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Topics#Sales And MarketingDomanda di Peter Weissmüller
Peter Weissmüller ha fatto una domanda in #Sales And Marketing
9 ago 2014, 07:50

Customizing

I would like to add a new "Object Card similar to Contacts, Accounts" showing all Contacts where a specific user is responsible. We have a special field calles "Contact Responsible". Can this be done? Thanks. Peter
7 risposte
  1. Jeff May
    9 ago 2014, 12:08
    Are you the Salesforce Admin for your company?  If not, you'll need to get the assistance of your Admin.

     

    If you are, here are some questions to help clarify your goal:

     

    1) is "Object Card" a custom object you are using?  Or is it a report of some sort?

     

    2) Are you trying to create a new record or are you trying to define a new type of data to be collected?
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