Level 2
Joined the community 27-01-2020
Level 2
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Thanks Sandford. I will look into the webhook piece Understood, but competing platforms don’t have full feature parity. Even when Product A is generally referred to as having “a s...
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Hi Christiane, Yes, only 1 retailer per Customer so that is an option (and I kind of already suggested this), but the client is adamant in avoiding adjustments on the SFDC side, s...
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No that won't work because there could be case where the customer has an asset, but no product coverage and so they would just see that one. So this issue of duplicates serial numb...
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Yes, it is ordered by purchase date descending and it is filtered by just assets that were created yesterday. The duplicate serial numbers are being created when the customer has p...
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Hi@Jo_Pitts1, yeah I used that solution as my base and its got me close. I was able to get a list of all the asset type. A sample output is below for a customer is below. The first...
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Thanks@SanfordWhiteman- I'll do that.
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What I mean is that they have opportunities showing in their Person Detail > Opportunities tab, but then that person doesn't show up in "Has Opportunity" Smart List filter and no o...
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@SanfordWhitemanIt is pretty bare, just using the has opportunity. The issue is that there are contacts with opportunities in their person detail but they don't have the add to opp...
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Thank you both this worked.
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Thanks for thie@Jo_Pitts1- this seemed to have work, but when I try to approve and close it gives me this error and only does that when I included the this related token in the ema...
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