BulkEdit Opportunity Pipeline in Salesforce

生产工具插件大小: 463KiB版本: v 0.2更新时间: 2021-12-21
大小:463KiB版本:v 0.2更新时间:2021-12-21

Salesforce: Query and bulk edit Close date, Amount, Forecast Category and Next Steps-My Open Pipeline Opportunities.

BulkEdit Opportunity Pipeline in Salesforce 的使用方法详解,最全面的教程


BulkEdit Opportunity Pipeline in Salesforce 描述:

用户数:59

分类:生产工具插件

扩展大小:463 KiB

最后更新时间:2021-12-21

版本:v 0.2


BulkEdit Opportunity Pipeline in Salesforce 插件简介:

这是来自Chrome商店的 BulkEdit Opportunity Pipeline in Salesforce 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。


BulkEdit Opportunity Pipeline in Salesforce插件下载方法/流程:

点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。


BulkEdit Opportunity Pipeline in Salesforce插件安装教程/方法:

(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件

(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面

(3) 打开扩展程序页面的“开发者模式”

(4) 将crx文件拖拽到扩展程序页面,

完成安装如有其它安装问题,

请扫描网站底部二维码与客服联系如有疑问请参考:

https://www.extfans.com/installation/
Please Note: ** If the download as Excel/PDF not working please Mark "Always Allow" for Adobe flash player setting by clicking in the following link. http://www.macromedia.com/support/documentation/en/flashplayer/help/settings_manager04.html (This plugin uses swf for the download feature so if you have this setting as Always Deny or Always ask then it may not work) Salesforce My Open Opportunities/Pipeline Management (https://sites.google.com/site/bulkeditopportunities/) is a Google Chrome Productivity Extension with following Features: (Please refresh your salesforce browser Tab prior to clicking on the Chrome extension Icon.): 1) By Clicking Edit My Open Opportunities will fetch the Opportunities owned by you from your logged in salesforce instance 2) It allows to update the Opportunity Pipeline fields: Probability, Close Date, Amount, Next Steps, ForecastCategory 3) From the list of opportunities you can select the opportunities you would like to Mass-Edit Probability, Close Date, Amount, Next Steps and save the records. 4) You can View the result in a paginated format, allows search within your result, You can sort a column in the result set 5) Click on xls, csv,pdf to download the result in the given format, copy to copy the result and print to print the result. 6) This extension will be useful for your Pipeline Forecast calls. User needs to login to the Salesforce.com org in the browser or refresh the page if already logged-in before clicking on the Chrome extension. The chrome extension reads the session cookie and runs the query/update against the respective Salesforce.com org. There is no need to login again in the extension pop-up. Works well when you are working on multiple orgs and manage your pipeline in multiple orgs at ease. This is something I tried out to learn how to make a Chrome Extension. The error handling is not done quite well.

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