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Cloud Swarm 3 - follow based on multiple critieria?
Hi,
I'd love to be able to follow opportunities based on a combination of Amount and the Stage of the opportunity....but can see (I think) that this would require the apex code to be tweaked. Sadly I am not a developer so don't know code, and (currently) our web developer is not Salesforce-trained.
Just wondering whether a) this would indeed be just a tweak or is this something major and b) if it is something quite small to do - does anyone have any suggested code that I could pretty much copy and paste into the existing code? I can be logical if things need a small change but as above, don't know code.
Thanks :-)
Hi Claire,
If you're not a coder and you need to create more complex swarm rules, like the one you described, I would simply recommend using ChattoMate. It's inexpensive and a lot more flexible in that sense.
cK
All Answers
Hi Claire,
If you're not a coder and you need to create more complex swarm rules, like the one you described, I would simply recommend using ChattoMate. It's inexpensive and a lot more flexible in that sense.
cK
Related link
http://www.youtube.com/watch?v=VW48etqc3sM