Tag: Salesforce Sales Cloud

Use Lightning Dialer to access telephony features without ever leaving Salesforce. Make and receive calls, add call notes, and log call information with ease. It just takes a single click ....

1. Use the Similar Opportunities related list on the opportunity’s detail page to find Closed/Won opportunities with common information. 2. The criteria used to find similar opportunities is determined by ....

1. Go to Customize --> Opportunities --> Similar Opportunities. 2. Enable Similar Opportunities and Save. 3. Add the Similar Opportunities related list. 4. Click "Find" button to find Similar Opportunities. 5. Select the Opportunities and click "Bookmark" button. 6. Go ....

1. Go to Products --> Schedule Setup. 2. Enable the schedule. 3. Open an Opportunity Product and click "Establish" button. 4. Choose the schedule type. 5. Confirm the schedule. To ....

1. Go to My Settings. 2. Select Force.com Connect Offline under Desktop Add-Ons. 3. Click "Click Here" to save the file or you run if you get run option. 4. ....

HTML Email Status in Lead in Salesforce helps us to 1. Send an email directly from here. 2. Check whether the recipient has opened the email. 3. Track how many ....

Industry Knowledge - 5% Implementation Strategies - 7% Sales Cloud Solution Design - 23% Marketing and Leads - 7% Account and Contact Management - 15% Opportunity Management - 15% Sales ....