Dec 30, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewOur business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on...
Dec 20, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may wish to hide certain fields/sections depending on the Form type the user is using. In this scenario, we are required to hide...
Dec 8, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone. In this scenario, we are...