I hope this is the right place to pose this question. Due to my Salesforce is in German only, I hope I find the right definitions / item names to make my request understandable.
I have a standard field named "name", that consits of "salutation", "first name" and "last name".
Example "name": Herr Otto Müller
I have got also a customized field named "salutory address", that can have two values: 1) Sehr geehrte Frau (Dear Mrs.) 2) Sehr geehrter Herr (Dear Mr.)
What I do at the moment is, that I choose one of the values manually. But due to I know (because of the field "salutation") if it is a man or a woman, I expect there must be a way to fill the customized field "salutory address" automatically.
Example: If field_saluation="Herr" then field_salutory address="Sehr geehrter Herr" else "Sehr geehrte Dame"
No claim for right syntax, just to make clear my request :)
I tried to solve this via "Feldabhängigkeiten" (field depandancies) but the help text says, that I can´t choose "standard values".
So I have no clue how to solve this. Please, if someone gave me a step-by-step description or a hint where to find the solution, I would be very grateful.
as I didnt find an adequate area where I can pose my question, I hope this is not "Off Topic" in General Development.
Well, I am looking for an intuitive, easy to learn and easy to handle contract management software what can be integrated in salesforce or has at least a connection to it.What I imagine is a kind of drag&drop system in which an admin defines single modules or articles (with a text description, price, pictures etc.) and a sales rep can create a contract / offer click by click later on. The custom data (account name, etc.) will be pulled from salesforce.com automatically.The created contract should be available in MS Word to make individual changes.
I am not only looking for a plain invoice / quote software, but it should also give me the possibility to add predefined text components to give a proposal for solution for example. Due to a contract can be devided into serveral paragraphs / headlines it would be nice to have an automatically generated index of contents.
Due to I dont want to install hundreds of apps from appexchange I wanted to ask the community first if you can recommand any software that matches (most) all of my requirements.
