Create Views & Use Filters In Salesforce Lightning | Full Tutorial | 2022

แชร์
ฝัง
  • เผยแพร่เมื่อ 30 พ.ค. 2024
  • Need Help With Salesforce? Check Out - www.crmcrew.com/
    In this video I explain how to create views & use filters in Salesforce.
    Email: info@crmcrew.co.uk
    Telephone: 01494 256996
    Personal LinkedIn: www.linkedin.com/in/nick-boardman
    CRMCrew LinkedIn: / crmcrew
    CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our TH-cam channel.

ความคิดเห็น • 9

  • @user-ee6mk5ry5s
    @user-ee6mk5ry5s ปีที่แล้ว

    Looking to bring in a new column called E-mails...can we do that?

  • @jessicabuchino2119
    @jessicabuchino2119 9 หลายเดือนก่อน

    If you are looking at a report owned by someone else, is this going to change the view for everyone or just your personal view?

  • @shobhajames1426
    @shobhajames1426 10 หลายเดือนก่อน

    Is there any way to filter Activity History related list?

  • @chrisr.9258
    @chrisr.9258 ปีที่แล้ว +1

    hey Nick do you know how to filter for past due dates? Can't find a video on this nowhere!

    • @NickBoardman
      @NickBoardman  ปีที่แล้ว

      Hi Chris, are you trying to find a due date that was more than x number of days away?

  • @AdrianaMaiaAmada
    @AdrianaMaiaAmada 3 หลายเดือนก่อน

    Thanks

    • @NickBoardman
      @NickBoardman  3 หลายเดือนก่อน

      My pleasure! 🫡

  • @mu.x
    @mu.x ปีที่แล้ว +1

    Hi, why I can't find "creat custom object" botton?

    • @NickBoardman
      @NickBoardman  ปีที่แล้ว

      This will be because of the version of Salesforce you are using, you will need to upgrade your account!