When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record.
Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields. The Extension fields for each will be used to store the phone’s server provider. Note: Some phone service provides charge for text messaging services. Be advised that whomever you send a text to may be charged additional fees.
The Group object cannot be reported on. You can view and edit the lists from Setup but you can pull a list in Salesforce Developer Console that will include the members of each Group. Read More
Making list views available based on need helps ensure users have the information they need without having to search through many that may not pertain to them. Read More
A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for. Did you know that you can filter within the History Tab itself?
Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
One way to automate your business processes is with Workflow Rules. If you schedule tasks after another task is completed or scheduled, rules are the way to go! Workflows let you trigger on both Events and Tasks. If the criteria for the trigger is met, an action takes place. Read More
One way to automate your business processes is with Workflow Rules. If you schedule tasks from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. One of the available actions is to schedule a task. Read More
