RevOps Docs for Startups
Ctrlk
  • Welcome
  • Getting Started
    • Quickstart
    • About LeanScale
  • Growth Modeling
    • Building a Growth Model
    • Sales Capacity Plan
    • Marketing Plan
    • Customer Success Plan
  • Go-to-market Lifecycle
    • Go-to-Market Lifecycle
    • Lead Lifecycle
    • Sales Lifecycle
    • Customer Lifecycle
    • Proof of Concept Lifecycle
    • Lifecycle Measurement
  • Lead Attribution
    • Attribution Overview
    • Lead Source Taxonomy
  • Measuring Metrics
    • Reporting and Data Analytics
    • Sales Metrics
    • Marketing Metrics
    • Customer Success Metrics
    • Partnership Metrics
    • Presenting Metrics
  • GTM Tech Stack
    • GTM Tech Stack Overview
    • When To Buy New Systems
    • Driving System Adoption
    • CRM Considerations
  • Aligning Sales/Marketing
    • Alignment Overview
    • How to Align?
    • What is an SQL?
    • Building Marketing Operations
    • Defining GTM Process
    • Interviewing GTM Leaders
    • Finding The Right Talent
  • System Demos
    • Data Enrichment
    • Conversational Intelligence
    • CPQ
    • Data Analytics
  • CRM Tips
    • Salesforce
      • Create Opp from Contact
      • Validation Rules in Flow
      • Roll Up Summary Field
      • Close Date Change Counter
      • Lead Stages
      • Sales Stages
      • Customer Stages
      • Next Step Fields
      • Lead Source Taxonomy
      • Proof of Concept Stages
      • Displaying Record Information
      • Display Dynamic Lists
      • Messages to End Users
      • Create Custom Buttons
      • Tips for Data Loader
      • Salesforce Inspector Reloaded
      • SFDC Navigator for Lightning
      • Bypass Validation Rules
      • Sales Manager Notes Field
      • Renaming Fields and Objects
      • Getting Faster to Record ID
    • Hubspot
  • Strategic Walkthroughs
    • Revenue Operations Flywheel
    • Post-Fundraise Playbook
    • Building Board Decks
    • Building Dashboards
    • ChatGPT as a Salesforce Admin
    • Sales Commission Plans
    • Building Sales Territories
  • GTM Expert Interviews
    • Sophie Buonassisi - Venture Capital and GTM
    • Guy Rubin - GTM, Sales, Marketing, and Revenue Operations Benchmarks
    • Growth Modeling and Unit Economics for Modern Startups
    • Culture for Modern Hyper Growth Businesses - Jack Jackson
    • How to optimize your website for AI and AEO
    • GTM strategy in an AI-saturated era.
    • How to Hire in a fast growing GTM environment
    • Foundational Ops to AI-Driven Go-To-Market with Justin St. Louis Wood
    • Lean RevOps with Global, Contractor-Driven Teams and AI Acceleration
    • Page
  • GTM Tech Demos
    • Flowlie with Vlad Cazacu
    • Polytomic with Ghalib Suleiman
    • Spara with David Walker
    • Valley with Zayd Ali
    • Subskribe CPQ and Revenue Platform with Prakash Reina
    • Amplemarket with Mica Oliveira
    • Adam X with Neel Kamal
    • PeopleLens with Yogi Pajabi
    • Luster with Christina Brady
    • Ebsta with Adam Roberts
    • Attio with Zev Lebowitz
    • Orca with Tony Tom
    • Luella with Mustafa Saeed
  • GTM Walkthroughs and Tutorials
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  1. CRM Tips

Salesforce

Create Opp from ContactValidation Rules in FlowRoll Up Summary FieldClose Date Change CounterLead StagesSales StagesCustomer StagesNext Step FieldsLead Source TaxonomyProof of Concept StagesDisplaying Record InformationDisplay Dynamic ListsMessages to End UsersCreate Custom ButtonsTips for Data LoaderSalesforce Inspector ReloadedSFDC Navigator for LightningBypass Validation RulesSales Manager Notes FieldRenaming Fields and ObjectsGetting Faster to Record ID
PreviousQFlowNextCreate Opp from Contact

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