Salesforce Settings

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How to setup Opportunity splits

With Opportunity Splits you can divide Opportunity Revenue and Opportunity Credits between Opportunity Team Members. Splits can be rolled up in the pipeline and forecast reports. If you want to use Opportunity Splits, you need to enable Opportunity Teams. To setup Opportunity Teams, go to:   Setup → Customize → Opportunities → Opportunity Teams → [...]

February 28th, 2017|Salesforce Settings|1 Comment

How to rename picklist value in Salesforce

If you do not know how to rename picklist value in Salesforce, here you find the steps how to proceed. Our experienced Salesforce consultants, testers and developers answer to any question or problem. Go to picklist value and click Edit. Type new picklist value and click Save. All existing records value will be updated with [...]

February 20th, 2017|Salesforce Settings|0 Comments

“Closed” Status in Case Status Field

How to show "closed" status in case status field. There are deafult three possible Case Status picklist values in Salesforce: New Working Escalated If you need to include “Closed” Case status in Case Status Field, go to: Setup → Customize → Case → Support Settings Click Edit and enable “Show Closed Statuses in Case Status [...]

February 14th, 2017|Salesforce Settings|0 Comments

Show status/progress via image

One day we received the request: “Would it be possible to see the status of task via image?” In fact, the image is always better recognizable then the text. But, how can we show the image on the page layout? There are 3 options in Create visualforce page which will be the copy of [...]

January 12th, 2017|Salesforce Settings|0 Comments

How to setup Forecasting in Salesforce

Collaborative forecasting is set as default in When you set up Collaborative Forecasts, you:   Enable forecast users   From Setup, click Manage Users → Users. For each user you want to enable, click Edit. Under General Information, select Allow Forecasting. Click Save.   Define your role hierarchy   Define your forecast hierarchy - [...]

December 6th, 2016|Salesforce Settings|0 Comments

How to enable Person Account in Salesforce

When you do business with individual consumers, you can use Person Accounts. Person accounts are applicable to organizations that operate on a business-to-consumer model. These are all the Salesforce requirements for enabling Person Accounts in an Org. If you want to enable Person Account in Salesforce, you need to set up a Business Account Record [...]

November 16th, 2016|Salesforce Settings|2 Comments

Salesforce web-to-lead for wordpress

Web-to-lead is the easiest way how to generate leads from your web page into Salesforce CRM. Some users use web-to-lead as ‘Contact us’ form or required step before allowing the content on the web page to be published. When you have leads in your org, you can contact them and, hopefully, convert into contacts with [...]

September 20th, 2016|Salesforce Settings|0 Comments