Learning Salesforce With Pranav

Hello Salesforce Lovers, This blog helps you in analysing what are the things you need to remember for switching your Salesforce org from Classic to Lightning. Does Your Org Qualify for Lightning Experience? For qualifying your org you must check these Now run the Readiness Check from the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile (1). On the Check Readiness tab in the Migration Assistant (2). Click Check Readiness (3). The Readiness Check emails the report to your email id and also saves it to Salesforce Files. The report looks like  Now follow the Readiness report and make changes for that are required/necessary for switching the org to lightning. Now follow the below steps to enable Lightning From Setup in Salesforce Classic. Click Get Started in the Migration Assistant tile at the top of the menu. On the Turn It On tab in the Migration Assis...

Campaigns with Influenced Opportunities The Campaigns with Influenced Opportunities report doesn’t seem to be working in the Salesforce Lightning Experience,  So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “” AND Primary Campaign Source: Campaign Name equals “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Special Instruction :  For this custom report  you have to create a custom report type that follows the below sequence Opportunity –> ContactRole –> CampaignHistory –> CampaignMember  Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions (Enhanced S...

Sales Path  is a great feature that  Salesforce  is made available for  Lightning Experience  only. This tool is designed to guide your sales reps through the sales process from within  Salesforce1 , to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is  won ! With your company’s sales operations manager, customize and determine the stages that appear for your reps. This can add fields that matter to your company and that can include guidance for success. You can include details about company policies, even links to relevant feeds, and tips for establishing positive selling relationships. The sales path appears with the stages and guidance when you set up for your reps work in the lead workspace and opportunity workspace. When the stages are ready to move to next one, Reps mark stages as completed. This is a great fun and a wonderful built that reps focus only on the fi...