crmTech/ April 22, 2013/ Siebel/ 0 comments

Scenario 1: Display “Total Revenue” on Opportunity List Applet

Display “Total Revenue” on Opportunity List Applet
Display “Total Revenue” on Opportunity List Applet
Display “Total Revenue” on Opportunity List Applet
Display “Total Revenue” on Opportunity List Applet

Output

Display “Total Revenue” on Opportunity List Applet Output
Display “Total Revenue” on Opportunity List Applet Output

Scenario 2: For Account-> Opportunity, Display “Total Revenue” on Account Entry Applet

  • Create MVL on Account BC
Create MVL on Account BC
Create MVL on Account BC
  • Create MVF on Account BC
Create MVF on Account BC
Create MVF on Account BC
  • Add Pickmap as the Primary Revenue Amount is specialized field and dependent on Primary Revenue Close Date. Otherwise it will give an error
Add MVF PickMap
Add MVF PickMap
  • Create Calculated Field to sum the Revenue
Create Calculated Field to sum the Revenue
Create Calculated Field to sum the Revenue

Output

Scenario 2 Output
Scenario 2 Output

Scenario 3: For Account-> Opportunity, Display “Total Revenue” on Account Entry Applet for the “Sales Stage” of Opportunity is “01 – Prospecting”

  • Follow the steps mentioned in the Scenario 2
  • Add Search Spec on MVL.
  • Note: There is no property like MVL SearchSpec. On MVL, “Type Field” and “Type Value” is used to add search specification on MVL.
Add Search Spec on MVL
Add Search Spec on MVL

Output

Scenario 3 Output
Scenario 3 Output
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About crmTech

Sharad is working from more than 11 years in IT industry. He has giving his technical services in CRM for telecom, automobile, retail, finance industry in Sales, Service and Marketing. He has primary skill in Siebel and Salesforce Marketing Cloud. Apart from this he has worked in Google Cloud, Wordpress blogging, SEO optimization, Short film making, mobile apps creation,logo design creation for his own interest.

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