Set Up

(OBX) Manage Org-wide Application Settings

End Users are able to customize Application Settings from the Precursive OBX Tab, but you can also customize Org-wide settings from the Salesforce Set Up.

(OBX) Recalculating Task End Dates

(OBX) Run Daily Summary Email Background Process

Learn hoe to re-run this background job if your users do not receive Daily Summary emails correctly.

(OBX) Board sharing, visibility, and access

(OBX) Board Sharing Rules

Precursive Boards OWD sharing settings are set as Private with Access Granted Using Hierarchies enabled by default. However, default settings can be changed and here you can learn how.

(OBX) Set Up Team Roles

(OBX) Contact Roles

Assign Contacts to your Tasks and Board to identify the combined team including your internal members and Contacts that could be from a Customer or a Partner.

(OBX) Account & Opportunity User Lookup Roles

(OBX) Opportunity Team Sync for Precursive OBX

(OBX) Account Team Sync for Precursive OBX

(OBX) Set-up External sharing

Enable and configure Public Share Services to use features such as External Sharing and Calendar Sync for Precursive.

(OBX) How to configure Customer Workspace?