@Need subject area to retrieve accounts and contacts based on territory owner
Required Fields:
- Customer Profile
- Account Custom Field
- Contact Name
- Contact Custom field
- Territory owner
My approach but I failed to achieved
Subject Area: sales – CRM Sales Account Territories
Subject Area: Sales Customer and contact real time
Columns:
- Customer.Customer Profile
- Customer.Customer type
- Customer.Customer Row ID
- Contact.Contact ID
- Territory.Territory Owner
- Territory.Territory Owner ID
- Contact.Last Interaction Date
Result:
Display Error
Regards
MD Hyder