How To Login As Another User In Salesforce?

How To Login As Another User In Salesforce?
In order to examine the performance of Salesforce, analyze an issue, or resolve a problem, it is sometimes necessary for the Salesforce administrator to log in to Salesforce using the accounts of another user. When resolving a problem, it is necessary to have the ability to log in using the account of another person....

New Part of the team with the Home ...
New Part of the team with the Home Office Setup

SalesForce: How To Use Leads? Everything You Need To Know

Establishing relationships with your clients or customers or leads and then converting them into sales has never been easier thanks to CRM systems or customer relationship management software.
SalesForce: How To Use Leads? Everything You Need To Know
Establishing relationships with your clients or customers or leads and then converting them into sales has never been easier thanks to CRM systems or customer relationship management software....

Easy SalesForce classic to Lightning migration steps

Before being able to offer your users to switch by themselves from SalesForce classic to Lightning through the SalesForce interface, you must consider migrating from SalesForce classic to Lightning.
Before being able to offer your users to switch by themselves from SalesForce classic to Lightning through the SalesForce interface, you must consider migrating from SalesForce classic to Lightning....

How to login on SalesForce?

To login on SalesForce account start by going to the main page of the SalesForce platform website, after having created corresponding SalesForce accounts in order to access the SalesForce dashboards and eventually access your company custom domain.
To login on SalesForce account start by going to the main page of the SalesForce platform website, after having created corresponding SalesForce accounts in order to access the SalesForce dashboards and eventually access your company custom domain....

How to export contacts from SalesForce Lightning?

Exporting contacts from SalesForce is a pretty easy operation, by creating a report containing the contacts to export, and export that report to Excel or another available export format from SalesForce. The process is pretty similar to exporting data from SalesForce to Excel as it is the case for report export for example.
Exporting contacts from SalesForce is a pretty easy operation, by creating a report containing the contacts to export, and export that report to Excel or another available export format from SalesForce. The process is pretty similar to exporting data from SalesForce to Excel as it is the case for report export for example....

How to merge accounts in SalesForce Classic?

How to merge accounts in SalesForce? It might be necessary to perform a SalesForce merge accounts operation in several cases, especially while performing some data cleansing, and noticing that different SalesForce accounts registered actually represent the same account, but with slightly different data, such as a character wrongly entered, a SalesForce merge account operation becomes necessary. Also, when several clients merge together, or a former account left the company and has been transferred to another account, it might be necessary to merge both accounts in SalesForce.
How to merge accounts in SalesForce? It might be necessary to perform a SalesForce merge accounts operation in several cases, especially while performing some data cleansing, and noticing that different SalesForce accounts registered actually represent the same account, but with slightly different data, such as a character wrongly entered, a SalesForce merge account operation becomes necessary. Also, when several clients merge together, or a former account left the company and has been transferred to another account, it might be necessary to merge both accounts in SalesForce....

How to merge contacts in SalesForce Classic?

How to merge contacts in SalesForce? Merging contacts from an account can only be performed on SalesForce Classic, and is a pretty straight forward operation. It will be especially useful to merge contacts in SalesForce during operations such as data cleansing, that might dig up some redundancy in the registered contacts. A SalesForce merge contacts operation will allow to cleanse the data that might be duplicated, by selected the right one amongst different records. See below how to merge contacts in SalesForce Classic to ensure the highest data accuracy possible....