Відео

how to deactivate it?

This was very useful - thanks for the clear instructions!

not able to move leads from MQL to nurture because the lead score is 100. Can we please fix this so that i am able to move leads from MQL to Nurture and changing the lead score to 0?

not able to move leads from MQL to nurture because the lead score is 100. Can we please fix this so that i am able to move leads from MQL to Nurture and changing the lead score to 0?

Hi, thanks for the video. For some reason this doesn't work on cloned opportunities. Is there a way to trigger "add products" on cloned opportunities?

When i press submit, nothing happens. What should I do?

This was a great video but when I tried to apply this no records returned to the report

Great tutorial. Thanks!

You should have shown where you click to get CLOSED:SUM and WON:SUM. We know the formula, what we want to know is where to get it from...

But where did that picklists option are? Where to define those?

Thanks for the video. It is short and concise

How do you Log A Call accross multiple cases at once?

I have an issue with Validation rule. Picklist field abc if equals =Salesforce, then field xyz (multiselect picklist) becomes visible. it cant be left blank as well. I tried everything isblank with tExt, isnull, include but its not working . Its not giving an error if i am leaving xyz field blank .

how can you put the opportunity , accounts and products in one page ?

I don't see "Add Campaign"

can i add currencies through data loader ?

How can I get this work with a Custom Button in Account? not by clicking New in Opportunity Related List?

You really need an appreciation, Thank you so much for putting this video. Love it.

Wow, never explored these options before.

When I try to mass delete reports I get an error message saying that "You have reached the maximum number (250) of deletable Reports at one time. If you would like to delete more Reports, first delete the ones below and then perform another mass delete." and it does not allow me to delete any reports

Hi, I've followed the vídeo and created the New Global Action, however It doesn't show up on Global Action list. Is it possible to help in this case?

Thanks!!!!!!

How did you set default sales price?

Very Useful video. Thank you!

How can we get this add product modal to pop up at different stages other than when creating an opp?

This was great, thanks!

Great... Thank you. Lightning vs classic page layout editing is rather confusing if you don't mess with it frequently.

Great video! Is it possible to run reports based on recurring revenue, downgrades, and upgrades?

This is great! How do you turn on these inline editing capabilities in both list views and reports?

Hi, could you help me. How, if we count startdate till closed date, with bussines days. And if, cases not closed yet. If, possible we using today. So, we have 2 logic, if cases has closed dan case not closed yet. Please helppp 😢

i was also having problem verifying email. idk i was stuck.can u help?

This is my error message after trying to validate: "Field AMOUNT:SUM does not exist. Check spelling."

Hi, minute 0:33... is there a way to make the product column editable? For example, I wanted to put MISC as the product name and need the MISC word to be editable as needed.

FYI I had to use { !URLEncode (CustomObject.ID) } function to get this to work. I don't know if that's a change in Salesforce since this video was made or if that's particular to custom objects.

Thank you for this. I would like to know if I could reach out directly to get further help- would like to set up multiple commission rates instead of just the 10% you showed in this video.

Thank you so much for your videos !

Can I see the time reported in ASANA under the card?

What would you say is the benefit of this over say, creating a dashboard of this and multiple other reports for a user (or group of users/profiles/teams, etc.)? Really just convenience? Serious question, and thanks for the video

How can you as an admin limit the number of leads or contacts that can be added to a campaign by users?

What is the profile permission needed to be able to add members to a queue

How can I filter out more than 20 account names? What I am trying to do is send the same email to 30 different people, but don't want to click on all 30 contact everytime I want to send an email. I filtered the account names, but seem to have run out of room beucaes it keeps telling me filter is invalid after a certain amount.

Thanks so much for sharing!

How do you get campaign influence in related lidt

How to show total records for joint report?

how todo it for this " . Parked End Date must be filled when the Stage is changed to Parked

Thank You. Im currently in a salesforce class. Are the description field and custom field have the same formula? Also having trouble with spacing for commas ect. I get syntax error

I want to show the formula field on Multi-Line Layout which will calculate some value. But unable to find formula field in the list to add on the layout.

thanks💞

Thank you very much. This is how people should be creating permissions, appreciate the direct flow of video as well. This was helpful in understanding!

Hi! I was curious what you set the "opportunity status" as? Is 29 the number of deals you lost? Thanks!