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Locators HomeWork

The document outlines a series of assignments for managing leads and individuals in Salesforce and OpenTaps. Each assignment includes step-by-step instructions for creating and editing leads and individuals, requiring login and navigation through specific tabs. The tasks emphasize data entry, verification, and updates within the respective applications.

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ktselvan4029
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13 views2 pages

Locators HomeWork

The document outlines a series of assignments for managing leads and individuals in Salesforce and OpenTaps. Each assignment includes step-by-step instructions for creating and editing leads and individuals, requiring login and navigation through specific tabs. The tasks emphasize data entry, verification, and updates within the respective applications.

Uploaded by

ktselvan4029
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Assignment: 1 Create Lead

1. Login to https://login.salesforce.com
2. Click on toggle menu button from the left corner
3. Click view All and click Sales from App Launcher
4. Click on Leads tab
5. Click on New button
6. Select Salutation dropdown
7. Enter the Last Name
8. Enter the Company Name
9. Click Save and Verify Leads name created

Assignment: 2 Edit Lead


http://leaftaps.com/opentaps/control/main
1. Launch the browser
2. Enter the username
3. Enter the password
4. Click Login
5. Click CRM/SFA link
6. Click Leads link
7. Click on Create Lead
8. Enter company name
9. Enter first name
10.Enter last name
11.Click on Create Lead button
12.Click Edit
13.Change the company name
14.Click Update
Assignment: 3 Create Individuals
Test Steps:
1. Login to https://login.salesforce.com
2. Click on the toggle menu button from the left corner
3. Click View All and click Individuals from App Launcher
4. Click on the Dropdown icon in the Individuals tab
5. Click on New Individual
6. Enter the Last Name
7. Click save and verify Individuals Name

Assignment: 4 Edit Individuals


Test Steps:
1. Login to https://login.salesforce.com
2. Click on the toggle menu button from the left corner
3. Click View All and click Individuals from App Launcher
4. Click on the Individuals tab
5. Search the Individuals last name
6. Click on the Dropdown icon and Select Edit
7. Select Salutation as 'Mr'
8. Now enter the first name
9. Click on Save and Verify the first name

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