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A new section and a few fields on the detail page may meet your requirements, but if you find yourself creating five of the same field, like look-up fields to the same object, because you might need them for some records, then a custom object would be a better solution. Avoid cluttering the page with […]
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***UPDATED OCTOBER 2014*** It has been a while since Salesforce came out with the Force.com platform and I just wanted to bring it to your attention that there may be ways to use this to your advantage when paying for your Salesforce CRM system licenses. In the paragraphs that follow, I will go over understanding […]
Read MoreBack in October we blogged about problems with the new Global Search functionality in Salesforce Winter ’11. At the time we said that Salesforce Global Search was broken. Now we’re glad to report that Salesforce has fixed Global Search. Here is the message Salesforce sent out today regarding this issue:
Read MoreEach custom Lead field you create should be mapped to the same custom field on either the Account, Contact, or Opportunity page or that data will be lost when the Lead is converted and Salesforce will not warn you of the mistake being made. Dazzle users with your ability to modify Salesforce to satisfy their […]
Read MoreBe sure you have the fields available for the data that your users need to track. A second email address in a Description field or in a Note is worthless. This is the type of oversight that results in poor user adoption. Talk with your users and make sure you have the fields they need. […]
Read MoreUse “Required Fields” where needed, but don’t over do it. On certain objects, required fields may be necessary, such as Phone or Status fields. But if you make too many fields required, records may not be created or false data may be entered.
Read MoreA quick search will tell you if the contact or account already exists before creating it. This will prevent you from entering a new record which may already exist.
Read MoreKeep Salesforce related lists the same across all objects in Salesforce with the intention that the most used should be closer to the top. Want to receive our list of more than 50 Salesforce best practices? Sign up here. Make sure you are making the best use of Salesforce: Our best practices audit compares your […]
Read MoreThe Running User controls what data is available in a dashboard for all viewers. A system administrator can see more data than a standard user but if the running user is set to the standard user, the system administrator will only see data that the standard user can see. Who do you call when you […]
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If you have used any business management software, CRM software, or contact management programs, you understand that duplicate records are a way of life. Although it is a best practice to search before creating a record, duplicates still happen. Salesforce understands this and has tools built in to help you merge duplicate leads, accounts, and […]
Read MoreCreate reports for your different objects and include the fields that are most important to you. Sort by those columns to do a spot check on their utilization. Want to receive our list of more than 50 Salesforce best practices? Sign up here. Who do you call when you need Salesforce help? Try StarrForce’s Support […]
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 […]
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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 MoreWhen creating a new contact, for example, go to the account for the contact and use the New Contact button. When creating a new opportunity, go to the contact and use the New Opportunity button. This will fill in the linking information for you and eliminate the possibility of associating to the wrong record. Want […]
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 MoreLogical and simple arrangement of the page layout is important for ease of use and increasing user adoption of Salesforce.com. Do not assume that a default page layout is appropriate for your organization. Talk with your Salesforce users and get their feedback on how they think a page should be arranged. As a best practice, […]
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Salesforce email templates can be a great time saver if they are created and organized properly. Among the applications they’re useful for are customer support, sales management, and sales automation. How often do you find yourself copying an old email so that you can send it to someone else? How often do you find yourself […]
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Salesforce has a powerful tool called the Console. The Console allows you to combine multiple Salesforce pages into one screen so you have access to all of the related information in one place. For the support person, this means that you can have a list view of your open cases (trouble tickets or work orders) […]
Read MoreHere’s the latest on how Chatter licensing works for companies on Salesforce Professional Edition. If you want to purchase less than 15 Chatter licenses: – Chatter will only have access to Profiles, People and Content. – Cost is $180/year per person If you want read-only access to Accounts & Contacts there is an additional cost […]
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I recently tested an Outlook CRM integration application from the AppExchange called LinkPoint Vue made by LinkPoint360 whose mission is “to make CRM easy.” The AppExchange is Salesforce.com’s application marketplace and is similar to the Google Apps Marketplace or the applications section on Apple’s iTunes store. Since LinkPoint Vue is a local program that installs […]
Read MoreSalesforce.com has come out with a great tool that will help make scheduling meetings with your customers and co-workers a breeze. This tools can help with CRM user adoption of your sales force automation system or customer service automation system.
Read MoreA few weeks ago I provided a high level look at Salesforce Content. Salesforce recently added Salesforce Content and Content Delivery to all editions of Salesforce. Now let’s dig deeper into what make Content and Content Delivery so useful.
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