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.
| Format: | Video |
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| Language: | English |
| Language Notes: | In English. |
| Published: |
Hoboken, NJ :
John Wiley & Sons,
2015.
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| Subjects: | |
| Online Access: | Connect to this streaming video (Alexander Street Press) |
| Summary: | 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. |
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| Item Description: | Title from resource description page (viewed July 11, 2018). |
| Physical Description: | 1 online resource (2 min.) |
| Playing Time: | 00:01:30 |