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Friday, June 28, 2013
Salesforce Customizeable Forecast Report
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In previous blog , we discussed about Forecast Category, and now we would like to continue on how to create forecast report in this blog. ...
Salesforce Forecast Category
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In Salesforce, each value of Opportunity Stage is mapped to Type , Probability and Forecast Category . Changing the Stage of in Opportunit...
Thursday, June 27, 2013
Salesforce: Workflow - Evaluation Criteria
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Workflow is one of the feature used most in Salesforce, because of the simplicity and it is so powerful. With workflow, administrator can de...
Salesforce: Contact, Opportunity, Case access
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We discussed Account sharing rule related to Contact, Opportunity, and Case in the previous blog . Another area needs to take note related...
Wednesday, June 26, 2013
Salesforce: Web-to-Lead validation
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In previous blog , we discuss about adding record type as hidden field in Web-to-Lead, so when Lead created in Salesforce, it automatically ...
Monday, June 24, 2013
Salesforce: Setting Record Type in Web-to-Lead
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Web-to-Lead is a simple and good feature in Salesforce out-of-the box. It will create HTML code and you just need to put it into your websit...
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