Salesforce Admin Training

❮ Previous Next ❯ IV. Data Upload: A. Project Data Upload: 1. Create the Excel File:• Open Excel and fill in the necessary information for each field (like Project Name, Project Start Date, Project Expected completion date, Area, Saleable Area, Project Type, No of building, etc.).• Make sure the column names (headers) in the file

❮ Previous X. REPORTS and DASHBOARD 1. Create a dashboard on lead which shows the below details: o Lead Created By Month     Creating a report on the Lead object:    1. Create a New Reports: Go to the Salesforce homepage, click on the “Reports” tab, Click on the “New       Report”button.   2.

❮ Previous Next ❯ IX. Invoice Overview Invoice: The Invoice object in Salesforce will store all details related to these invoices, ensuring accurate tracking of payments and financial records. Field Label Field Type Pick list Value Description Invoice Number Auto Number NA An auto-generated number for the invoice. Account Lookup (Account) NA Links to the

❮ Previous Next ❯ VIII. Payment Plan Overview and Automation Payment Plan: A Payment Plan is a detailed chart outlining the installment schedule, including the dates and percentages for each payment. This helps the customer understand their financial commitments for the purchase. Field Label Field Type Pick List Value Description Payment Plan Name Text NA