• Apulido
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Hi - SF Help & training indicates that you can add up to 4 columns to a dashboard table.  I'm still struggling with it, I can only get it to show 2.  Has anyone been successful with this?

 

Thanks

 

Hi All,

 

I have created a Record Type for Opportunities. I have decided against using a Record Type so I now want to delete it.

I clicked Del and it lists the profiles that are using the RT. I have edited each profile, resetting the Record Type back to Master.

 

This works except for Standard Platform User. This profile does not have an option to set the RT for the Opportunities object. Opportunities is not listed at all for this profile.

 

I am now stuck with an unwanted RT. I can't delete it as SF says the profile is using it as the default.

 

Any ideas?

 

Thanks.

 

 

- Andy

 

Hi:

 

When we convert Prospects into Opportunities in Salesforce, the Opportunity record is automatically assigned a close date of the end of the current fiscal quarter.  I found this is true by reading the Help section in Salesforce on opps created from converted leads.

 

I can see no way of changing this close date for opps created from converted prospects.  What I want is for the opportunity created from a converted prospect to have a Close Date of Today + 30 days AND NOT the date of the end of the current fiscal quarter.  How can I change the Close Date on Opportunity records that are created when a Prospect is converted into an opportunity? 

 

This seems like it should be a really easy thing to do but I can find no way of doing it.

 

Thanks!