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Certification Maintenance
Peter Ogilvie edited this page Apr 28, 2019
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- Customize Sales Process in Salesforce Essentials
- Salesforce Essentials is a wizard to help configure small business trial orgs
- it can now configure lead and opportunity stages
- Joined Reports
- now work in lightning reports
- turn any report into a joined report via Report->Choose format->Joined Report->Apply
- add block
- choose report type
- Delete Account Teams
- account teams can be deleted w/o deleting account team members first
- Subtabs
- promote subtabs to workspace tabs
- Partner Account sharing
- Account relationship sharing rule with advanced formula
- Use relative dates and times in macros