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Dear Experts,I got one requirement where my client want to set a rule in lead status field. Current situation is when we select lead qualification level as COLD or WARM, lead status changed to Qualified. Now my client want this lead status will be ch...
Dear Experts,I have client requirement where in they need Account creation automation process. They want process like, On creation of an Account in c4c, email notification should be trigger to concern Manager with deep link. Manager will verify the a...
Dear Experts,Is there any way to display YES or NO in report for custom indicator field instead of X and #?In my case i have created a custom indicator field in opportunity overview page. I have fetch that field in report with Odata service. After ex...
Dear Experts,Is there any way to create custom field with checkbox with the help of standard functionality OR ELSE can we create it with the help of SDK? If it is possible through SDK, what should be the steps to create it?I want to create a checkbox...
Dear Experts,Good Morning!!!I have created a custom facet called "PO Details" in Opportunity BO. In that facet there are 4 columns where end users need to fill PO details manually. Now they have 100 or more than 100 Opportunities where they need to ...
Thank you Julius!!Now i can able to see status would not change to qualified when i select qualification level as COLD and WARD in lead. Now i want to make Status field update as Qualified automatically when we select lead qualification level as HOT....
Dear Julius,I have created workflow rule for this requirement. I have define conditions, when "Qualification Equal to COLD" then Field update Status Field should be OPEN. But when i search for the field called "STATUS" which was not available in drop...
Hi Jayant,Thank you for the guidance. But in my case, only ID option shows as a field display option of a custom field. Find below screen shot. Thanks & regards,Dhaval Solanki,+91 9898712915
