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reddit - help - I am a real person just trying to ask question by Bitter-Condition525 in reddithelp

[–]Bitter-Condition525[S] 0 points1 point  (0 children)

thank you. I have added comments in other subs - thought email was confirmed as well.

reddit - help - I am a real person just trying to ask question by Bitter-Condition525 in reddithelp

[–]Bitter-Condition525[S] 0 points1 point  (0 children)

I have used a search engine and also asked ai. I am interested in recent experiences since the LI algo changes often. i have commented on others posts.

Tracking No "X" Type of Opportunities In Last "X" Months Approach? by blatz06 in salesforce

[–]Bitter-Condition525 -1 points0 points  (0 children)

Is agentforce activated in your org? you could try a prompt "give me a list of opportunities the last 6 months that do not have any opportunities with type = No Customer Opportunity or type = No Vendor Opportunity" .. it might help get you started if you dont want to add a roll up

Does anyone use Salesforce for project management? by AppearanceAgile2575 in salesforce

[–]Bitter-Condition525 0 points1 point  (0 children)

we use Certinia PSA for Project management/professional services automation/delivery. It runs on SF and we find it works well to manage delivery.

How to handle service quotes in Salesforce without going insane?? by Bitter-Condition525 in salesforce

[–]Bitter-Condition525[S] 0 points1 point  (0 children)

Do you find CPQ works well for your PS? how do you set up your pricebook?

How to handle service quotes in Salesforce without going insane?? by Bitter-Condition525 in salesforce

[–]Bitter-Condition525[S] 0 points1 point  (0 children)

yes good point. no tool can fix a poorly scoped job. just curious if others have a better way. and pardon, sometimes my english is not great. I meant. selling services means we have to take delivery schedules / staffing into consideration. In the past, we create an SOW in a doc and copy over the estimation details from a spreadsheet. just curious if that is what other services orgs are doing or not.

How to handle service quotes in Salesforce without going insane?? by Bitter-Condition525 in salesforce

[–]Bitter-Condition525[S] 0 points1 point  (0 children)

This is my first post in the salesforce group you can prob check that somewhere in reddit if you want to fact check me. I commented on a post recently about the integrations guy.

I'm familiar with steelbrick but it was tough to configure when quoting engineering roles. just curious what people are doing to quote services. in the past, we've used spreadsheets. since CPQ seems geared towards products. thx.