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  • Deepak PG
  • NEWBIE
  • 5 Points
  • Member since 2014
  • Senior Manager Sales operations
  • MetricStream
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  • 17
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2 replies

How to copy the object and files to a new object

We have an object that got created through to the application package and we are discontinuing that product and need to copy the object, data and the files from that object to a new one. Please guide us how to do that
2 replies

Revenue Split


We are using Opportunity Revenue split object in the opportunity to split the revenue between two owners. But when we create the report to show my team's or my opportunities the split owner not able to see his/her opportunities in the report. Is there any ideas to resolve this.
1 replies

How to make it bold and Color for a text field name in salesfroce

We want to bold or color a field name/label for a particular field in salesforce.
1 replies

Workflow Rule for Closing the Task

We want to close the prior task based on the User Profile and the subject line. If the recent task is closed and the subject line contains "Outbound" and the Profile is "Inside Sales" then prior open task should get closed automatically.
3 replies

How do I create approve and reject buttons inside of an email template

How do I create approve and reject buttons inside of an email template. These emails are going to C level executives to approve the price, so the alerts goes to  there inbox, with the help of button they can approve or reject the pricing.
1 replies

Custom object Report Filter ONLY show the most recent Activity for each Parent Record

We have created a custom object under opportunity object. The user fills this object based on opportunity progression. So one opportunity may have multiple records. Currently when we run a report all the records under the opportunity that picks. So is there any way, when we run a report that picks only the last modified record. 
2 replies

How to track what reports are viewed or downloaded by the user

How to track what reports are viewed or downloaded by the user 
4 replies

How to manage creating reports in 'Unfiled Public Reports'

How to stop the users in saving reports in the Unified Public Reports. I want the user to save the reports only in "My Personal Custom Reports" folder.
3 replies

How to create a Custom Object like Accounts and Opportunities

We want to create a Customer Track custom object and create a child objects under that. It should look like how the Accounts and Opportunity page. So how to create the object like that.
3 replies

Can we rename “Notes & Attachment” from opportunity page?

Can we rename  “Notes & Attachment” from opportunity page?
2 replies

Opportunity History Trend Reporting

Currently the Opportunity reports tracks few standard fields in the history trend reporting. So how can I add additional custom fields for tracking the history trends.
2 replies

How to add more than 4 columns in Dashboard chart

Is there any way to add more than 4 column Dashboard layout and if so can someone point me in the right direction on how to do it?  
0 replies

How to add Multiple Quotas in the User page

As Standard Salesforce Functionality it allows to add one Quota only. But we want to add additional 3 quotas, so how to add and how it can come in the Forecast Quota report
1 replies

How to integrate Salesforce Professional edition with Sharepoint. If the user update few fields should auto update in Sharepoint or in Salesforce

How to integrate Salesforce Professional edition with Sharepoint. If the user update few fields it should auto update in Sharepoint or in Salesforce 
2 replies

Controlling field for Multi select picklist

Currently in Prefession edition, a multi select picklist can not assign another multi select picklist as controlling field. It will be great if somebody can help me.
3 replies

How do I create approve and reject buttons inside of an email template

How do I create approve and reject buttons inside of an email template. These emails are going to C level executives to approve the price, so the alerts goes to  there inbox, with the help of button they can approve or reject the pricing.
4 replies

How to manage creating reports in 'Unfiled Public Reports'

How to stop the users in saving reports in the Unified Public Reports. I want the user to save the reports only in "My Personal Custom Reports" folder.
3 replies

How to create a Custom Object like Accounts and Opportunities

We want to create a Customer Track custom object and create a child objects under that. It should look like how the Accounts and Opportunity page. So how to create the object like that.
3 replies

Can we rename “Notes & Attachment” from opportunity page?

Can we rename  “Notes & Attachment” from opportunity page?
2 replies

Opportunity History Trend Reporting

Currently the Opportunity reports tracks few standard fields in the history trend reporting. So how can I add additional custom fields for tracking the history trends.
2 replies

How to add more than 4 columns in Dashboard chart

Is there any way to add more than 4 column Dashboard layout and if so can someone point me in the right direction on how to do it?