• Elenablahblah
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For a software that calls itself SALESforce, salesforce has the most counter-intuitive way of thinking about sales.  For example, I want to move a lot of sales data into the system using excel connector.  As far as I have figured it out, first I need to create a new opportunity and capture the opportunity id, and then I somehow have to attach the products sold to the opportunity.  BUT HOW???

 

 

THANK YOU!

For a software that calls itself SALESforce, salesforce has the most counter-intuitive way of thinking about sales.  For example, I want to move a lot of sales data into the system using excel connector.  As far as I have figured it out, first I need to create a new opportunity and capture the opportunity id, and then I somehow have to attach the products sold to the opportunity.  BUT HOW???

 

 

THANK YOU!