Ursa Major Solar's service department gets requests for several types of services, such as installation, repair, and maintenance. Service managers need to be able to tell when maintenance was last done on on asset to help determine If they are meeting contract agreements, but the last maintenance date can be difficult to determine when there are many work orders related to the asset. They think it would be helpful to have a field auto-populated on the Asset record when a maintenance work order gets closed.
What tool should an app builder recommend to help meet this requirement?
Universal Containers require different fields to be filled out at each stage of the Opportunity sates process.
What configuration steps can an app builder use to meet this requirement?
A new field is being created on a custom object. However, the app builder does not want the field to show up on pre-existing custom report
types.
What should the app builder do on the custom field setup to fulfill this requirement?
Sales manager at universal containers would like to standardize what information sales rep are gathering. Sales rep want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. What feature should an app builder use to provide this functionally?