How can I see all the channel customers in Salesforce?
From the App Launcher, navigate to the Sales app and select the Accounts tab. From the list view controls (), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.
How to find related list in Salesforce Lightning?
1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc.
How to create a list view in sales app launcher?
From the App Launcher, navigate to the Sales app and select the Accounts tab. From the list view controls (), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location. Also, the Filters panel is now available.
How do I view all opportunities in the sales app?
From the Sales app, click the Opportunities tab, and select the All Opportunities list view.
Does Instagram drive sales?
Instagram isn’t for every company, but when it’s done right, it can drive regular sales. If you have a growing Instagram profile that gets some engagement, but you’re not sure how to translate those likes, comments, and follows into sales, these actionable points will help get you started in the right direction.
Do Instagram profiles make money?
Having an Instagram profile doesn’t guarantee you’ll make money, but a great setup and styling is important when it comes to producing Instagram content that can translate into sales. When it comes to styling, a basic knowledge of photography can be extremely helpful. Just knowing how to test angles or what the rule of thirds is can get you ahead of the game.
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
