A unified image of your client is the key to a better understanding of His/Her needs.
Another quick tutorial; this time on how to add a new field to Activities when creating new Tasks or Events. While in Setup, search for Global Action and in this window we search for the activity we want to edit, then click on the blue text layout. In the edit window, search for a field,… Continue reading Add New Field to Activity Tab
Digitization is everywhere. No wonder then that your customers’ expectations are changing.
With the Allow users to relate a contact to multiple accounts feature, you will be able to add single Contact to multiple Accounts. This is useful when a business owner owns more than one company, or you have a consultant that might work on behalf of multiple organizations. To use this option, you need to… Continue reading Relate a Contact to Multiple Accounts in Salesforce
Today’s business world is so complicated that it’s hard to grasp it without the help of advanced technology.
Service Priorities Reflect a Changing Business Role of Customer Service Departments
In this post, I will present you a problem that I encountered once and I remembered about it recently. When making a Quote Templat for one of our clients, I needed to insert a logo as an image and resize it, which is not possible in Chrome. The solution was to use a different browser,… Continue reading Quote Template – Resize Image
To be mobile is nothing new these days. Just being online may not be enough anymore. Is your company mobile enough?
Using Debug on Canvas in autolaunch-flows, we can test our solution as a different user, without having to log in from the user panel. To use this option, you need to enable it in Settings, in the Process Automation Setting section, select Let admin debug flows as other users. Then we can go to our… Continue reading Debug Flow as Other User
The current situation with the spread of the virus gives you a hard time? Do not worry, we’re all in the same boat .. With the CRM from Salesforce you can build remote work environment!