Friday, July 27, 2012

Creating and Opportunity Competitor Tracking App

Here's a simple little App that I built to track Competitors at a deeper level than is possible using the standard SFDC Competitor Related Text List. It allows us to track Competitors as Accounts (just like Opportunity Partners) and gives us visibility into Competitor History directly from the Account and Opportunity object, including Wins against Competitor/Incumbent, Losses To Competitor, and Open Opportunities against Competitors.

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