That serie of videos named: WHO SEES WHAT is excelent:
And the next on line courses:
Online course: Administration Essentials for New Admins and Administration Essentials for the
Other helpful resources:
Online course: Analyze Your Data with Reports
Online course: Configure Salesforce with Custom Fields
Online course: Customizing Profiles to Align with Your Business Needs
Online course: Getting a Head Start with Chatter
Online course: Getting Started with Managing Data
Online course: Managing Users and Troubleshooting Login Issues
Online course: Summarize Your Data with Dashboards
Case Record Type = Loan/Unam Balance
Loan Balance 1 > 1
The workflow rule creates a field update which uses this formula to populate the unamortized balance field:
Loan_Balance_1__c + Loan_Balance_2__c + Loan_Balance_3__c + Loan_Balance_4__c + Loan_Balance_5__c
However, if all 5 balances are not filled out, the workflow rule does not function. How could I resolve this? There are scenarios where only 1 loan balance is filled out and some scenarios where only 3 or all 5.
How do you configure Enhanced Look-ups to work with both standard and custom fields in Professional Edition?
So I went to Set-up->Build->Search->Search Setting and turned on "Enhanced Lookups" and "Lookup Auto-Completions" for all possible objects. (Accounts, Asset, etc) Then, I went to Set-up->Build->Customize->Opportunies->Search Layouts. Then I get a page that lists "Search Results, Lookup Dialogs, Lookup Phone Dialogs etc.) How do I configure the "Partner Rep" field to search based on the contact field? I don't know how to configure the options available at this screen and when I click "View Example," it says the URL no longer exists.
Can someone please explain in detail how to configure enhanced look-ups for standard and custom fields? Or should I be using another feature? Please keep in mind that I have Professional Edition.
It keeps telling me incorrect date format and I can't find it in the help.
I should be able to have a dynamic date range, correct?
Last Activity equals "LAST 180 DAYS"
Seach for "Special Date Values for Filter Criteria" in help.
We just refreshed our sandbox, and now it's gone. I'm not sure how to get it back, and if that was a custom thing we did ourselves? Do other people have that in their sandbox environment?
I am planing to give ADM201 Exam within this week.
As preparation alone not sufficient for the exam I need MOCK exam papers for ADM201 which will help me to clear this exam.
If you have MOCK Exam papers for ADM201, please provide me.
How do I create a report that shows all account activity (open and activity history) and shows opportunities won and includes that information?
The reason I mentioned the Activities is that if you can get it sorted out, you won't even need the join report anymore and you can just report on Opportunities with Activities as a single report type