Hello, I know I am very late to this conversation, but in case anyone else stumbles upon this issue, I figured I would add my suggestion. The SFDC ID...read more
Just in case anyone is still following this thread, I know it is a few years old, but try creating a line item or quote based or deal based workflow ...read more
Sorry for the late reply here, but we used a workaround process for our client to ensure that contacts who complete a call will receive a survey on a...read more
Having the ability to customize what is shown in the top left portion of the CRM object records would be great. For example, on deal records, some clients use a custom property to calculate their amount and cannot remove the default amount property read more