Problem: Sales wants detailed reporting, showing the break down of revenue by sales rep each month, including a leaderboard.
Information sales could be interested in includes Total Won, Total...
Information sales could be interested in includes Total Won, Total...
For example, delete an Account if it has had no activity in several years.
You need a way to prioritize records in Salesforce, whether it's for Lead/Contact/Account scoring, or for ordering cases like support tickets. However, you don't want to rely on an Admin or...
There isn't out-of-the-box project management functionality in Salesforce. There are third-party apps like Milestones PM+, that help you can keep track with Gantt charts and hours, but...
You do business in the EU and you want to be GDPR compliant, but information about your users are in different spots. Your email opt-outs are stored in your email marketing system, up-to-date...
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