Hanif Noormohamed

CRM Solutions Architect

Covestic, Inc. 

I am trying create a custom list view that will diplay all "My open tasks" and would like to create button to Select All Tasks and close it with a single click.

 

I don't know if this can be accomplished by writing an S Control or is there a better way to do it within SFDC.

 

Any suggestions ??/.

 

Thanks,

 

Hanif

Hello Everyone,

 

My client has a requirement to expose Lead Information in the Account Page. It is my understanding that once we convert Lead to an Opportunity, the Lead information is erased and there is no link between the Lead and the Account.

 

Please correct me if I am wrong, and if someone has created a routine to expose Lead information on the Account , please let me know how I fullfill this requirement.

 

Thanks,

 

Hanif

Hello Everyone,

 

My client has a requirement to expose Lead Information in the Account Page. It is my understanding that once we convert Lead to an Opportunity, the Lead information is erased and there is no link between the Lead and the Account.

 

Please correct me if I am wrong, and if someone has created a routine to expose Lead information on the Account , please let me know how I fullfill this requirement.

 

Thanks,

 

Hanif

Apprivo is recognized as a leading salesforce.com implementation partner with a growing presence in both small/medium and global organizations. Apprivo is expanding our consulting practice with professionals that have experience with either salesforce.com implementation consulting or CRM consulting. We're looking for people with world-class skills with a preference for a fast paced, entrepreneurial, start up environment who want to take their career to the next level.  

 

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The Senior Consultant role requires the ability to build strong client relations, understand customer requirements and business processes, and a proven ability to create and deliver CRM solutions that meet customer needs.

 

Apprivo is based in downtown San Francisco at One Market, conveniently located to salesforce.com, local transportation, and the Ferry Building. Minimal travel is required.

 

Responsibilities

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I have been a Salesforce Support Administrator/Specialist for a bank in Harrisburg PA for the last three years.  My primary role with the company has been the support administrator for Salesforce.com, the Customer Relationship Management (CRM) system.  My responsibilities included:

 

·         Assisted in a complete business process redesign for all sales functions

·         Customization of the system to meet specific business needs

·         Support for 145 Salesforce.com (SFDC) users - maintaining profiles, access and security requirements

·         Resolve over 100 simple to complex user requests and calls each month

·         Develop complex, macro driven reports to summarize system information for Senior Management

·         Develop complex macro and analysis procedures to integrate data between SFDC and internal systems

·         Assisted in developing comprehensive SFDC training courses, structured to meet specific needs of the company

·         Developed process documentation and field maps

·         Provided one to one training to end users on an on-going basis

·         Researched  and provided feasibility studies for third party SFDC partners

·         Process optimization, redesign, and development of new procedures

·         Developed internal configuration process and procedures for LinkPoint360 (SFDC Third Party Vendor); Coordinated all internal issues between vendor, users and IT department

 

I am an individual who is quick to learn and interested in furthering my knowledge of Salesforce including workflow, SControls and other technical challenges.  I am not looking to relocate, and would prefer the Lancaster/Harrisburg/York area or a position which allows telecommuting with travel, please respond to angelis2@ptd.net.

There's a deficiency somewhere, either in the way SFDC handles Product Line Items or in my knowledge of the app.  I hope it's the latter.

 

Here's the problem.  We want the ability to apply percentage discounts for each Opportunity Product selected within an Opportunity and have the Total Price per line item reflect that discount, then autopopulate the Opportunity Amount field with the sum of the line items.

 

Currently, line item Total Price calculates only the Quantity x Sales Price (with no ability to modify the formula), so I can't include the discount.  I have created custom formula fields at the Opty Product level to provide our "true" price, including the discount, but our sales team will have to manually add, then enter, the sum in a custom "True Amount" field in the Opportunity.  In the meantime, the standard Amount field will continue to reflect an incorrect Amount (which means that I'll also have to reconfigure every report that we use for pipeline data to pull in the new "True Amount" totals (that'll be fun.)

 

Short of Apex or S-Control programming, does anyone know of a workaround?  I find it difficult to believe that SFDC hasn't had this issue crop up before now.

 

Any help appreciated!!!!  Thanks!