I am a Professional Edition user and need help with a custom rule, but I don't know how/what to write. What I would like to do is as follows: when an opportunity hits a certain stage, I would like to require my users to fill out a new close date field, which would only become active when it hits that stage.
How can I massively upload activity into salesforce using excel connector? For example, my company just sent out a direct mailing to a list of 400 contacts exported from salesforce, and I want to record this activity massively rather than having to manually record the 400 mailings under each individual (under activity history), which will take hours. Is there a way to do this?
I am a Professional Edition user and need help with a custom rule, but I don't know how/what to write. What I would like to do is as follows: when an opportunity hits a certain stage, I would like to require my users to fill out a new close date field, which would only become active when it hits that stage.
