I have created a workflow below and it is only triggering when it meets all of the criteria, what do I need to change in the filter logic to meet this requirement below.
- Where Interest field is equal to Benchmarks or Certification AND employee count is less than 5000 AND revenue is less than $1B
- Lead Source Details Equals “2016 Benchmark Report”
- All leads below 200 employees or Below $50 M in revenue
If you are looking for a report to show accounts that havent had activity in the last 12 months you can just replicate the below screen shot. Just run the report based on accounts. When you say sales within the previous 12 months are you saying that there is an activity stored for this?
Best of luck!
I dont have any accounts w/ activities later than that date but if I did they would appear!
Does anyone do this? Just wanted to know what anyone does with this on SF in regards to risk. Best practices, how to set the SF database up to alert when a good customer is being lost etc.
You may need to write a workflow rule with certain conditions which denotes your good customer being lost. Along with workflow, you can write an email alert to be sent out once workflow condition is true.
If there are more complicated conditions, then you can also use Process Builder.
Thank you to those of you who take the time to respond!
The Sales Path guidance labels on the top are deriving their names from the Lead Status picklist values on the Lead Object. As far as I know, the only way to change those labels would be to change the picklist value labels in the Lead Status field.
If the Untouched > Pursuing > Qualified > Unqualified stages represent the status of a Lead throughout its lifetime, then why not change the Lead status picklist items to reflect the same?
I need to re-assign multiple leads from user A to user B, I know how to do this on the saleforce classic version but when I was trying to do the same thing on the Lightening version, I couldn't find any button related to "change owner". I only saw "change status" and "add to campiagn". Wondering what the problem is. Thanks!
my VP of National Sales wants t obe able to see how his regional sales staff is interacting with the sales groups. He wants to measure conference calls, emails, one on one training, etc. I'm thinking that having the Regional Sales managers set tasks for all interactions with Sales would do the job, but wasn't sure if there's a better way. the VP might also want to be able to see the sales person's specific activities.
any suggestions are appreciated.
That will give you any Activity(Task/Event) record logged in SFDC no matter who or what it is related to.
That will give you a sense of the landscape, and from there you can tighten things up with Filter Criteria, or a more Focused Activity Report Type.
"Salesforce could not create this lead because of the reason listed below. For more information about this error or help with Web-to-Case-Lead, please contact Customer Support.
Reason: We could not create this lead because Web-to-Lead has been disabled for your organization.
Please have your salesforce.com administrator enable the Web-to-Lead
interface for your organization by going into My Setup at the top right
of any salesforce.com page.
OID: <my org id>
Lead Capture Page: Not available.
00NG0000009aj6X = Newsletter Requested on <my company>
email = email@example.com "
I've tried going through the HTML in our website cntrl-f'ing for any hints at the web-to-lead code ( <form action= "https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST"> ) but haven't been able to find anything.
Any ideas how this can be happening or how I can turn it off / change the 'code' being used to link whatever form to my org?
I have a question regarding multi-select picklists and checkbox. I need to know the pros and cons of using either multi-select picklist and checkbox. My client does not recommend using multi-select picklist as they are worried of reporting. Hence they are sticking to checkboxes because of reporting.
I recently heard that in Spring/Fall 2016 there were few updates that were implemented to multi-select picklist. I am not quite sure though. My client has asked me regarding the best practices either to implement multi-select picklists and checkbox.
Can anybody suggest me based on the above scenario what must be implemented either the multi-select picklist or checkbox?
Thanks a lot !!!
- MSP's suck for reporting
- Pose challenges for merges
- Pose challenges for automation like workflow rules, process builder
- Pose challenges for formula writing
However, when I try to add a new Organization (Account), the only options I get (for record type) is CSA and Funder. This was not the case under the old version of the Salesforce NonProfit Package.
Click Your Name > Setup > Manage Users > Profiles > click your Profile (NOT Edit)
Scroll down to Record Type Settings and add the other record types for the Account object by clicking Edit, then moving them from the left box to the right.
She would like to be able to easily identify all Contacts that graduated from a specific college or university; in many cases she'll be putting them into a Campaign. Text fields are flexible, but there's a huge potential for misspellings and unusual abbreviations, not to mention if a user were to list multiple schools.
I've ruled out picklists due to the number of colleges out there. If I did it on an adhoc basis, I fear I'd get incessant requests to add schools to the list. A multi-picklist would be an even bigger nightmare.
My next thought was to create Account records for a few schools that I know she's currently focused on and have her leverage the Affiliations object off of the NPE package that we currently use.
Does anyone have a better idea?
In the college data, I provided for the college name and the state since there are schools with the same name (Cornell U. vs Cornell College, etc.).
I forgot where I found the college data, but it has about 3,000 records after I weeded out 2-year schools and professional schools like beauty and mortuary since that fell outside of the requirements.