Suggested Documents using Custom Formula Fields
Oct 24, 2005“Do your reps ever complain that it’s hard to find documents in the document library? Do you want to cut down on training? Leverage custom formula fields to suggest resources based upon fielded information in the contact, opportunity, or account record.”
Now you can deliver different content for your sales force based upon the different stages of their opportunity.
Step 1.
Create a customer formula that looks something like this:
Relevant_Document =
IF(ISPICKVAL
( {!StageName}, "Prospecting"), "Insert 1st Document ID",
IF(ISPICKVAL ( {!StageName}, "Qualification"),
"Insert 2nd Document ID",
IF(ISPICKVAL ( {!StageName}, "Needs Analysis"), "Insert 3rd Document ID",
IF(ISPICKVAL ( {!StageName},
"Value Proposition"), "Insert 4th Document ID",
"Insert Default Document ID") ) ) )
) )
Document IDs look like
this - 00l30000000j7AO. They just identify the relevant document in the
Docs tab. (Check the end of the URL when looking at a document for this
value)
Look below to see where to find the Document ID.
Step 2.
To access the document from an opportunity, you'd create a custom text formula field that looks like this:
Sales_Coach = HYPERLINK("/servlet/servlet.FileDownload?file=" & {!Relevant_Document__c}, "View Document in New Window")
See below to how would look in your opportunity.
Together, these 2 formula fields will link to the specific document you've assigned for each sales stage.
Bookmark
Outstanding - gotta remember to try this tomorrow, but love the concept!
Posted by: Chris | October 27, 2005 at 10:13 PM
This method of using custom formula fields to create a "sales coach" tool, is excellent! Very easy to do and a great tool. Thanks for sharing!!!
Posted by: Pat Mozzoni | November 01, 2005 at 11:52 AM
Thanks folks.
You could even use the following loigc for customer support too.
-Saul
Posted by: Saul Weiner | November 01, 2005 at 11:55 AM
I got this to work with one exception: I am unable to populate the hyperlink with the name of the document.
In the example above the hyperlink has a name like "Objection Handling"; while the code has a hardcoded hyperlink
of "View Document in New Window"...
I know doing this in HTML or AJAX is possible, I've got no idea how to do it here...
Any ideas?
Posted by: QM | November 07, 2005 at 03:22 PM