Help And Training Community (2024)

FAQs

Where can I find help and training in Salesforce? ›

Click the "Help & Training" link that's available in the top right hand corner or header. Note: If users are setup to Enable the Global Header for Communities the "Help & Training" link is found in the Your Name menu's drop down.

Navigate to the Reports section and select or open an existing report. Within your chosen report, look for and select the 'Join Report' option, then apply it. This action will transform your report into a 'Joined Report' format, indicating 'Block 1' on your report.

You can create a customer portal using the Customer Account Portal Lightning template in Experience Builder. Existing orgs using Customer Portal licenses may continue to use their licenses. When you first save a Customer Portal or partner portal, Salesforce automatically displays the Convert Portal User Access wizard.

Trailhead is Salesforce's free training site that has over 1,100+ modules, quizzes, and hands-on activities by linking a Salesforce Org “Trailhead Playground”. The whole platform is designed to deliver a gamified experience, making learning engaging and the content approachable.

Merge Accounts in Salesforce Classic

Go to accounts -> Tools. Click on Merge accounts. Enter the search string to find duplicate accounts. Select up to three accounts that you want to merge and click “Next.”

A Salesforce dynamic dashboard is a single dashboard that lets you show key information to several different types of stakeholders like employees, CEOs, CFOs, clients, and customers, depending on their permissions and needs, without working to create different dashboards for each one.

Salesforce consolidation refers to the merging of several Salesforce instances into one unified Salesforce organization. The objective is to enhance operational efficiency, data visibility, and process standardization, while simultaneously lowering the total cost of ownership.

What are community users in Salesforce? Firstly, they are external users who can access your community. You can assign the required permissions to the community users to access records.

How to enable community in Salesforce Lightning? ›

Salesforce has various options for creating portals depending on your business needs, such as self-service portals, Salesforce customer portals or communities, and partner communities. Portals give your business a way to share Salesforce data and functionality with customers, employees, and partners.

On a custom field's detail page, click Where is this used? to see the field reference details.

Trailhead. The obvious contender when it comes to learning Salesforce is their very own super engaging and informative Learning Management System: Trailhead. Trailhead has been around since 2014 and was designed as a way for anyone and everyone to become fluent in all things Salesforce.

Learn Salesforce with Our Online and In-person Training - Salesforce.

Salesforce LMS streamlines sales training with the right training at the right stage of the sales process. Training programs tied to stages in Salesforce to fasten the process.