A sales process is a streamlined approach to managing a sales team's activities, from lead generation to closing deals. Learn more about Sales processes in Salesforce through this blog.
Data skew in Salesforce is a phenomenon that occurs when the data in a certain Salesforce organization is heavily concentrated in a small number of records. It is a common issue that companies experience in their Salesforce organization because of the way Salesforce stores data. When data is ...
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1st Field: Status I used the word "Fields" because only 1st field is mandatory while 2nd & 3rd fields optional. You can choose whatever you think appropriate to use but please keep them related to reason code and comments respectively. Here is what I did in my case. ...
I'm a music publisher, and twice a year, I have to calculate how much royalties I need to pay to my writers & co-publishers. This is a complex...
When you add the lookup field using record fields to your Screen element, not only can you search on all the available records for that object, but you can also create a new record, just like you can elsewhere in Salesforce. Additionally, you can use custom components your developers built...
All you’d have to do is specify service field as your Grouping condition so that one alert would be generated per service Learn more New capabilities of Real User Monitoring in Sumo Logic September 2, 2022 We are proud to present to you a major upgrade of Sumo Logic Real User ...
Enhancing SFDC case creation experience: opening cases in new tabs Auto-case creation in Salesforce now opens all new cases in a separate tab, regardless of contact status (known or unknown). Previously, cases for known contacts opened in edit mode within the current tab and closed upon saving...
Enhancing SFDC case creation experience: opening cases in new tabs Auto-case creation in Salesforce now opens all new cases in a separate tab, regardless of contact status (known or unknown). Previously, cases for known contacts opened in edit mode within the current tab and closed upon saving...
If a document has been superseded, the Consolidated Invoice field contains a lookup to the new consolidated sales invoice. Recurring Invoice SchedulesA recurring invoice is a special type of invoice that you enter only once but that causes several similar invoices to be generated automatically. To ...