Universal containers is using a web-to-lead from to collect contact information on people interested in its product and wants to ensure that these leads are contacted in a timely manner. The following actions are required:
* send the lead an email with appropriate product information, depending on which product was selected on the web-to-lead form
* Assign the appropriate salesperson to be the lead owner, depending on the product selected
* create a task for the salesperson to follow up with the lead.
At a minimum, which combination of salesforce automation tools will be
required to meet these requirement?
Suri only has the "read" permission for the case object on her profile. A criteria-based sharing rule gives her read/write access to product support cases. Will Suri be able to edit product support cases?
The VP of Sales wants to require that the Next Step field is always updated when an opportunity stage is changed.
How can this process be automated?
Your company sells large mainframes that are delivered in one delivery but are paid for with several regular installments. What type of schedule should you set up?
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