What is a Record ?
As Salesforce’s 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. In other words, the ...
How to create a New Contact?
Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need. To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...
How to create a Package?
As Salesforce user, you can create packages and use them in your MYCE Quote. First click on the little arrow of the Packages object Select new package From the New package creation window, fill the information Name Hotel Currency Description: add a ...
How to create a New List View?
See your list of records with the filters you want by creating a list view. Click on the settings Select “New” Define the name of your list view Choose who might be able to see your list view: only you, a group or everyone Do not forget to save ...
How to create a New Account?
In salesforce, note that 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 information Save your ...