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  • sagar patel 38
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2 replies

Is it possible to customize cutom object like how Product works for Opportunity?

Is it possible to customize custom object like how Opportunity and Product works? 
I am trying to add field called "standard price" to product's Related list. But i am not able to see that field.
3 replies

Approval process is based on roles and profiles.

I have approval process setup based on roles and profiles. Now my partner wants only Smith's(one user's) approval to go to Jenna(his manager). Can we put criteria on approval process based on users? If i were to change Smith's Role and Profile, But still give him same access as he currently has. How do i make this happen?
SOLVED
2 replies

Do i need to create new Lead assignmnet Rule?

We have new leads coming into Salesfoce through integration. I need to create Lead assignment rules for that. We already have one active lead assignment rule in our salesforce. Should i just add new criterias in that rule. Or should i make a new Lead assignment rule and acivate it only for the integration purpose?
SOLVED
3 replies

Data coming into salesforce through integration.

I have a lead Data coming into Salesforce from another platform. I know integration is done based on API. How does it recognize that under which record type the data shoud go? I have multiple record types on lead object and it needs to go into only one record type.
SOLVED
2 replies

Will the users in that profile be able to see that field?

If i didn't give access of a record type on profile, and while creating new field you give them access on profile of that field. Will the users in that profile be able to see that field?
SOLVED
4 replies

While updating Leads if i have lead id's.

While updating Leads if i have lead id's. Do i still need record type id's and owner id's in order to update the records?
2 replies

Do i need Record type id in file in order to upload the file?

If i have lead id in Product registration (Child object of lead object) file, Do i need Record type id in file in order to upload the file?
SOLVED
5 replies

How do i import a file that has custom object with lead lookup field in it, What else do i need beside email address in my file?

How do i import a file that has custom object with lead lookup field in it, What else do i need beside email address in my file?
2 replies

Is it possible to customize cutom object like how Product works for Opportunity?

Is it possible to customize custom object like how Opportunity and Product works? 
I am trying to add field called "standard price" to product's Related list. But i am not able to see that field.
3 replies

Approval process is based on roles and profiles.

I have approval process setup based on roles and profiles. Now my partner wants only Smith's(one user's) approval to go to Jenna(his manager). Can we put criteria on approval process based on users? If i were to change Smith's Role and Profile, But still give him same access as he currently has. How do i make this happen?
SOLVED
2 replies

Do i need to create new Lead assignmnet Rule?

We have new leads coming into Salesfoce through integration. I need to create Lead assignment rules for that. We already have one active lead assignment rule in our salesforce. Should i just add new criterias in that rule. Or should i make a new Lead assignment rule and acivate it only for the integration purpose?
SOLVED
3 replies

Data coming into salesforce through integration.

I have a lead Data coming into Salesforce from another platform. I know integration is done based on API. How does it recognize that under which record type the data shoud go? I have multiple record types on lead object and it needs to go into only one record type.
SOLVED
2 replies

Will the users in that profile be able to see that field?

If i didn't give access of a record type on profile, and while creating new field you give them access on profile of that field. Will the users in that profile be able to see that field?
SOLVED
4 replies

While updating Leads if i have lead id's.

While updating Leads if i have lead id's. Do i still need record type id's and owner id's in order to update the records?
2 replies

Do i need Record type id in file in order to upload the file?

If i have lead id in Product registration (Child object of lead object) file, Do i need Record type id in file in order to upload the file?
SOLVED
5 replies

How do i import a file that has custom object with lead lookup field in it, What else do i need beside email address in my file?

How do i import a file that has custom object with lead lookup field in it, What else do i need beside email address in my file?