We created a Custom Object - to represent a master detail in our database. We expected that the Dashboard view would be like a Contacts / Companies style. However, as we opened the Dashboard, the view looks more like a Deal / Lead Dashboard - someth read more

I recently created a Custom Object - to represent Institutions - that should look more like a Company / Contact Record. When I reached the Custom Object's Dashboard - I found that it behaves more like a Deals / Tickets Dashboard - by default, where read more

We are creating Service Pipelines for Onboarding our customers and automating routine order processing. The order processing requires collecting additional info from clients through forms. We want to send the form links via email, which upon submis read more