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,
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
An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management
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.
After Spring’14 release you can now add Code samples to posts when the rich text editor is enabled in Chatter Answers and Ideas, and code will display in proper format. Configure this feature for your organization To configure it for ideas follow the blow steps 1) Click on Name |
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 Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top