... Uploading a document If you've been searching for a solution for document management of sales collateral and you're not overly concerned with storage , you might prefer to upload your files into Salesforce . ( See the later section ...
... Lightning Record Pages link on the left sidebar. Click the New button to ... template for the page and click Finish. This preconfigures a browser window ... sales teams — say, one that sells into healthcare services and another that sells ...
Grab this book to learn how to make the most of it! From navigating salesforce.com to performing common tasks that relate to your accounts and contacts, this guide will get you going in no time.
... reality to get a stomachache, especially if your business grows and more people start entering information in Salesforce. Resist that impulse until you ... Your Custom App Strategy.
... Lightning page layouts using the Lightning App Builder . Although the ... link in the left sidebar . 2. Click the New button to start the New ... template for the page and click Finish . This step preconfigures a browser window into ...
... (avatar) photo in the upper-right corner of the Salesforce page, and then click your name or the (avatar) photo to the left of your name. Your profile page appears. The top header displays the most relevantat-a-glance information: your ...
This website uses cookies and collects data for optimal performance. Your continued use signifies agreement to our Privacy Policy.