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Cbaker19
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Member since ‎Mar 11, 2021
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Corey Baker

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Cbaker19
Participant
September 20, 2023
Reply to Chatter-like feature of internal communications
I believe we're missing the intent of the request which is a "CHATTER" like feature. It's not a report, it's a space where dialog can be exchanged a...read more
Cbaker19
Participant
September 20, 2023
Reply to Chatter-like feature of internal communications
Can I have a conversation or comment on a custom report? It's not only the aggregation it's the interactivity with a sales team that is needed.
Cbaker19 on September 20, 2023
Chatter-like feature of internal communications
It would be great if we could have an aggregate (roll-up) of the internal communications that are being posted to @users on things like notes, tasks, etc. Currently, the user gets an email or MANY emails for these. Also, when they complete them read more
Reply Discussion Professional
6 upvotes
5 Replies
Cbaker19
Participant
January 19, 2023
Reply to Forms in Custom Report Builder
For sure needed!!! It's crazy how I can create a report for a contact and then filter that report by "a form they filled out" but I can't start w...read more
Cbaker19
Participant
September 13, 2022
Reply to Add internal chat function
Yes! Salesforce has Chatter which wasn't my favorite thing in the world, but at least CRM conversations stayed within the "CRM".
Cbaker19
Participant
August 03, 2022
Reply to Cloning a Deal
Seriously all these replies about a 3rd party app. Kudos to you all for creating the app that bridges the functionality app, but this thread shouldn...read more
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