2.RE2NCXc_bag-sm-aly-16.mp4
0 (0 Likes / 0 Dislikes)
A lot of times, sales executives
or account executives,
they want to look at information in certain way.
You know, they want to be able to see,
you know, accounts that meet specific criteria.
And they want to be able to have those views
available to them as part of the application.
Now you can go in and have system administrators
create system views or system dashboards
that would be available to everybody
or you can create kind of your own information
and utilize that to really find the information
that's pertinent and relevant to you.
And one of the features that you can use
to do that is what's called the Advanced Find.
Now when you're working on kind of
any record inside the application,
as part of the navigation,
you'll see an Advanced Find.
So when you click on Advanced Find,
this will open up your searching criteria.
So this allows you to really determine
what specific record or item
you may want to work with.
So for example, maybe I just want to see
only the accounts in the system
that have open opportunities
associated with them.
I could do that and save that view
as part of an advanced find.
So for example, in here where it says Look for,
I can switch this to the account entity.
And then when I switch this
to the account entity,
I can use preexisting filters to determine
how I want to see or what types of accounts
I want to see, maybe just pre-populate
some of the queries.
So in this case, I want to say...
I want to see just Active Accounts.
So it's pre-filtered to show me any accounts
that have a status of active,
but what I really want to see is any accounts
that have open opportunities.
So one of the advantages to Advanced Find
is now I can come in here,
and I can pick not only fields
that are associated with the account entity
but if I scroll down,
I can also look at related fields.
And so this is where I can see
specific fields or other entities
that might have an association
with the account entity.
So for example,
I can go down into opportunities,
and I can see any opportunities
where an account is set as a potential customer.
So now I want to go in,
and I want to see only accounts
where they are set as a potential customer
for an opportunity,
and I want to see only those scenarios
where the opportunity has a status...
Of open.
So now when I go ahead and hit Results,
this is only going to show me any operator
or any account in the system
that has open opportunities.
Now it's not going to show me
the opportunities per se,
but it is going to show me the accounts
that have open opportunities.
This might be a great view that I could utilize
if I wanted to maybe do
a follow-up on an additional product
that might be associated with the item
that they're working with.
So one of the advantages to this is now
I can go into back to my Advanced Find,
and I could do a Save As,
and I could now call this
"Active Accounts with Open opps."
And now when I hit Save,
this view now becomes a personal view
that I have available just to me
inside the application.
So now if I were to close out of here,
go into Accounts.
And up where I have my views, I can scroll down,
and now underneath My Views,
I have this Active Accounts with Open opps.
And this will now automatically, you know,
refresh itself every time a new opportunity
is added to a different account.
This will always be the most
up-to-date accounts in the system
that currently have opportunities
associated with it.