My scenario: I have multiple companies (from acquisitions) working in the same org. their records are separated by record type etc. One issue that comes up, the reps will use the global search and see leads that aren't there's, then they take them and work them. So in short, these companies (which are all part of my company - they are subsidiaries) are poaching each others leads. Each company has slightly different business deals they are closing, but in short I want to set something up where if someoen if someone has Profile X, then they can't see specific record types, so then they won't even come up in search.
How can I take care of something like this specifically for Leads and Opportunities.
Lead is set to Public Read/Write/Transfer
Opportunity is set to Public Read/Write
Thanks for any info!
If you want leads/opportunities to be invisible to any subset of your org, then you will need to set their OWD (Org Wide Default) to Private. Once you do, you can begin working on who actually does get to see them.
First of all, standard objects always grant access via hierachy. This means that if a user owns a record, then that user's manager also sees that record, and that user's manager, and so on - according to your org's role hierarchy. This can be a great way of making sure your company dirrectors get to see everything that goes on in their company (only).
You may want to set up some ownership-based sharing rules so that other agents in the company can see leads and opportunities owned by agents in the same company. Roles also come into play here.
As we start to log activities inside an Opportunity, we would like to autofill certain fields.
In an Opportunity, we have a custom lookup field called "Advisor" which ties the Opportunity to the appropriate Contact record.
When I go to create a new task within the Opportunity, there is a lookup field called "Name" which can be either a Contact or a Lead record.
I would like the "Name" field (which will always be a Contact record) to auto populate the "Advisor" field when creating a new task, essentially matching the two fields.
Is there a workflow for this? Thanks in advance!
- Go to the Setup | Customize | Activities | Task Buttons, Links & Actions
- New Button or Link
- Label it as: Create a Call
- Display Type: List Button
- Uncheck the option: Display Checkboxes (for Multi-Record Selection)
- Behaviour: Display in existing window without sidebar or header
- Content Source: URL
- Save it
Now, go to any Opportunity record and then:
- Hit Edit Layout from top right
- Scroll down to the Activity History Related List
- Click on the Wedge at the top right corner
- Expand Buttons section
- Move the newly created "Create a Call" to list of Available Buttons
- Uncheck the out of the box = "Log a Call"
- Hit Save
I self-taught to be a Salesforce Admin, learned through trailhead and earned a ADM 201 certificate recently. I would like to kick start a career as a Salesforce admin/ Jr. Salesforce admin or volunteer 15-20 hours/week. I am based out of Cleveland and looking for opportunities in and around the city or remotely. Any help/input on where to start is greatly appreciated.
Thank you !
There is a strong group of rockstar UG leaders in Cleveland like Amy Oplinger and Shannon Zdanowicz, they'll be able to make some introductions for you. There is also the Cleveland GiveCamp that is coming up this summer, spend a whole weekend volunteering and working for nonprofits in the area.
GiveCamps are a great place to work with other Salesforce professionals, show off your skills on real projects, and make great connections. I've found some great talent at Pittsburgh GiveCamp events, two admin volunteers I met there are now doing fulltime consulting work as a result of connections they made at GiveCamp.
CLE User Group
CLE Non-profit User Group
The asset box is available, but when I click on the asset box it is bringin up all assets that have been added into the system. The asset box has Search for asset. I want to click on the asset box and only have the assets at the account show. Is this possible ?
I am using the Professional Edition.
Which camera is used for the exam, and where can I find it?
As Pritam mentioned, it is good to have basic knowledge about programming, most importantly Java and Object Oriented programming concept.
For Java and Object Oriented progtramming, I would recommend this FREE course by John Purcell: "Java Tutorial for Complete Beginners". It is a course with around 16-hour videos with explanation and examples.
Believe me, the Dev 1 will be much more easier if you complete this course beforehand. Apex and Java are 80% similar!
Could someone please let me know.
I am using Lightning and I would like to mass email customers. However, as I can read online, mass email is not available on Lithgning.
Does anyone know a workaround? Would it work if I just use classic to do it?
Upvote This Idea:
switch to classic experience to send the email and once sent you can go right back to lightning
I haven't found a sound answer that wasn't 4 or 5 years old, but is there any way to enable Chatter for Accounts?
Or at least @mention accounts? Is this an option yet in Salesforce?
For now if you need to have a chatter post show up at the record level you need to post it on the actual record. That being said if you have key accounts or opportunities that you manage, you could create chatter groups around those items and @ mention the group. Keep in mind the system is not going to tie that group to any specific records. You could @ mention a group on a record feed post to bring it to people's attention though.
Resource: - https://success.salesforce.com/answers?id=90630000000hjugAAA