Create a page layout for Closed Lost opportunities and make Reason Lost a required field.
Create a validation rule that requires Reason Lost to be populated once the opportunity stage is Closed Lost.
Create a workflow rule that fires on the Closed Lost stage and populates the Reason Lost field.
Create a trigger that requires Reason Lost to be populated once the opportunity stage is Closed Lost.
The Clone & Customize button will continue to be available
User can modify the description and title of existing packs
User can continue to edit contents of existing packs
All existing content packs will be deleted
Cross Object workflow field update
Workflow field update on opportunity
Workflow field update on Account
Rollup summary field on account
System Audit Trail
Use workflow to email the administrator if the process fails
Ensure the user record has an assigned active manager
Review the system log to determine the root cause
Ensure the approval step has an associated action
Create a workflow field update to update isclosed field to true if a closed opportunity is modified
Set all fields to read only on standard closed opportunity page layout
Create an opportunity validation rule with the formula : PRIORVALUE(IsClosed)=True
Set the Do not modify closed opportunity permission for all profiles
Add Custom Category Groups to the profiles assigned to the Sales users
Add Custom Category Groups to the roles assigned to the Sales users
Modify Object settings for category groups on the Sales users profile
Add or remove Sales user from a public group with access to the category groups
Field audit history
Field History Tracking
Setup audit trail
Expose case feed options on the company website.
Enable the Service Cloud console app on the company website
Enable Chatter Answers in the company's Customer Community.
Offer a Live Agent Chat button on the company website.
Their reputation levels must be same across all communities of which they are members
They use standard Ideas tab to submit, comment on and vote for ideas
They must belong to a company's internal community to participate in chatter collaboration
They find crowdsourced answers and knowledge articles in the Q&A tab to resolve a support issue
Use a trigger that populates Billing State/Province based on a custom object that maps postal codes to state/provinces
Use a workflow that populates Billing State/Province based on a custom object that maps postal codes to state/provinces
Use a validation rule to do VLOOKUP of the billing postal code to a custom object that maps postal codes to state/provinces
Use a validation rule to do HLOOKUP of the billing postal code to a custom object that maps postal codes to state/provinces
Merge the duplicate contacts, and than merge duplicate accounts.
Merge the duplicate accounts, and then merge the duplicate contacts.
Merge the duplicate accounts, and check the box that optionally merges the duplicate contacts
Merge the duplicate accounts, and the duplicate contacts will be merged automatically
Workflow emails only work in sandbox
HTML templates are not available in sandbox
The email address for the users are incorrect
The Deliverability Access Level setting is incorrect.
Determine if the user;s profile has the Salesforce CRM Content user permission enabled
Determine if the user has been granted "Viewer" permission to the library of interest
Determine if the user's record has the Salesforce CRM Content user permission enabled
Determine if the user has been granted viewer permission to the content
Entitlement versioning allows changes to existing entitlement processes
Milestones can be created dynamically based on other fields
Entitlements have their own organization wide defaults
The Manage Entitlement permission must be enabled
Create a sharing rule to share all price books to sales users
Clone all custom price books from the standard price book
Manually share each price book to the sales user's roles
Set the organization-wide default for the price book to Use
Use Object Export feature under data management
Use Data Exporter to export data each month
Use Data Loader to export data each month
Configure the "Schedule Export" option under Data Export
Read and Edit
Create a workflow rule on product
Create a default revenue schedule on the product
Create a default quantity schedule on the product
Create a custom field on the product
Create Data Categories and assign articles to each category
Pre-Populate article search filters based on the values of case fields
Enable Feed tracking on all relevant article types
Define synonyms for common search terms
Create a record type for each category
Configure current customer as a roll up summary field that will recalculate whenever an opportunity is won.
Use an apex trigger on the account object that sets the current customer field when an opportunity is won
Use a work flow rule on the opportunity object that sets the current customer field when an opportunity is won
Configure current customer as a text field and use an approval process to recalculate its value
Assignment rules and approval processes
Assignment rules, approval process and work flow rules.
Assignment rules and work flow rules.
Assignment rules, auto response rules and work flow rules