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DoiT Cloud Intelligence

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1 result found

  1. Creating bulk edit capabilities in the portal for biz ops

    Is there a way to look at creating a mechanism where sales can make bulk account ownership changes?

    We are currently dependent on scripts to make changes and there are times the urgency doesn't match the availability of engineers.

    Can we either:
    Get access to run the script
    Develop a function in the console that allows us to bulk update
    Allow us to assign account ownership in SFDC and replicate to the console via integrations

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    0 comments  ·  Billing & Invoicing  ·  Admin →
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