Hello, this is the SmallBuilder team. Salesforce provides the List View feature to help manage data efficiently. As a fundamental…
![[Use Case]One Click으로 기회 품목 일정 만들기](https://blog.smallbuilder.com/wp-content/uploads/2024/10/Use-CaseOne-Click으로-기회-품목-일정-만들기-370x245.jpg "[Use Case] Creating Opportunity Line Item Schedules with One Click")
Do you make use of Opportunity Line Item Schedules in Salesforce? In Salesforce, the Opportunity Line Item Schedule is used…
Hello, this is the SmallBuilder team. When manufacturers set up Service Cloud, they often create a custom object to send…
Hello, this is the SmallBuilder team. In addition to Opportunity, Quote, and Order, efficient management of Line Items is essential…
Hello, this is the SmallBuilder team. If you’ve tried generating PDF documents in Salesforce, you know it can be convenient,…