Salesforce.com Tools

Comments

Post a Comment

Popular posts from this blog

How to Add a Contact to Multiple Accounts in Salesforce.com

How to Add a Contact to Multiple Accounts in Salesforce.com How to Add a Contact to Multiple Accounts in Salesforce.com If you’re using Salesforce.com, adding a contact to multiple accounts can seem like a daunting task, but it’s actually quite simple. Whether you want to add a contact to two accounts, three accounts, or more, Salesforce.com makes it easy to do so. In this article, we’ll walk you through the steps to add a contact to multiple accounts in Salesforce.com. Step-by-Step Guide to Adding a Contact to Multiple Accounts in Salesforce.com Log in to Salesforce.com Select the Contact Click on “Edit” Click on “Add to Multiple Accounts” Select the Accounts Save Changes Here are a few tips and tricks to keep in mind when adding contacts to multiple accounts in Salesforce.com: Use the “Add to Multiple Accounts” button sparingly Consider crea
Read more

Mastering Reports and Dashboards

Image
Reporting and analytics play a vital role in helping organizations make informed decisions. Here are some materials to help you optimize your experience in building custom reports, including selecting relevant report types, adding filters, creating summary formulas, and developing visually appealing dashboards to present data. Trailhead Module: Reports and Dashboards for Lightning Experience Trailhead Module: Analyze Your Data with Reports and Dashboards Trailhead Module: Create Reports and Dashboards
Read more

Best Practices for Locking CPQ Quotes in Salesforce

Image
Introduction When working with Salesforce CPQ (Configure Price Quote), it is important to ensure that your quotes are properly locked to prevent accidental changes or deletions. In this article, we will discuss best practices for locking CPQ quotes in Salesforce. See  Salesforce.com Help Article: 'Lock Records' Record Locking Record locking is a feature in Salesforce that prevents users from editing a record while another user is making changes to it. This is especially important for CPQ quotes, as multiple users may be working on the same quote at the same time. By implementing record locking, you can prevent users from accidentally overwriting changes made by someone else. To enable record locking for CPQ quotes, you can create a validation rule that checks whether the quote is locked. If the quote is locked, the validation rule will prevent the user from making changes to the quote until the lock is released. Another
Read more