In Salesforce Chatter group represent group of users. It’s a great way to boost collaboration in your organization. We can add any number of users in Chatter group. Chatter can email you every time someone follows you, posts to your profile or groups etc. You can also receive daily or
Tag: DEV401
Splitting Credit across Your Sales Team
Opportunity splitting help you to share sales credit across an opportunity team. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature. Business Use Case In Universal container normally single opportunity, get split and credit
Floating Headers in Summary and Matrix Reports
It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top
Create Feed-based Page Layouts
After the Spring’14 release Feed-Based Page Layouts is now generally available. This is similar to the case feed layout, which has been available for a while and is now added to some standard objects and custom objects. This feature is available for Account, Contact, Lead, Opportunity, and custom object records by
Use Email to Post to Chatter Groups
Salesforce allow your users to send email messages to Chatter Group email address to create Chatter posts. It’s doesn’t require your Salesforce credentials. You can can only email your posts to Chatter groups that you have access to. Also, users are able to reply to Chatter email notifications and add
Post Announcements in Chatter Groups
Announcement is very important to Spread news across your organization, and Chatter is an awesome feature in Salesforce to do that. Post group announcements is to highlight important messages on the group page. I have written a few articles on Chatter. Why not check them out while you are at
Importance of Opportunity Contact Role in Salesforce
Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object called OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add
