Embed Report Charts in Visualforce Pages

Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided by reports and dashboards is especially important in today’s arena, where it’s critical to be proactive, rather than reactive,

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Splitting Credit across Your Sales Team

Opportunity splitting help you to share sales credit across an opportunity team. Salesforce introduce this feature with Summer’13 release. 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

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Orders Management in Salesforce – Part 2

In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the

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File Upload and Download Security Settings

Salesforce allows us to upload various types of Documents. You can upload these documents  as an Attachment or in the Document’s section. Salesforce offers File storage for each edition. It includes files in attachments,  Document’s tab, File’s tab, File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets.

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