• Vivek Pandey 42
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Hi all,

I am quite new to Salesforce, trying to understand how to customize it to my company's needs. 
My goal is to be able to define teams, 
I understood that teams are defined by roles. and if a Manager user is assigned to a specific role "Manager" he will be able to see everything shared by users assigned to roles beneath that 'Manager'

my question is the following: If two managers share the same role "Manager" will they be able to see everything that is related to the other Manager in addition to the users beneath the 'Manager' Role? 

how can I achieve it ? 
Thx you very much 

I have a custom object named Consultant that holds contact information for consultants of our company.  FirstName and LastName are the two fields within this custom object that represent the consultants name.  My issue, is that when running a lookup to this Consultant object, the record name is the value that comes up.  I can add fields to the lookup so you could see the FirstName and LastName but there is still a problem.  The object that is related to Consultant, will only show the record name in the lookup field in the record.  I want to make my record name for Consultant a formula field that is a concatenation of First Name and LastName.  The standard object Contact has a setup like this and I want to replicate it.  I don't see how to handle this if it's even possible.  Can this be done and if so, how?

 

Thanks,

 

Ralph