Salesforce for dummies course. Combining opportunities into an account in Salesforce /

Periodically, you'll want to combine opportunity data into a report to look at the big picture. This video explains how to create a custom account field to show a summary of information you want to track, such as sales data or number of closed opportunities.

Bibliographic Details

Format:	Video
Language:	English
Language Notes:	In English.
Published:	Hoboken, NJ : John Wiley & Sons, 2015.
Subjects:	Salesforce (Online service) Customer relations > Management. Salesforce (Serveur) Instructional films. Films de formation.
Online Access:	Connect to this streaming video (Alexander Street Press)