Hello,
I have created a workflow rule that has an action. The goal is to update the "Owner" of an account with the current logged in user (the one creating the account). The rule should trigger "on create only".
Even though the workflow i...
Hi All,While creating opportunities, users are constantly getting errors such as:1) Please enter a party with role sales unit.I have already checked the employee's profile and latter is correctly assigned to a Sales org. Everything correctly updated ...
Hello Everyone,
I need your help on a topic. Is it possible to perform mass change for employee responsible for opportunities and activities?
Example: A sales rep who has created over 50 opportunities leaves the company and is replaced by a new one...
Dear All,Is the C4C outlook and excel add in now compatible with Office 2016 (either cloud, 365, or installed versions)?Thanks for your updateKind RegardsNaseef
Hi Elise!
Thanks a looot! That is indeed what I was trying to do except that instead of just adding the number on the formula label, I was trying an actual formula!
I am actually using it on a dual axis combination chart and so far works well. Th...
Hello Elise,
Do you think we can create a fixed line running across bar charts? For example, I have a bar chart representing the number of opportunities per month for current year. Let's say the sales reps have a target of 10 opportunities per month...
Hi Pooja,Thanks a lot. I have been using auto-mapping. Works fine but for some reason did not work for 2 specific flow which is quite an issue. Makes me wonder if we have a limited number of connections between the views in the interactive dashboard?...
