Salesforce Opportunity Won creates Onboarding Case
Budget: $250 – $750 USD
Project:
1. Salesforce Opportunity Won auto creates Onboarding Case
2. New Onboarding Case is created 1 year from event date of Opportunity
3. Experiment with different ways to view opportunity data like a calendar, map, etc
4. How to set up territory rules for standard users (Managers) and sales users(managing their own pipeline)
Estimate is based on completion of project 1 and 2. Feel free to share what you think this should cost.
1. Salesforce Opportunity Won auto creates Onboarding Case
2. New Onboarding Case is created 1 year from event date of Opportunity
3. Experiment with different ways to view opportunity data like a calendar, map, etc
4. How to set up territory rules for standard users (Managers) and sales users(managing their own pipeline)
Estimate is based on completion of project 1 and 2. Feel free to share what you think this should cost.