Skip to main content
Topics#Enterprise ArchitectureSantana Banks's Question
Santana Banks (Amber Road) asked in #Enterprise Architecture
May 13, 2015, 5:42 PM

Single view of Accounts, Contacts and Leads

Hi, does anyone know of an app that can provide a single view of one's assigned accounts, related contacts and leads? We already have custom functionality that displays any related leads at the account level (built by a previous consultant). However, I wanted to know if someone was aware of an app or code to display a bird's eye view of a company in SFDC. Any feedback would be greatly appreciated. Thanks!
2 answers
  1. Santana Banks (Amber Road)
    May 20, 2015, 1:56 PM
    This is awesome Sonam. But I'm struggling trying to add this to the Home page. I am far from a Developer, so this is new to me. Do you know why I would be receiving the 'Insufficient privileges error message'? What steps would I take to enable this? 

    This is awesome Sonam. But I'm struggling trying to add this to the Home page. I am far from a Developer, so this is new to me.
Write an answer...
0/9000