Help Center

Create Projects

In Salesforce Classic

To create Projects

Go to Projects tab and click New

Enter Project Name, Information, and Description

Click Save

 To Edit:

Click pencil icon by desired field

or

Click Edit button on top of page

Click Save

To collaborate with team members, click Show Feed

  • Post update for project
  • Click More to poll team members

In Salesforce Lightning

To create Projects

Go to Projects tab and click New

Enter Project Name, Information, and Description

Click Save

 

To Edit:

Click pencil icon by desired field

or

Click Edit button on top right of page

Click Save

To collaborate with team members, click Chatter

  • Post an update for project
  • Poll team members

 

 

 

 

 

 

 

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.