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Recent Posts

Nadya Damhar

Opportunity product line items change order when converted to a quote. How to keep them in the same order that they've been entered into the opportunity? More

5 hours ago · 0 comments · 1 likes

dev dev

Hi everbody, I would like to disable for all users, apart from dev., an option to create opportunity without converting from lead. So basically, the only way to create new opportunity would be to convert a lead, for a regular user. Unfortunately I don't know how to change such permissions or disable/delete "NEW" buttons in opportunity and account list views. Would appreciate any help very much :) More

7 hours ago · 1 comments · 0 likes

Anthony Lullo

On my Case record page in Lightning, we have a quick action for Send Email. When users click on that Send Email quick action, it acts like a Reply All. Users want to create a new email from a Case, so I added some predefined values to clear out the email body, but then a users email signature doesn't display. Would I need to email quick actions; one for a new email and one for reply? @Chicago, IL Administrators Group More

7 hours ago · 0 comments · 1 likes

Lisa Cassidy

Challenge 2 for the day - When my users were in classic and wanted to find old opportunities associated with a product number, they would go search the product name, try to delete it and Salesforce would tell them that it could not be deleted because it was on several opportunities and it would list them. How can they do this in Lightning? Essentially, they want to search a product code and have SF bring back all of the opportunities associated with that code. Thanks More

7 hours ago · 1 comments · 0 likes

Lisa Cassidy

When my users do a search for a product, it show them the files associated with that product code. Under the file association, they would like to see the RELATED record. Is this possible? How can I make the adjustment? More

7 hours ago · 0 comments · 0 likes

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