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We currently have two different sales groups and processes in our org, and need to separate salesforce in two different databases.
However, we are still wondering is that really the only way to do it?!

 

Very rarely do we interact with the same accounts, and if we do we don't use the same contacts. We might just like to know if the Account is the current client of that other sales group, but not more than that. In a same time we would like to keep our database neatly since we use it for bigger marketing programs, and many other reasons.
How is it possible to divide the two? We are already using many different record types, and page layouts, but any further configuration gets more complicated since there and always more and more steps to go through etc.



Thanks for ANY feedback.

We currently have two different sales groups and processes in our org, and need to separate salesforce in two different databases.
However, we are still wondering is that really the only way to do it?!

 

Very rarely do we interact with the same accounts, and if we do we don't use the same contacts. We might just like to know if the Account is the current client of that other sales group, but not more than that. In a same time we would like to keep our database neatly since we use it for bigger marketing programs, and many other reasons.
How is it possible to divide the two? We are already using many different record types, and page layouts, but any further configuration gets more complicated since there and always more and more steps to go through etc.



Thanks for ANY feedback.