Custom modules?
Hi guys, have you considered adding the ability to have custom modules to track data such as assets associated with an Organization?
This is one of the few benefits we still get from Salesforce, and allows us to track customers licenses and hardware appliances. Using just custom fields attached to deals wouldn't work right now as each deal might have several serial numbers to track.
It would be great to get your feedback on whether it's something you're looking at.
Comments
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Hey @Michael
Perhaps you have a set example of the type of module you're looking for? It seems like it's something would sort of work by tracking the data of Products, but not completely.
Anything to clear this up would be great!
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David Lorbiecke said:
Hey @Michael
Perhaps you have a set example of the type of module you're looking for? It seems like it's something would sort of work by tracking the data of Products, but not completely.
Anything to clear this up would be great!
Thanks David,
Here's a example of how we track Assets (at the bottom) of an Account record in Salesforce.
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