How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records duringthese events, but they often forget to change the Lead Source field to Trade Show*.What approach would improve data integrity for the Lead Source field'
Where can a Salesforce associate find information that provides a view of interactions with a contact?
A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year. What should the associate do to identify these contacts?
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers. What is the recommended way to display only the information application to each group?
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