Phoenix - Your AI AssistantSalesforce CRM Custom Objects
- Posted:
- Proposals: 7
- Remote
- #1407495
- Awarded
Dubai 
Description
Experience Level: Expert
General information for the business: Recruitment Business
Platform: Salesforce
Description of every module: I plan to use salesforce as a crm for my recruitment business - I need to be able to see related lists within the contact record, that shows the opportunities (jobs) we have put them forward for interview.
In addition, within Opportunities, I need to see a related list of the contacts that have been put forward for interview with the opportunity.
I have created custom objects that appear in contacts and opportunities, but the lookup is not looking for the other object - it is looking at itself !
Need someone to correct this and get it working correctly for me ASAP.
Many thanks
Description of requirements/functionality: I plan to use salesforce as a crm for my recruitment business - I need to be able to see related lists within the contact record, that shows the opportunities (jobs) we have put them forward for interview.
In addition, within Opportunities, I need to see a related list of the contacts that have been put forward for interview with the opportunity.
I have created custom objects that appear in contacts and opportunities, but the lookup is not looking for the other object - it is looking at itself !
Need someone to correct this and get it working correctly for me ASAP.
Many thanks
Extra notes:
Platform: Salesforce
Description of every module: I plan to use salesforce as a crm for my recruitment business - I need to be able to see related lists within the contact record, that shows the opportunities (jobs) we have put them forward for interview.
In addition, within Opportunities, I need to see a related list of the contacts that have been put forward for interview with the opportunity.
I have created custom objects that appear in contacts and opportunities, but the lookup is not looking for the other object - it is looking at itself !
Need someone to correct this and get it working correctly for me ASAP.
Many thanks
Description of requirements/functionality: I plan to use salesforce as a crm for my recruitment business - I need to be able to see related lists within the contact record, that shows the opportunities (jobs) we have put them forward for interview.
In addition, within Opportunities, I need to see a related list of the contacts that have been put forward for interview with the opportunity.
I have created custom objects that appear in contacts and opportunities, but the lookup is not looking for the other object - it is looking at itself !
Need someone to correct this and get it working correctly for me ASAP.
Many thanks
Extra notes:
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Roy
Can you share sanbox account or screenshot opportunity and contact page layout?