At Universal Containers, the Account object has a Master-Detail relationship with an Invoice custom object. The App Builder would like to change to a lookup field, but is not able to do so. What could be causing this?
Sales and marketing users have similar roles,and use similar record types.However sales uses 3 different fields and marketing has 5, how do you set upprocesses the most efficiently (something like that)
Universal containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered. What should an app builder recommend to meet this requirement?
Universal container sales reps can modify fields on an opportunity until it isclosed. Only the sales operations team can modify the post close follow up date andpost close followup comments fields. How to make this happen?
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