Salesforce
New changes to the Salesforce calendar view in Lightning experience make managing your schedule and staying organized easier than ever. Let’s take a deeper look at all the exciting improvements! Salesforce Calendar Improvements Additional Improvements Seamless Day View Navigation: Easily switch to day view by clicking on a specificdate in the month or week view. […]
Read MoreWith the Salesforce Summer ’23 update, they introduced four additional features to the Salesforce Chrome extension. These new additions empower you to maximize your productivity without leaving your browser. Here’s what’s in store! To-Do List: Stay Organized and Efficient The To-Do List feature allows you to view, filter, sort, search, and complete your pending Tasks […]
Read MoreYou need to ensure your company operations are running smoothly while keeping costs down. However, you also know there is no such thing as enough time, and do your best to ensure your team members are busy fulfilling their roles, using time productively, and increasing company profits. If you’re handling Salesforce internally, this might not […]
Read MoreSalesforce Lightning has been out for years, but some hesitate to adopt it. That’s completely normal, and it makes sense that the transition from Classic is daunting for those accustomed to it. However, as time passes the Salesforce Lightning Transition becomes more critical for every Salesforce instance because Classic doesn’t receive new functionality updates. Furthermore, […]
Read MoreDid You Hear About The Planned Salesforce API Retirement in May 2023? Salesforce had planned to retire API Versions 21.0 through 30.0 in May 2023, fortunately for a lot of companies, Salesforce made the decision to push out this update until Summer ’25. Why is Salesforce making this change? Salesforce is constantly updating and expanding […]
Read MoreSalesforce has many rules in place out of the box that help users achieve their goals on the platform. In our Rules of Salesforce: Part 1 post, Sharing Rules, Escalation Rules, and Assignment Rules were highlighted as ways to obtain, view, and move data through a standard workflow with plenty of room for customization. This […]
Read MoreOne of the standout aspects of Salesforce is the ability to customize the platform to specifically fit your needs. Those needs can be your personal needs, your team’s needs, or your company’s needs for a seamless experience. A simple personalization that can benefit each individual user is the ability to customize the Salesforce Lightning navigation […]
Read MoreSalesforce Data Transfer Tools It happens at every company: eventually, someone is going to leave for a new job. There’s usually cake, a card, and some sort of sendoff, and the employee is now a former employee. Or maybe an acquisition or business growth has led to the need for new sales territories or more […]
Read MoreThe beauty of Salesforce is the ability to customize the platform to fit your needs and specifically represent your use cases. The objects and fields along with associated automation allow for a unique workflow to be created. Learning to master Salesforce picklists– one of the most dynamic field types in Salesforce– helps unlock the platform’s […]
Read MoreWhile standard Salesforce Approval Processes are available for use with CPQ, there are often use cases for more advanced approval mechanisms. That’s where Advanced Approvals can prove valuable.
Read MoreThe two goals of any sales organization are increasing sales and improving operational efficiency. Salesforce CPQ (Configure, Price, Quote) is a valuable tool for achieving both goals. By streamlining sales quote management, teams become more efficient, and can spend more time on their core objective, working to close deals. CPQ has many features and benefits, […]
Read MoreSalesforce is a powerful tool. Configured correctly, it has the potential to help a company increase sales, close deals faster, and operate more efficiently. Administering and customizing Salesforce can sometimes be a challenge. Common mistakes can increase costs, slow down work, and create user dissatisfaction. A new Salesforce Administrator will learn the pitfalls and become […]
Read MoreUpdated on July 31, 2019 Knowing which Salesforce Cloud or Edition your company needs is not always a clear-cut decision. Salesforce offers many different bundles of features and services such as Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and more, all of which can be useful in different areas of your business. Salesforce is […]
Read MoreUpdated on July 29, 2019 Cloud-based CRM solutions such as Salesforce do a fantastic job at providing users and sales teams the ability to manage their sales process holistically from start to finish. Sales data goes into the system as a Lead, and each customer engagement point can be tracked through, in a detailed fashion, […]
Read MoreSalesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By figuring out how to optimize Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrForce has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed […]
Read MoreSalesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By following our keys to optimizing Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrData has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have […]
Read MoreSalesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By optimizing Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrData has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed ways to help Salesforce […]
Read MoreJourney is a free app on the Salesforce AppExchange designed to help take the hassle out of business travel. The Journey Salesforce app gives users the ability to track their business trips, or “journeys”, and create expense reports directly in Salesforce. It is far more intuitive than a standard Excel expense report, and can be […]
Read MoreWe are very excited to announce that StarrForce has partnered with VentureBeat to bring readers solutions to some of the top challenges companies face when using Salesforce! StarrForce has vast experience working with Salesforce customers, and through our work, we have been able to help customers tackle these obstacles. A few of the challenges we […]
Read MoreSalesforce is a great tool for your business that has the ability to help you increase sales and productivity among your sales team. However, to fully take advantage of Salesforce, you need a Salesforce administrator who can help you use all of the features of Salesforce administration. In addition, the Administrator should be able to […]
Read MoreAre you wondering how marketing automation can help you in a sales role? Do you have to constantly switch back and forth between Salesforce and your marketing automation tool to see all the information you need? Integrating your marketing automation tool with Salesforce can be a big time saver and can also provide extra value […]
Read MoreIn the latest Salesforce release, Spring ‘15, Salesforce introduced a new feature to help users manage duplicate records. This feature, the Salesforce Duplicate Management feature, will warn users when they are trying to save a record that shows a match to an existing record. Salesforce previously did not offer a way to manage duplicate records, […]
Read MoreSalesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 can give sales people the ability to close that one opportunity that would help them make their quota, give marketing the ability to check on a campaign ROI during a meeting, or even help a […]
Read MoreIn 2014, we provided many blog posts on Salesforce best practices and tips for sales managers. Now, at the beginning of the new year, it seems like a good time to share with you some of the most popular ones. Here is a compilation of the most popular StarrForce blog posts from 2014. We hope […]
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