Salesforce

SALESFORCE BASIC NAVIGATION

Global Action Bar- Create a New Lead

CREATE MULTIPLE CALENDARS IN SALESFORCE USING ANY DATA OBJECT

How to reassign Related Objects

TRAILHEAD ACCOUNT

It explains how to navigate the Related To field, find and reassign opportunities or other record Object Types, and utilize the Related To field effectively. If you want to efficiently manage and reassign tasks in Salesforce, this guide is a must-read.

This guide provides step-by-step instructions on how to create a new lead using the global action bar.

This guide covers Salesforce Lighting navigation and does not include Salesforce Classic.

DIESEL LAPTOP SALESFORCE (DLSF) HELP GUIDES

NAVIGATION

LEADS

ACTIVITIES

CALENDAR

Task

Trailhead

Trailmix's

Outlook Extension

Web browser extension