Blog

bt_bb_section_bottom_section_coverage_image

Why use Territories?   If you have a global organisation then you probably work with territories/regions. These may represent standard territory names such as EMEA, APAC, Europe, N.A or they may represent internal classification. I.e one of my client uses his subsidiaries as territories. You might think “why do we need territories? We can use...

If you’ve tried to use the standard contact roles module in Salesforce under the opportunity, you may have found it’s quite limited and sadly cannot be customized (apart from changing the values under Role). For that reason, I’ve created my own version of Contact Role which I use whenever my clients wish to use this...