Easily Insert Phone Field from the Marketing Agreement

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How to Insert Phone Field from the Marketing Agreement

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hey everyone welcome back to my channel today were going to be going over how to create a phone number field in salesforce so our use case here is that on our lead object we need to have a work phone so you see we have phone number and thats not very clear but we want to have another phone number field that shows um what not like which one is a work phone or have a different field that is a work phone so lets go ahead and jump into setup were going to click this little gear icon in the top right and either go set up or to edit object im going to click edit object takes you a little bit faster and it might take a little bit all right and from the object manager for the lead object were going to go to fields and relationships going to click new then were going to go and find the phone one you need to scroll up or scroll down and then click next field label is going to be work phone and you can add a description for the people on the back end and then help

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How do I create a product order in Salesforce?

Create an Order Under Tasks, tap the create order item. Do one of the following: Tap Add All Products to Cart. Enter the quantity to order, and add it to the cart. Review the cart and verify the quantity, product value, and total order value. Tap Confirm Order.

How do I create a contract in Salesforce lightning?

Click Mobile Lightning Actions. Search for Create Contract from Quick Find. Drag Create Contract action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear on the objects page. Save your changes.

How do I add custom fields to the sales agreement product object?

In Object Manager, select Sales Agreement Product or Sales Agreement Product Schedule. In Fields Relationships, click New. Select the data type for the new custom field, and then click Next. Enter the field label, and click Next.

How do I add a product to a contract in Salesforce?

On the Sales Agreement Products card, click the dropdown. If the product level of the sales agreement is Product, click Add Products for new products. Or, to modify an existing product, click Edit in the dropdown next to the product. If the product level is Category, click Add Category for a new category.

How do I add custom fields to the sales agreement product object?

In Object Manager, select Sales Agreement Product or Sales Agreement Product Schedule. In Fields Relationships, click New. Select the data type for the new custom field, and then click Next. Enter the field label, and click Next.

Which object is required to create sales agreement in Salesforce?

Create a sales agreement from an external source, including quote, opportunity, or custom object. To use this resource, your Salesforce org must have the Manufacturing Cloud license with the Sales Agreements permission set.

How do I use contracts in Salesforce?

Establish and document the contracts that you have with your accounts and opportunities. Track the contract through your approval process. And use workflow alerts to remind yourself of contract renewals. When you create a contract, consider the type of information thats needed to maximize the quality of your data.

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Insert Phone Field from the Marketing Agreement

Reduce time allocated to papers managing and Insert Phone Field from the Marketing Agreement with DocHub

A step-by-step instructions on how to Insert Phone Field from the Marketing Agreement

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Insert Phone Field from the Marketing Agreement

Got questions?

How do I create a product order in Salesforce?

How do I create a contract in Salesforce lightning?

How do I add custom fields to the sales agreement product object?

How do I add a product to a contract in Salesforce?

How do I add custom fields to the sales agreement product object?

Which object is required to create sales agreement in Salesforce?

How do I use contracts in Salesforce?

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