在Lightning Experience中,可以给记录页面加上路径(Path),便于销售能更直观的看到目前的潜客或业务机会处在哪个阶段,并进行跟进。 Path中可以给每个阶段加关键字段(Key Fields)和成功指南(Guidance for Success)。 但是由于Lead和Opportunity有标准的阶段:Convert、Close Lost、Close Won。每个自定义阶段都能成... ...
FundingOpportunityShare GeneratedWaste GeneratedWasteFeed GeneratedWasteHistory GeneratedWasteShare GenericVisitTask GenericVisitTaskContext GenericVisitTaskContextFeed GenericVisitTaskContextHistory GenericVisitTaskContextShare GenericVisitTaskFeed GenericVisitTaskHistory GenericVisitTaskShare GnrcVstKeyPerformanceInd GnrcVst...
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Salesforce image formula fields display image icons to Salesforce users according to the field value/s a record has, instead of calculating a number, or outputting a string of text. Simply speaking, the formula statements will ask:“if this equals [some value], show [image A], if not, s...
and validity – essentially measuring the data quality for a given field. Business impact refers to object-specific business outcomes, such as Opportunity time to close, Lead time to convert, and Case time to resolution. Unlike Salesforce Lab’s Data Quality Analysis Dashboard, Cuneiform suppo...
@Giulia Vitelli1. Click Gear Icon --> Setup --> Object Manager. Find and select Opportunity object.2. Select Fields & Relationships --> select New.Select Percent as the Data Type and click Next. Enter Discount Percentage as the Field Label. Enter 3 for Length....
hello i'm new to falesforce i have a class apex to return opportunity of a logged in user and i want to diplay it but it returns empty fields can
As an administrator, you can customize the CRM information that's displayed in Copilot for Sales to give your sellers a more relevant view.CRM forms and fields customization is environment-specific—each environment has its own set of configurations. Contact, opportunity, and account record types ...
比如这个Amount就是其中一个Merge Fields字段,直接显示Opportunity中填写的Amount值 在Merge Fields设置中提到可以配置Writeback,也就是在DocuSign签署时填写或者变更相应的字段值可以自动写加到Salesforce相应的字段中。但试了很多次一直没有成功。比如在签署的时候填写的Order Number,一直不能回写成功。
Opportunity.Account.Name becomes: standardFields:['Opportunity.AccountId',...] Custom relationship fields Becauseforcemuladoes not use the Salesforce API to parse formulas (everything is done with the pure text representation of the formula), custom relationships arenot transformedback to their origin...