Madelyn Peterson
- Total activity 39
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 23
Activity overview
Latest activity by Madelyn Peterson-
Madelyn Peterson created an article,
Delegated Administration
Delegated Administration allows additional Users with the Salesforce Platform license type to help the champion administer your Improveit 360 org. A Delegated Administrator has limited permissions....
-
Madelyn Peterson created an article,
Creating an Apple Maps Link for the Mobile App
If your team uses Apple Maps instead of Google Maps, a link can be added so they can click and navigate directly to the address with Apple Maps. Sales AppointmentFormula: HYPERLINK("http://maps.app...
-
Madelyn Peterson created an article,
Populating Staff Score with a Scheduled Flow
Staff score can be populated automatically with a flow to help your team sort which Sales Rep would be the best fit for a specific Sales Appointment. For example, we want to schedule a big appointm...
-
Madelyn Peterson created an article,
Integrations and Enhancement Offerings
IntegrationsLeads/Lead Qualification/ Lead ScoringEverConnect Think UnlimitedActive ProspectSalesRabbit Angi/Angi for Pros (formerly Angi's List and HomeAdvisor)Facebook Ads eLead Endpoint Estimato...
-
Madelyn Peterson created an article,
Enabling Quick Text for easy Task and Call Comments
Quick Text allows your Users to insert a predefined message into Tasks and Logged Calls. This makes it easy for your team to create customized scripts, use standardized notes, or create a template ...
-
Madelyn Peterson created an article,
Customizing the Salesforce Mobile App for your Team
Adjust which tab your Users land on first when opening the mobile app by adjusting the improveit360 App. Move the tab that should be their landing page as the first tab in the app. Go to Setup > s...
-
Madelyn Peterson created an article,
Sales Rep Security and Using Sales Rep 2
Granting Sales Rep 2 access to their Sales Appointment is challenging due to how Restriction Rules function. When creating a Restriction Rule, only one rule can apply to each user. If your Restrict...
-
Madelyn Peterson created an article,
How to add Searchable Fields
In your improveit 360 instance, your team may want to Search by fields that are not present on some of the Managed objects, out of the box. NOTE: These settings can only be changed by a System Admi...
-
Madelyn Peterson created an article,
Tracking Field History
Your system can track Field changes on up to 20 Fields on each Object or Record Type in improveit 360. You can modify which Fields are tracked on each Object (up to 20 fields) and those Tracking ch...
-
Madelyn Peterson created an article,
How to disable automatic BCC when sending emails
By default, when you send an email manually from the Activities tab on Objects throughout the system, you will be BCC. If your team sends lots of ad hoc emails, you may want to disable this feature...