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CWit
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Member since ‎Nov 8, 2024
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Cassandra Wit

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Solved
CWit on January 31, 2025
Hello, We recently created a custom object that only needs to be available to super admins. How do I hide this object from everyone without that permission set?
0 upvote
2 Replies
Participant
January 24, 2025
Thank you! Any guidance or recommended training on building a custom data set, this will be my first one.
Solved
CWit on January 23, 2025
Hello, We use Associations on three of our primary objects, Companies, Contacts, and Deals and we would like to be able to use them as report filters across different objects. What is the best way to do this? I found the way to do it when lookin read more
Participant
January 23, 2025
Hi Frank, It is not our company organization - it is how we organize the companies and teams we partner with.
Solved
CWit on January 23, 2025
Hello, We have a complicated company hierarchy within our organization that the parent and child relationship does not seem to support. We are not a traditional B2B sales org. We have one Parent Company and that parent company is broken up into read more
0 upvote
3 Replies
Participant
December 31, 2024
That was the problem, I started with contacts as the primary source vs Deals. as soon as I changed it to deals, it worked! Thank you for your line of...read more
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