What is a Record?
What is a Record? As a Salesforce user, you may be able to create and edit your records. Each section within the objects will be called a 'record'. If you want to add a new company, in the “Account” object, you will get a new account record. ...
How to Create a New Contact
Enhance your contact portfolio to better leverage your database. As Salesforce user, you can create as many new contacts as you need. To create a contact, on the Home Page, click on the 'Contact object Create a new Contact record by clicking on '+ ...
How to Create a Package
As Salesforce user, you can create packages to use in your MYCE Quote. First, click on the little arrow of the 'Packages' object/tab Select '+ New Package' From the 'New Package' creation window, fill the information Name Hotel Currency Description: ...
How to Create a New Account
In Salesforce, an Account means a company. Create and/or add an account is therefore the addition of a new record in the Account object. Click on the arrow of the account object Select '+ New Account' Fill the account informations Save your new ...
Start to Work with Accounts and Contacts
Understanding Accounts and Contacts Develop your customer centric by building customer relationships and collect data to adapt your offer with customer expectation. Through the Thynk environment, gather all customer-useful data by using accounts and ...