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Duplicate Detection Lead to Account


When creating a duplicate detection rule from e.g. Lead entity attribute Company Name to Account entity attribute name Account Name, the duplicate detection rules generates a duplicate detection warning when a Lead is qualified, even if the Account Name does not (yet) exist. This is unexpected...

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Category: General (1842)

STATUS DETAILS
Declined

Correct calculation of e.g. Quote Product when Discount Calculation Method is set to Per Unit


Discount calculation wrong.

Settings how to calculate discount is set to “Line item”

 

Result is OK: the Amount is set to Price Per Unit time Quantity and Opportunity Line Amount is set to Amount minus Manual Discount with Tax added.

Settings h...

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Category: Account, Contact, Calendar and Activity Management (710)

STATUS DETAILS
Declined