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Lesson 13 Change Set
Change set created with all Roles and Components selected
Ready to Upload to Production
Lesson 10 Case Study 2
This first chart does not entirely follow the case study solution, but does give lead conversion by territory...
Lesson 10 Case Study 1
The Leads this Year report is a Campaigns with Leads Report Type
The Campaign Leads and Contacts report is a...
Lesson 10 Lead, Patient and Contact Reports
Good exercise to familiarize with these objects, creating data for them
Lead Report -...
From Andy Francois
Lesson 9 Case Study - Partial Copy Sandbox
Andy Francois Lesson 8 Case Study
Created workflow rule to send email to contact created from converted lead, and send task notice to lead owner...
Lesson 7 Case Study
Created additional role Reporting to Global VP Sales called APAC Sales Director to indicate a third territory....
Andy Francois Lesson 6 Case Study
The use case says there are fields which United doesn’t want sales people to view in Contacts and Leads,...
link for HR application unmanaged package
I suppose we could also calculate commission based on whether or not an individual user had a commission rate, and if not use the 5%...
Sorry attached wrong slide. Here is the opportunity showing owner commission.
The use case said commission to be calculated at the user level.
So I created a custom field on the user object called User Commission Rate
Commission field in opportunity record
Calculation for commissions field
Field level security for...
This view shows that I created Human Resources app
This view shows that I have created the human resources app
Nishant - lesson 4 screen shots for "closed won" validation rules
One more ... I created a HR user profile since it was to be available to HR
My assignment for recruiter