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...
My request would be to build an interface that could be for system administrator usage only that gives the health check to CRM sync (what is processing now, how many updates are pr...
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...
It would be fabulous if we could use previous values of fields as tokens to change data back - for example, a marketer makes a mistake in a list upload and we want to revert the va...
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...