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In this blog post, we’ll educate you on what Salesforce Leads are and how and when to use them. We previously showed you how to Import Trade Show Leads into Salesforce Without Creating Duplicate Records. Why start with Salesforce Leads? What is a Salesforce Lead? How are Salesforce Leads different from Accounts and Contacts in […]
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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 MoreIn last week’s blog, we covered getting your Salesforce email templates ready, preparing your Salesforce contacts, and how many Salesforce mass emails you are allowed to send at one time. In part 2, we’ll cover reviewing, confirming, and sending your Salesforce mass emails. After selecting the template, you come to the “Review and Confirm” screen […]
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Touch.salesforce.com is still 3 or 4 months from being reality. But Salesforce has been quietly adding to the information available about it. Touch.salseforce.com will be more than an HTM5 interface that will automatically adjust itself to whatever device you’re using it on. Touch is also being used to move Salesforce more elegantly into the future […]
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One of the issues that we see companies struggle with the most is Salesforce campaigns. A company will spend a lot of time and money on its marketing campaigns and then not have a good way to track and report on which marketing campaign is performing the best! These could be trade shows, marketing campaigns […]
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 […]
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A few weeks ago, the StarrForce Tips Blog summarized overall the new features of the Salesforce Winter ’12 release. Today we go in depth to explore the new Salesforce Winter ’12 forecasting features. Starting with the Winter ’12 version of Salesforce, there is a new Forecasts feature that will be enabled for all new instances […]
Read MoreYour sales leads in Salesforce may have came from multiple sources like purchased lists, campaigns, trade shows, and those manually entered. This video will show you how to search for duplicate accounts and contact records, and how to merge these Salesforce duplicates.
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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 […]
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With Salesforce for iPhone there’s an App for that! With the recent introduction of the new Apple iPhone 4S last week, we at StarrForce thought we would remind you of the free mobile apps that are available for smartphones that can make your mobile Salesforce experience more productive. With Salesforce for iPhone apps you can: […]
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“What should I do with that list of trade show attendees,” you ask yourself. You may be itching to import them into Salesforce as leads so you can start working them while they are still fresh. Well, hold on a minute. We better think this through a bit first so you do not create a […]
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The new release of Salesforce Winter ’12, is quickly upon us so we here at StarrForce thought we’d share some of the new features with you. The Winter ’12 release is packed with new features, from the way it is rolled out, to more browser support, to major functionality and interface changes. Below are some […]
Read MoreThank you Steve, for changing the world not once, but four times with the Mac, iPod, iPhone, and iPad. Thank you for showing us that in a world of mediocrity there is room to be successful creating great art. Thank you for being intensely genuine no matter the consequences. Now that you are gone I […]
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Last week in the StarrForce blog we covered Salesforce Global Search wildcards and operators, wildcard behaviors and limitations: Salesforce Global Search Tips – Part 3, Our Salesforce Best Practice of the Week. This week, we cover changing Salesforce Global Search order and search terms: Search Order When you combine multiple operators in a search string, […]
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Last week, the StarrForce Tips Blog covered changing Salesforce Global Search options and search terms: Salesforce Global Search Tips – Part 2, Our Salesforce Best Practice of the Week. This week, we cover Global Search wildcards and operators, wildcard behaviors and limitations. Salesforce Wildcards and Operators You can use the * (asterisk) and ? (question mark) […]
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Last week, we introduced you to Salesforce Global Search and how it works, and how you can use it more effectively: Salesforce Global Search Tips – Part 1, Our Best Practice of the Week This week, we cover changing Salesforce Global Search options and search terms. Changing Salesforce Global Search Options Step One – Click […]
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Salesforce is a perfect solution for professional service firms because its two core features are all about what all firms focus on: All professional service firms do two things: 1) They market and sell to bring in new clients. 2) They service their clients and depend on their existing clients to be a source of […]
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The Winter ’11 release of Salesforce brought us a new Global search with advanced search functionality and content. Salesforce Global Search gives you instant results and suggests terms using auto-complete for records that you’ve recently viewed, edited, or looked up.
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In part 1 of this blog post, we warned of a hidden issue for those of you who are thinking about synchronizing Outlook with Salesforce that you should be aware of: Windows Easy Transfer Creates Salesforce and Outlook Duplicate Records, Part 1. In summary, Windows 7 has a tool called Windows Easy Transfer that allows […]
Read MoreYou should always link your tasks to the relevant records in Salesforce. Otherwise, you run the risk of losing valuable customer information that might have been captured in that task. Here’s a short video that shows you how to link your tasks to records from the start.
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Which Edition of Salesforce Should I Get? You’d like to get the edition that best meets your needs without buying more than you need. You’re looking for the proper balance between price and requirements. Want a simple explanation of which Salesforce Edition to get? Here you go: Why purchase Salesforce Professional Edition rather than Salesforce […]
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One of the most common problems when updating your computer and transferring files from one computer to the other is duplicate contacts and records. This can be even more of a problem when you’re syncing Salesforce and Outlook. The last thing you want is duplicate Salesforce records and duplicate Outlook records. In the next two […]
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Touch.salesforce.com is one of the most exciting developments from Dreamforce 2011 that will be released in early 2012. It will be a great way to optimize your use of Salesforce. It is an HTML5 interface for Salesforce that will work on any mobile device, and will instantly modify the interface for the appropriate device type. […]
Read MoreYour tabs in Salesforce are one of the primary tools that you use for moving around to access your data. Yet many users do not understand how to customize their tabs so that they’re setup to accommodate their needs. This short video shows you, in under 90 seconds, how to configure your tabs. [hs_action id=”11469″]
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