Topic 32
Testo Storyboard
- Diapositiva: 1
- Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
- Good morning, Tina! You seem thoughtful.
- Good morning, Ron! Lately, it’s been confusing trying to keep track of customer sales. Sometimes orders come from emails, other times from our website or through the sales reps, and it’s hard to manage them all consistently.
- Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.
- Diapositiva: 2
- That’s a good point. Have you looked into Salesforce Orders? Not only does it keep all orders in one place, but it also lets you create orders directly from accounts, opportunities, or even manually if needed. Let’s dive into the details.
- Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
- Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.
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