Source: AccountTeamMember The AccountTeamMember is the record that stores which Users are in the Account Team. To enable Account Teams click on Setuo > Accounts > Account Teams: Select which layouts will have the Account Team related lists: You can now define the roles in your Account Teams: I’ve added the Customer Support role and […]
Tag: Account
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRuleItem
Source: AccountTerritoryAssignmentRuleItem This object represents a row of selection criteria for an AccountTerritoryAssignmentRule object. AccountTerritoryAssignmentRuleItem can be created or deleted if the BooleanFilter field on its corresponding AccountTerritoryAssignmentRule object is a null value. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with […]
[Salesforce] The Sobject Crusade: AccountTerritorySharingRule
Back to the Sobject Crusade list. Source: AccountTerritorySharingRule Represents the rules for sharing an Account within a Territory. Unfortunately it is impossibile for me to show you how to use this object because I don’t have a Salesforce ORG with the old Territory Management system, which allowed this kind of assignment rules. For more details […]
[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRule
Back to the Sobject Crusade list. Source: AccountTerritoryAssignmentRule This is an Account assignment rule on territories based on Account fields: Winter ’12 platform release added the new Enterprire Territory Management. The following doc is a complete guide to setup Territory Management in your org. This kind of Territory Management needs the Customizable Forecasts, that is […]
[Salesforce] The Sobject Crusade: AccountTag
Back to the Sobject Crusade list. Source: AccountTag You can tag CRM objects. To enable this feature go to Setup > Customize > Tags > Tag Settings and click the Enable Personal Tags feature: You can select all the object layouts in which you want to use tagging. Now you can tag your account object: […]
[Salesforce] The Sobject Crusade: AccountShare
Back to the Sobject Crusade list. Source: AccountShare This object allow a User that has access to the record to share the Account object directly to a User or a Group. To create such object you have to change the Account Sharing Settings to at least “Public Read Only” by clicking on Setp > Security […]
[Salesforce] The Sobject Crusade: AccountPartner
Back to the Sobject Crusade list. Source: AccountPartner This object links 2 accounts in a partnership relation. To create a new AccountPartner object, add the Partners related list on the Account object: Click the New button and add as many Account partners as you want, setting also a role in the partnership: This action populates […]
[Salesforce] The Sobject Crusade: AccountOwnerSharingRule
Back to the Sobject Crusade list. Source: AccountOwnerSharingRule This object allows to manage the sharing rules for account, other than the owner. When an Account is owned by a User who is related to the group referenced in the GroupId field, than the sharing rule applyes to the User or Group defined in the UserOrGroupId. […]
[Salesforce] The Sobject Crusade: AccountHistory
Back to the Sobject Crusade list. Source: AccountHistory This object supports Field Tracking History on the Account object. To track fields on the Account object, go to Setup > Accounts > Fields and click the Set History Tracking button. Then click on the Enable Account History flag and select all fields to be tracked: From […]
[Salesforce] The Sobject Crusade: AccountContactRole
Back to the Sobject Crusade list. Source: AccountContactRole This object defines a role that a given Contact plays on an Account’s opportunity. There could be only a Primary Contact for every Account. Add the Contact Roles related list on the Account object. Click on New, and select a Contact from the CRM, a Role from […]