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 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 Create Accounts

1. Click on Accounts

2. Click New

3. Enter Account Name

4. Enter Optional Address Information

5. Fill Additional Information if you want

6. If you have any description, enter here

7. Click Save

8. Account has been created

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Salesforce Guide : How to Create Contacts

1. Click on Contacts

2. Click on New

3. Enter First Name of the contact

4. Enter Last Name of the Contact

5. Enter Address Information if you want

6. Enter optional Additional Information

7. Enter Description if you want

8. Click on Save!

9. Contact has been created

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Salesforce Guide : How to Create Parent Accounts

1. Click on Accounts

2. Select an Account, or Create a New one

3. Click on the arrow down button, To show more actions

4. Click on View Account Hierarchy

5. You can view the entire account hierarchy
(Here you can see all the available “Parent, Child and Current” accounts)

6. Go back to your Account

7. Click on Details tab

8. To the right of the Parent Account field, Click on Pencil Icon
(To edit your “Parent Account” )

9. A pop-up window appears, containing a Search field and a list of recently viewed accounts

10. Search for the parent account by typing the name of the account in the Search field

11. From the list of results, click the name of the company to select the parent account

12. The pop-up window closes, and your selection appears in the Parent Account field

13. Click on Save!

14. Parent account has been created

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Salesforce Guide : How to Enable Account Teams

1. Click on Gear Icon

2. Click on Setup, Opens in a new tab

3. Search for “Account Team” in Quick Find box

4. Select Account Teams

5. Click on Enable Account Teams, To turn on account teams for your organization
Account Teams help multiple users to better collaborate on accounts by defining a role for each team member

6. Select this check box, To enable “Account Teams”

7. Click on Save!

8. Click on Open, to Navigate this page

9. Select checkbox in which you want to add “Team Members”
(Select the page layouts that should include the account teams related list. It won’t appear on any pages it isn’t added to)

10. Click on Save!

11. Account Team has been added successfully

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