Chatter license
Updated 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 More
Updated: March 20, 2023 There are several different ways that users can store documents in Salesforce. I will go over the different options available to users and how they will be affected as Salesforce transitions from Classic to Lightning. (Hint: we are now able to accomplish anything we need using a single tool!) Store Documents […]
Read More
In 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 […]
Read More
Knowing which Salesforce license type or the support your company needs it not always a clear-cut decision. Salesforce offers many products, including Sales Cloud, Service Cloud, Force.com, Communities, and more, all of which can be useful in different areas of your business. Salesforce is continually updating their services to make them better, but it can […]
Read More
StarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates and […]
Read More
We previously posted a blog on the Salesforce Chatter Free license and now we would like to tell you about the Salesforce Chatter Plus license. For $15.00 per user per month, your employees that are not using Salesforce can have access to the following Salesforce features: Read only access to Salesforce Accounts and Contacts Edit […]
Read MoreExperience the power of Salesforce Chatter Mobile on all of your devices — iPad, iPhone, Android and Dell Streak. Tap photos and records for instant hover-card views, use the pinch feature to quickly preview presentations, collapse and expand feeds, orient the screen to portrait or landscape views, and see all of your groups at a […]
Read More
Here’s a list of some of the key things we recommend be added to your check list while planning a Salesforce Chatter Implementation. Some of these we’ve borrowed from Salesforce and some are added based on our experiences. Have a communications plan to inform your Salesforce Chatter stakeholder. Remember that there are typically three groups […]
Read More
Salesforce Labs has come out with an update to their popular Cloud Swarm app called Cloud Swarm 3. They have added more functionality and more options so if you have not installed the previous version, you should consider installing this one. In Cloud Swarm 2, you could set rules (or criteria) so people could automatically […]
Read MoreNow you can optimize your company’s Salesforce by integrating Chatter into your communications tools. Chatter is an internal social networking program that allows employees to effectively collaborate across geographies, teams, and hierarchies, and increase productivity. Click here to see what Salesforce has to say about Chatter.
Read MoreSalesforce Chatter security is a hot topic so we thought we’d weigh in with our 5 cents. The Salesforce CRM system is known for its robust security and Chatter is no different. Let’s first take a look at Salesforce security and then we’ll see how Chatter fits in. For Salesforce.com Professional Edition and above, (in […]
Read More
Salesforce Chatter gives you the ability to follow people, cases, opportunities and more all from within Salseforce–or from within a Chatter app that can run on your PC or Mac desktop, your iPhone, or your iPad. Chatter was inspired by Facebook which prompted Mark Benioff, Salesforce CEO, to ask “why isn’t enterprise software as easy […]
Read MoreFri, Oct 29, 9:00am-10:00am PT, Virtual Presentation With Chatter, Salesforce.com is one step closer to its goal of making enterprise software as easy to use as Facebook. Chatter can be a useful tool when communicating or collaborating with your co-workers. However, how Private Are Your Salesforce Chatter Conversations & Posts? In this interactive web presentation […]
Read More
Chatter has taken a giant step forward in the online chat software market for customer relationship management programs. Since I covered the basics of Chatter in a previous post, I would like to cover some of the questions asked about Chatter and offer some best practices. Before we get started remember that a Chatter license […]
Read MoreSalesforce has recently updated to Winter ’11 and one of the defaults is a daily email of your Salesforce Chatter posts and feeds. If you would like to stop receiving this email, or if you would like to receive it weekly instead of daily, please follow the steps below: Log into Salesforce and select your […]
Read MoreOne of the most misunderstood and underused feature of Salesforce is the Role Hierarchy. Without a well-designed Salesforce role hierarchy, companies are likely to have the following problems: – Salesforce sales forecasting does not work – Private sharing model does not meet company needs – Managers can not easily see what subordinates are working on […]
Read More