Problem
Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
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Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce.
Tracking renewals for annual sales deals can be tricky.
You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...
Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of...
There is no out-of-the-box way or field in Salesforce that calculates margin on a sales deal.
Salesforce does not display the total sales figure you want to calculate and display on the Account page.
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