Emma at improveit 360
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Recent activity by Emma at improveit 360-
Fields Removed from Managed Report Type
Managed Report Types are installed as part of an Installed Package within the Salesforce environment. Improveit 360 offers several Managed Packages including Professional, Enterprise, Products & Ma...
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Resulting Appointment with 2 Sales Reps Error Resolution
When trying to Result an Appointment with more than one Sales Rep and you have either Appointment Security or Sale Security implemented, your staff might receive the following error message. This i...
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Collection size 1,001 exceeds maximum size of 1,000 Error
The specific error can occur on eLead conversion or within the User Interface when selecting a Source. The first occurrence when an eLead cannot be converted occurs when the eLead data matches more...
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Lead Perfection Light Integration Details and Troubleshooting
Appointment Query Today minus 10 Days = Date Value Appointment Date is 'greater or equal to' Date Value Example: Appointment is set on 1/20/2025 with an Appointment Date of 2/24/2025, this record...
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Speed to Lead Reporting
This customization will allow your company to report on how many Minutes it took from the time a Lead Source is created in the system to the time the Prospect is called from the Call Queue. NOTE: I...
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Lookup to Staff from Appointment or Sale
If you are trying to add an additional Lookup field to the Staff object from the Appointment or Sale object, you may experience an Issue where the Related List of the Staff page is overridden and t...
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30-min Webinars - Quickly Get up to Speed on Select Topics
This webinar series known as "Office Hours" was conducted live during Q1, Q2 and Q3 2024. Any of these classes can be re-watched here. Submit a Ticket if you have questions for our team, or would l...
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Receipts and Adjustments
Receipts and Adjustments are the way in which improveit 360 tracks payments or adjustments made against a Sale. Entering Receipts and Adjustments is the only way to impact the Balance Due field on ...
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Fields to populate on a Task in Flow Builder
When creating a Task record using Flow Builder, it is important to always include the required fields in the resource values you set within the Flow. This ensures that the Flow will not experience ...
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Using CASE Function with a Picklist and Nested IF Statement
Using a Nested IF statement within a CASE Picklist function can allow you to set specific parameters on certain values. In this example, we are creating a Category field to determine the Category o...