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How can Partner User access all Tasks in Partner Community in Salesforce

REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we need to ensure that if a partner user has access to a parent record (e.g., an Account or Opportunity), they also have access to related Tasks, regardless of Task ownership. By default, in Salesforce, a […]

Transform Sales and Marketing Campaign with Salesforce Integration

While we are so committed to making the business world a better place by bringing Salesforce, the world’s leading CRM platform, into the picture, at Tenetizer Technologies we believe you are the team to do that. Salesforce has a set of strong tools for your team to organize work, acquire more leads, and build stronger […]

Salesforce Mass Lead Conversion Simplified: Lead Import Tool For Sales Reps | Tenetizer

How Frequently Leads are Imported? It’s most crucial part to generate the Leads or buy the Leads from different sources. After that, Leads are imported to Salesforce and distributed to Business Development or Sales Team or Account Executives.  Most of the B2B Organization do not acquire very frequently but some Businesses really target a large […]

Unread by Owner Field on Lead – An Intelligent Way to Track the Lead Owner Activity

GOAL There is a field called “Unready by Owner” on Lead only visible in List View. Let’s understand how it can help our Sales team to track the activities of the Lead Owner. DESCRIPTION A Salesforce user (Sales Executive) will have a list of unread leads that they own and can be viewed under the […]