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Kara kindstrom ha preguntado en #Sales Cloud

WE just started using but I have used at a previous company. I am unable to get the activity/email log to show up under contacts or optys, and yes I have linked email to Salesforce.   Unrelated, I am also not finding a way to add Products and price to an opty, and I need some items to not be required UNTIL a certain stage is met and I can't figure that out either.  Honestly, everything looks a little different than how we used with a previous company and it;s throwing me off. I also never had to make these changes before because we had a person that did all of this and I am most definitely not a developer!    @* Sales Cloud - Best Practices * 

1 respuesta
  1. 8 jul, 22:25

    The Activities component shows up only if the Activities View is set to Activity Timeline for the org or user.  Set the Default Activities View

     

    Product related list needs to be added to the Opp Page Layout, then the Related List component needs to be added to the Opp Lightning Record page. 

     

    Uncheck "required" on the special fields, then make a flow that starts with Opp Stage is VALUE and have the special fields updated to be required.

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