To achieve this using trigger, do the following steps, trigger getRTobjLabel on Task (before insert, before update) { for(Task t : trigger.new){ if(t.whatID != null){ //This condition should be checked before, because we can create a task without RelatedTO List oppList = [select id,name from Opportunity where id =: t.whatID]; List accList = [select id,name from Account where id =: t.whatID]; if(oppList.size() > 0){ for(Opportunity o : oppList){ t.RelatedToObjectName__c = 'Opportunity'+'('+o.Name+ ')'; //This will give output as Opportunity( 2 <. Available with Sales Cloud Einstein, which is available for an extra cost in: standard reporting on your synced activities will be impossible. 0000069686 00000 n In other words, standard reporting on your synced activities will be impossible. It comes with easily customizable dashboards and, Meenu Joshiworks with the Content Marketing team of LeadSquared. see how each individual member is performing, and its also important to see Unique marketing link clicks (custom redirects). 0000036881 00000 n 0000008135 00000 n 0000157224 00000 n 0000031169 00000 n 0000030674 00000 n This is my second Salesforce certification | 16 comments on LinkedIn 0000033421 00000 n However, when navigating via the mobile app to a record through one of these list vie Likely, you see the message: No metric types are selected.When you click to add metrics, you will see the pop-up (image below). 0000051079 00000 n With our seamless email and calendar integration, youll be able to automate and track emails, calendar events, and tasks within your Salesforce platform. 0000012346 00000 n Seven? This is a common question among many Salesforce users evaluating the tool. Should you create a Dashboard as well? Bring your customer and pipeline data to your email inbox, Sync 100% of your meetings, tasks, and emails directly to your CRM no more manual data entry, Send personalized emails using our library of high-performing Salesforce templates, Leverage Salesforce list views to send mass emails to your contacts or leads up to 500 recipients. Is set up with Sales Cloud Einstein, as EAC is packaged with it. With Salesforce, theres no need to tell the salesperson theyve missed the number. Please advice if there is an alternate work around or if there is something I am missing..? trailer Groups can determine their own course content .. We are classified as a Close Proximity Business under the Covid-19 Protection Framework (Traffic Lights). Sales Rep: Yeah, I know, I had a third, but they cancelled last minute. 0000040112 00000 n Can you lower manufacturing costs? 0000025738 00000 n Hitting targets is all well and good, but if the target remains the same forever, the business will never grow. 0000038360 00000 n var copyd = new Date();document.write(copyd.getFullYear());, Salesforce, Inc. All rights reserved. 0000007917 00000 n 0000039127 00000 n 0000007179 00000 n 528 0 obj reports. Closed Won Opportunities by Month. 0000059879 00000 n the true measure of the success of your business, as revenue means nothing if 0000050303 00000 n Youve established that three is an appropriate target. 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