Author: Doria Hamelryk
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User Access Policies: a new way to manage permissions
Cet article est également disponible en français When your organization has a large number of users, one of the challenges that every company faces is ensuring that they have the right level of data visibility and appropriate permissions. Nowadays, profiles are becoming less commonly used to manage user permissions, as there are other mechanisms available to…
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Split Revenue by Product Mix with Opportunity Product Splits
Cet article est également disponible en français Before discussing this functionality (which has been made generally available with the Summer ’23 release), let’s first review the basics. Indeed, Opportunity Split is not the functionality that I have most often seen in various projects I have worked on, and I think one of the reasons was the…
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Create Quotes Without a Related Opportunity
Cet article est également disponible en français It’s been so long since we’ve been waiting for this functionality that we’ve stopped believing it would happen. Launched in pilot mode in Winter ’18, planned for GA in Spring ’21 then cancelled, it’s finally here! Starting in Summer ’23, it will be possible to create quotes without…