Hello.
We had activated the Salesforce native account plan however, the lack of some customization does not make it useful for us.
Is anyone using
https://www.demandfarm.com/blog/best-quip-alternative-for-account-planning/?
What is your general feedback on this? For example we would like the ability to customize org charts.
Likes?
Dislikes?
Thank you,
Nancy
#Salesforce Admin #TrailblazerCommunity #Account Planning #Salesforce #Salesforceadmins #Salesforcecommunity #Salesforceadministrator #Other Salesforce Applications
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