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From Setup, in the Quick Find box, enter PRM , and then select Partner Productivity. From the Set Up Pipeline Inspection section, click Go to Pipeline Inspection. From the Pipeline Inspection page, Turn on Pipeline Inspection. Click View Historical Trending Settings and verify that Historical Trending is enabled.
Feb 8, 2024
Mar 22, 2024 · Go to Setup > Feature Settings > Sales > Opportunities > Pipeline Inspection Setup (or search “Pipeline Inspection” in the quick find box!). · Turn on Pipeline ...
Duration: 2:11
Posted: Nov 27, 2023
Posted: Nov 27, 2023
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Feb 24, 2024 · From Setup | Pipeline Inspection Setup, click Turn on Pipeline Inspection. Click View historical trending settings and confirm that the opportunity object is in ...
Mastering Salesforce Pipeline Inspection - Sweet Potato Tec
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Jun 14, 2023 · From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup. Turn on Pipeline Inspection. Verify that historical ...
Oct 15, 2023 · View opportunities with Pipeline Inspection in your partner portal and strengthen your deal management. You can enable Pipeline Inspection when you create.
Feb 28, 2024 · To access Pipeline Inspection, on the Opportunities tab, click the Pipeline Inspection button. To access Pipeline Inspection view, click the Pipeline Inspection ...
Jan 3, 2024 · In Setup, use the Quick Find box to search for 'Sales Processes'. · Select 'Sales Processes' and click 'New'. · Choose an existing Sales Process as a base or ...
Feb 15, 2024 · From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup. Turn on Pipeline Inspection. Verify that historical ...
Jun 28, 2023 · As of March 2023, you can access Pipeline Inspection in Enterprise Edition with Sales Cloud without purchasing an add-on license for it. Use this consolid.
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