. Create the Salesforce Action and Add It to an ObjectThis example adds the predefined Update a Record action to the Opportunitiesobject.
  2. Apply the Action to the Object’s Page LayoutAdd the action to the page layout for the object. Users whose profiles are assigned tothat layout can see the action in Salesforce. Page layouts control the layout and organization ofcontent, including custom actions, on record detail pages. Each record detail page can havemultiple page layouts to give different users a unique experience.
  3. Add the Action to the Analytics Dataset FieldWhen you add the Update Opportunity action to the Opportunity Name field in the Opportunities dataset, you specify which dimension shows the action menu. You also specify the dataset field that contains the Salesforce record ID. The ID identifies both the Salesforce object and the record.