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. Create a new record To ...
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 first click on the Contact object Create a new Contact record by clicking on '+ New Contact' ...
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. It is very simple to create a new List View. First click on 'Accounts' on your menu on the top of screen. Click on the Settings icon (see below) Select “New” from the menu ...
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 Click on '+ New Account' Fill in the fields of the account Save ...