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Hello community, 

 

Currently we have a POC (proof-of-concept) object inside an Opportunity record, but that gives us little flexibility into reporting, data entry, automation, templates, etc.

 

Is there an app or a module - or a specific structure - something that would be more adequate for managing and tracking POCs? How is that usually seen in your Sales orgs?

 

 
2 Antworten
  1. 18. Nov. 2020, 17:33
    Hi Gabriel,

     

    There are many ways:

     

    1- Scratch orgs can be used which are disposable orgs

     

    2- Sandboxes can be used from a main instance

     

    3- Developer edition can be used for certain products demonstration

     

    Please mark it resolved if that helps.

     

    Cheers!
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