Hi Anupam-Instead of controlling it at a Profile level inside of SFDC, you should be able to grant the MSI visual force elements via Permission Set (which is easier to control than...
Hi Jason-Couple of questions - how are the team members shown in your CRM today? Are they lookup fields beyond native ownership fields? Contact Team members? You could set up some ...
Hi Kenneth-Great post - couple of questions, one suggestion, and possibly one bug/issue.Questions:To facilitate the type of detail submission that you mention (which I fully suppor...
Hi Brian-I second Kimi's reply - we had a similar situation - however, make sure that you put a field in to hold the value of the email address of the lookup of the "secondary" own...
Hi Dory-Our implementation has been rather rocky as well - wondered if you could shoot me any insight your teams had (i.e. vendor issues, unrealistic expectations of product and wh...
Hi Dan-Does your team use Office365? We send approximately 18 reports daily to ourselves and some people have them showing up in the new Office 365 folder called "Clutter". Just an...
The value of the flames and stars are stored as fields - so it goes a bit beyond the Sales Insight window as it will be sending a (potential) new value - so it will increase the am...