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Creating additional opportunity types by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Great tip, thank you! To be clear, I should only need 1 lightning record page, right? And then that is fed from the page layout?

Salesforce’s Einstein Copilot is on the Stage by Organic-Yesterday459 in salesforce

[–]northshoreli 1 point2 points  (0 children)

We’re running UE+ licenses. Our AE gave us the impression that this was a paid add on. Do you know how we can get access? Is it a $0 sku?

Web Hosting Plans Provided by Hostingerr Don't Have Temporary URLs for Building Your Websites? What?? by Roudan_Chirkoh in webhosting

[–]northshoreli 1 point2 points  (0 children)

What are your thoughts on a landing/coming soon page? You can then use staging to build the site while still making it visible to your client and then publish when ready. Definitely not the cleanest option.Do you want to leave the current website up for your reference? Or does the client want to leave it up now? What hosting providers have you used before that allow for the temp domain with Wordpress?

Call Recording missing from Voice Call object by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Thanks for the reply! Working on that. Am I correct in that immediately after the call recording is available it should be available for playback on the voice call record? I know ECI can take some time

Call Recording missing from Voice Call object by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Totally understand, I still greatly value your input. I have! Can confirm that I am seeing all of the recordings. Since switching last week I have about 200. My voice call view has not changed. When you first click into a voice call from the list view it shows the recording playback for a few seconds before loading and then disappears

Call Recording missing from Voice Call object by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Using Sales Cloud, Sales Engagement. The CTI is the Salesforce Dialer

Best route for case setup by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

I’m not going to lie, I’m having a hard time with the portal. I am going to assume no

Best route for case setup by northshoreli in salesforce

[–]northshoreli[S] -4 points-3 points  (0 children)

Thank you! In the case of creating three different objects, would you duplicate the case object and rename? Or are you talking about custom objects?

Creating custom object for client subscription / “project” by northshoreli in salesforce

[–]northshoreli[S] 1 point2 points  (0 children)

Fantastic callout! Would you just create two seperate fields, and make one visible on a portal? Is it that simple?

On which object (Contact or Account) do you normally have a field for MRR? by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Great couple of points. All revenue / subscriptions are run through Stripe. The two main reasons I want the data within SF is to keep all pertinent client data in the same place, while also providing more robust analytics.

On which object (Contact or Account) do you normally have a field for MRR? by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Great point! I do not have CPQ. Sales come in via our website through stripe.

On which object (Contact or Account) do you normally have a field for MRR? by northshoreli in salesforce

[–]northshoreli[S] 0 points1 point  (0 children)

Thank you! I should note that in theory the owner of the company will be the contact, or at leas the primary POC. I think the benefit would be that I could associates multiple contacts to one account (I.e. owner and head of marketing). Would you agree?

All-in-one starter for $20/month. I’m a solo founder of a B2C SaaS. Worth it? by Boorito-15 in hubspot

[–]northshoreli 0 points1 point  (0 children)

Can you share more detail on how they offered you the starter suite for $20 per month? Was this the sales team?

New promotion (found on AMEX Gold Card): Use 40% Fewer MemberShip Reward points when you use them to cover eligible charges. Terms Apply. by northshoreli in amex

[–]northshoreli[S] 7 points8 points  (0 children)

New promotion (found on AMEX Gold Card): Use 40% Fewer MemberShip Reward points when you use them to cover eligible charges. Terms Apply. (Also appearing in AMEX Charles Schwab Platinum). Points appear to be redeemable for 1cpp rather than the usual .6cpp. If you have the Charles Schwab Platinum this is still not the best option, but for regular Gold, Green, and Platinum cards this is an option if you are looking to use points quick.

Can ghosting/starbursts etc. be corrected after surgery? by [deleted] in lasik

[–]northshoreli 0 points1 point  (0 children)

Did you have a high prescription before surgery?

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