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Salesforce CRM

Setting Default Values in a Salesforce Picklist Field

By Salesforce CRM No Comments

A Salesforce picklist field is a great way of keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting a default value that will pre-populate the field on the screen.  For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More

How to Create a Salesforce Approval Process

By CRM, Salesforce CRM

A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active.  For instance, you may want to have an opportunity “approved” if the value is over $5,000.  Maybe a quote or the win could also be limited to an approval.  What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.

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