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Looking for best practices for contact mgmt across multiple lines of business - who should own/edit these records? Want to avoid duplicates, but not sure if best to open up edit access to all sales users. Any suggestions?
4 respuestas
  1. 12 may 2015, 1:00
    It depends of several factors, lets start in how to avoid duplicates, there is new feature in SFDC to try to prevent duplicates you get to set the rules in wha constitudes a duplicate, a first step in my mind is to do it via email, and you can set it to either just warn the users or prvent them from creating the contact all together.

     

    Second about owning the contacts, question for you, do you mind that anyone or everyone in your org can see all companies? if the answer is no, then ownership in mi mind becomes a little irrelevant.

     

    Does this helps?
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