Back to the Sobject Crusade list. Source: ActivityHistory The ActivityHistory object is a read-only object that shows all completed Tasks and past Events related to a give object (e.g. Account). It includes activities for all contacts related to the object. This object is shown in the Activity History related list: Few limitations apply: The object […]
Tag: Crusade
[Salesforce] The Sobject Crusade: AdditionalNumber
Back to the Sobject Crusade list. Source: AdditionalNumber This is an optional additional number for a call center, visible on the call center’s phone directory: this is useful for numbers not releated to CRM objects (e.g. queues, conference rooms). This seems boring, but continue reading to see some more action! To create a new number, […]
[Salesforce] The Sobject Crusade: ActionLinkTemplate
Back to the Sobject Crusade list. Source: ActionLinkTemplate Action Links has been presented when discussing the ActionLinkGroupTemplate object (see this object for a complete guide on configuring and using Action Links): they are a way to execute custom actions on button click on Chatter feed posts. By templating an Action Link you define a template […]
[Salesforce] The Sobject Crusade: ActionLinkGroupTemplate
Back to the Sobject Crusade list. Source: ActionLinkGroupTemplate Action Links are actions you can do in chatter posts (e.g. API call, document download, UI redirect) by clicking a button on the related chatter post. Action Links are grouped into Action Link Group, so you can choose which action you want to play: You may think […]
[Salesforce] The Sobject Crusade: AccountTeamMember
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 […]
[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 […]