-
how to Create Account View in sealsforce ?
how to Create Account View in sealsforce ?
-
1 Reply
-
Salesforce: Create Custom Account Views
On the Accounts home page, to the right of the View drop-down list, click the Create New View link.
Name the list view in the View Name field.
Select the appropriate radio button, depending on whether you want to search All Accounts or just My Accounts.
(Optional) Filter by additional fields.
Log In to reply.
Popular Salesforce Blogs
5 Tips For a Successful Salesforce Implementation
The Salesforce Customer 360 platform places the customer at the center of everything you do, allowing you to communicate with them more intelligently. However, great…
Journey Builder: Salesforce Marketing Cloud
Salesforce Journey Builder:- It is a tool that empowers marketers to design and automate campaigns that guide customers through their journey with a brand. Following…
Salesforce Mulesoft Robotic Process Automation: Use Cases and Benefits
Businesses constantly seek to boost digitalization, but time-consuming manual tasks bog down many standard workflows. Automation is especially valuable for organizations with multi-step processes that…
Popular Salesforce Videos
Salesforce Sales Engagement Mastery: Proven Strategies for Efficiency and Success
Salesforce stands as a cloud-based customer relationship management (CRM) software capable of revolutionizing sales procedures and enhancing the efficiency of internal sales representatives. This dynamic…
Being a Sr. Salesforce Consultant | SFDC Consultant Podcast
What it is like being a Sr. Salesforce Developer at a consulting firm. What a day in Sr. Salesforce Consultant's life looks like. Struggles of…
How to Create Seamless Buying Experiences | Salesforce CPQ & B2B Commerce
B2B buying is evolving as buyers want a better, more personalized experience when shopping for their businesses. But Salesforce has that covered. Here are 4…
