Salesforce Guide : How to Manage Email Settings

1. Click on User Profile Icon

2. Click on Settings

3. Click on Email

4. Select My Email Settings

5. Here you can change the display name

6. Here you can change your email address

7. Here you can add Email Signature
(This signature will be added to your outgoing emails)

8. Click on Save!

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Salesforce Guide : How to Customise Social Accounts

1. Click on User Profile Icon

2. Click on Settings

3. Click on Display & Layout

4. Select My Social Accounts and Contacts

5. See social profiles for your accounts, contacts, leads, and person accounts directly in Salesforce.

6. Click on Save!

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Salesforce Guide : How to Create Opportunities

1. Click on Opportunities

2. Click on New

3. Enter the Opportunity Name

4. Enter Close Date

5. Select a Stage

6. Enter Additional Information if you want to

7. Enter an optional description

8. Click Save

9.Opportunity has been created

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Salesforce Guide : How to Create Leads

1. Click on Leads

2. Click on New

3. Enter First Name

4. Enter Last Name

5. Enter the Company’s name

6. Select a Lead Status

7. Enter optional Address Information

8. Fill Additional Information if you want

9. Enter a description if you want

10. Click Save

11. Lead has been created

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Salesforce Guide : How to set up an Account Team

1. Click on Accounts

2. Select your account, or Create a New one

3. Click on Add Team Member
(To start creating the account team we simply click on Add Team Member )

4. Team Role
(Select a Team Role using drop-down button. Let’s put in a ‘Pre-Sales Consultant’ )

5. Opportunity Access
(We only have read/write access for everyone and again, that can be changed by the Salesforce Admin )

6. User
(Here you need to Search for user, that you want to add to your account )

7. From the list of results, Select a User

8. Click on Save!

9. Account Team has been created

10. Start adding more Team Members by clicking here

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