Multi-Objects Account Hierarchy in Salesforce (Customer-View):
Showing posts with label accounts separated by territory. Show all posts
Showing posts with label accounts separated by territory. Show all posts
Monday, December 19, 2016
Account Hierarchy / Customer-View in Salesforce
Did you ever wanted to offer your clients an upsell or cross sell deal? Did you ever wanted to see the key insights of a multi-accounts customer?
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