Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Creating and Ending Sources
Sources are the individual marketing efforts used to advertise your business. If your company is bringing Data into improveit 360 from a previous CRM system, the Data Conversion process includes th...
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Add a Dashboard to the Homepage
Your System Administrator User may choose what the Home page Layout contains. In this example, we will add a Dashboard Snapshot to the Home page Layout. A Dashboard Snapshot allows each User to see...
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Products & Materials Add-On Package Overview
improveit 360's Products & Materials Add-On Package allows your team to create Materials related to the Products you sell. Once you've configured the Product template and related Materials, when a ...
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Edit Email Templates
An Email Template is used to send standardized email communications automatically, using Salesforce Workflow Rule Actions. This Article will walk you through editing an Email Template. For more inf...
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Prospect Timeline SOQL Error
If your System Administrator User has turned on the Prospect Timeline feature and Users are recieving an Error: "SObject was retrieved via SOQL without querying the required Field: Task: Type" you ...
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Summer '20 Release & Product Enhancements
improveit 360’s Summer 2020 Release focuses on new feature functionality that leverages Salesforce’s lightning web component technology, an interactive Zendesk Support Bot built into the user inter...
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Custom Field to track Number of Days
Many organizations want to track the Number of Days between critical steps in their Sales or Production cycle. Some want to track the Number of Days between the Appointment and the Sold On Date, or...
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Error: "Collection size 1,448 exceeds maximum size of 1,000" in the Call Queue
Depending on your system configuration and your Role Hierarchy, it is possible to receive this error due to an Editable Source selection on the Campaign. In a multi location Organization with Shari...
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Appointment Result Reporting "Count" Fields
Each of these Fields on the Appointment Object (labeled below) will "Count" a value of 1 for an Appointment which meets the criteria defined below. See also: Result and Result Detail tracking Best...
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Enable Report and Dashboard Folder Sharing
By Enabling Folder Sharing in your system, Users can be assigned varying levels of access to Report and Dashboard folders. This is a global setting which can only be accessed or changed by the Syst...