Posted on March 25, 2021Active
Looking forward to formulating my own office and plan to rapidly grow out of my own transmission capacity. I offer to promote robotization counseling in Salesforce, HubSpot, and Salesforce Marketing Cloud. I’d prefer to discover a Salesforce asset that can uphold me dependent upon the situation that may in the long run lead to higher volumes of work as my business develops.
Here’s the initial two errands I should be taken care of – if it’s not too much trouble, react with how you think this will require to help me check experience level and fit.
Assignment 1 – Objective: Auto convert leads to contacts that match existing account with account status = current customer.
Undertaking 2 – Simplify object creation perspectives to just incorporate required fields.
Standards: We right now have a ton of fields on the Opportunity object. We’d prefer to make a worked stream for the three diverse record types we have that shows the needed fields to set out the freedom. This would be:
First screen: Record type (3 alternatives)
Second screen: required fields dependent on record type
Anticipating working with you!