We're thinking about moving to MSFT's new Power BI and I want to know if you'll be able to embed it in a SFDC page (whether it's standard layout or a vf page.
I'm trying to create a few list views for our reps to call on based on specific criteria. They only need to see the contacts they can call on, though. We updated all the account ownerships, but the contact owners didn't all change over to the new rep.
What would be the best way to have the list view on the Contact tab show any Contact under Accounts each individual rep owns?
Thanks,
Joe
Edit: Our OWD allow all reps to see all Accounts and Contacts and needs to stay that way.
I'm trying to create a workflow to automatically update a "Client" checkbox on an account if there is an active contract (meaning the Contract expiration date is greater than today). How would I accomplish this so that, going forward, if there is a new contract created for an account, it will make sure the checkbox is True?
EndDate isn't appearing in my workflow options for fields to filter on.
