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Topics#Data ManagementDianne Smrdel's Question
Dianne Smrdel asked in #Data Management
Aug 28, 2017, 4:49 PM

We sell contracted training. I need a way to track the presenters we use and their areas of expertise.

We sell contracted training. I need a way to track the presenters we use and their areas of expertise. Then we need to assign them to the opportunity. What would be the recommended way to do that? Thanks for any advice.
1 answer
  1. Arpit Jain (Cloudalyze)
    Aug 28, 2017, 4:54 PM
    I would suggest you to create a new data model for that.

     

    You can create two new objects, namely Presenters/trainers and expertise.

     

    There can be a many to many relationship between the two (one presenter can have multiple expertise and vice versa)

     

    So you have to create a junction object between the two.

     

    And then that junction object would be linked to Opportunity via Loopup/ M-D.

     

    Hope this helps!

     

     
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