Problem: Unknowingly exceeding paid time-off limits
Depending on their service time or employment arrangements, many employees have limits on the time they are allowed to take off in a given period,...
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Depending on their service time or employment arrangements, many employees have limits on the time they are allowed to take off in a given period,...
It is not unusual for multiple Accounts to be created for the same company. Sometimes Contacts submit forms and self-supply...
Certain text field values on a record must follow particular, pre-established patterns. There may be a specific...
There are so many reasons you may have duplicate Contact records in Salesforce. Certainly, user error could be a factor. The...
The buyer’s journey for Opportunities varies from company to company and product to product. But the goal is...
Opportunities can be created by a number of different lead events. A Contact may engage in various activities that...
Records with incomplete data can damage prospect nurturing or customer relationship management. Missing data can take many...
Cases are important drivers of activity and repositories of information and progress within a business. Cases are usually...
Securing a new customer Account is a time for celebration, but also transition. The key contacts have made the decision to move...
Projects usually involve more than one person, so once in a while the same Project might have multiple records created for...
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