APPENDIXAdvanced Configuration with CRM On Demand
Throughout this book, we’ve offered insights and examples of well-conceived and executed designs for CRM On Demand. We’ve delved into the best practices for configuration and integration that play a key role in supporting your design. Here, we’re going to detail more advanced techniques that you can use to configure CRM On Demand to support your business requirements and get the most out of the system.
Creating Relationships
CRM On Demand core objects have inherent relationships among them. These relationships are predefined in most cases, such as the relationship between an Account and Contacts or between Contacts and Opportunities. Although most companies leverage these relationships with great ...
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