Thanks for the feedback@Darshil_Shah1- this all makes perfect sense to me and I think I was on this track as I asked my question.
I wasn't aware that Account association wasn't ma...
@Darshil_Shah1Thank you so much for your awesome help!
Logging into my instance this morning, I checked the report and it's now showing data, so it must have needed more time to p...
@Sreekanth_Reddy- I appreciate your quick replies! I have two follow-ups for you:
1. Your screenshots above mention locking content, either partially or fully - I don't have that ...
Friday Question # 3 (and I promise I'm done, I think😋).
There have been rumblings of our CMO wanting to "get rid of Leads" and use Contact records for everything (something about...
Friday Question #2 - possibly related to my first question about RCM & Success Path Analyzer.
When searching for Opportunities in the Opportunity Influence Analyzer (I'm setting u...
Happy Friday, Community!
It's been a while since I've asked a Friday question and today I have a few (will separate by post).
I never realized that my instance could use/had acce...
@Sreekanth_ReddyAs I'm getting into the new editor, I have a few notes:
Your screenshots above mention locking content, either partially or fully - I don't have that option in my...
In addition to the guidance provided by others, once you make the change to either your snippet or template, you have to do one of two things (depending on what you change):
Snip...
@SanfordWhitemanand@Kaitlyn_Simko- appreciate that extra suggestion/insight!
For context, this was the way I set things up based on the resources I referenced and we didn't use a ...
This is such a great overview,@Sreekanth_Reddy! Having only seen the odd screenshot from Summit earlier this year, it's awesome to see more of the tool in play.
A couple of questi...