Questions tagged [management]

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Best Practice to define a list of consequent activities to close a Case

as title said, I'm looking for a best practice or a standard SF solution to manage a Case creating a list of to-do activity in order to close the Case. For example an operator need to make some ...
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0answers
27 views

Validation rule or Workflow process help on limiting users to 1 of each selection in a picklist

I have a plan picklist with 3 values (A, B, C) and a status with 3 values (Started, InProgress, Complete) all on the same custom Plan object. We want to prevent users to not be able to enter a new ...
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1answer
114 views

Knowledge Management: Is the content of attached files searchable?

Is the content of attached files within knowledge management searchable? If yes, what Kind of document types are supported (doc, xls, pdf,....)? Second question: is it possible, to connect and ...
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1answer
145 views

Send an Email and Associate the Reply to the same record

Environment: Salesforce lightning I am trying to send an email to an external user out of salesforce from a Lead page, I am able to send an email and the user is receiving, For some reason if the ...
4
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2answers
94 views

Where can our customers manage their licenses?

We are building an app that will be sold in the AppExchange. Where can customers that purchase our app manage the licenses they buy for their users? For example - say Acme Co. buys 10 seats for 10 of ...
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3answers
2k views

why reopen a closed opportunity?

I am trying to understand why sales reps would want to reopen a closed opportunity, other than being lazy to create a new one. Also, what are the impacts when the closed opportunity is reopened ? I ...
2
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1answer
306 views

Getting an error on Contact matching rules when using an Account Name

I am having a problem with my matching rules. I want to create a rule against a Contact with the criteria of Account Name with Fuzzy matching (see attached) but I keep getting an error stating: Error:...
2
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0answers
98 views

Custom Territory management

what data model we need to pick when implementing Custom Territory Management solution with Collaborative forecasting ? We do not want to use Customizable forecasting so we have to turn off Standard ...
3
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1answer
134 views

Sandbox Management - What parameters to be considered for managing sandboxes?

I have around 10 sandboxes ranging from Developer to Config Only to Full Sandbox. I want to manage all these sandboxes and make sure all are in sync, all are up-to-date with latest deployment done, ...
5
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2answers
1k views

Calculating Case Due Date excluding weekends and holidays - looking for non coded solution

I am searching for a non code way of getting to this; Calculating Case Due Date excluding weekends and holiday I have a formula which calculates due date excluding weekends, this works great. I ...