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Common Salesforce Challenges

Custom consulting

Avoiding common Salesforce administration mistakes

By Darren Starr / July 16, 2020 / 0 Comments

Salesforce 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 […]

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Tips To Help You Easily Create And Customize Your Salesforce List Views

By Darren Starr / August 8, 2019 / 0 Comments

Updated on August 8, 2019 As a 5-star certified Salesforce Partner, we frequently get asked about Salesforce List Views. End-users and system administrators are always looking for Salesforce List View tips and best practices. Salesforce list views allow you to access data on objects where you can create new views in an organized fashion, with […]

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Salesforce Global Search, Salesforce search terms, Salesforce Best Practices, Salesforce exact phrase in global search, Salesforce Wildcard Behavior, question mark command in Salesforce, Salesforce Wildcard limitations, Salesforce global search options, StarrForce

Modifying Salesforce Picklist Values

By Darren Starr / June 27, 2019 / 1 Comment

If you have been using Salesforce for a while, you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges to […]

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A Fast and Simple Way of Generating Proposals and Contracts Using Salesforce CPQ

A Fast and Simple Way of Generating Proposals and Contracts Using Salesforce CPQ

By Darren Starr / December 1, 2017 / 0 Comments

If your team isn’t using Salesforce CPQ (configure price quote) to generate quotes and contracts, you’re missing out on a serious productivity booster. It helps you close deals FAST. Ready to close more deals and kick your sales cycle into high gear? Here are some tips from StarrData to get the most out of Salesforce […]

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Salesforce Reporting considerations

Salesforce Report Considerations: Part 2

By Darren Starr / October 3, 2016 / 0 Comments

More Salesforce Report Considerations!   Part II   Introduction   In part 1 of this series, we discussed how to approach reporting in general.  This included understanding how to determine the best report type to choose, as well as understanding dynamic date ranges (including dual ranges).  Now that we have covered the framework of the report, […]

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Salesforce Page Layouts: How to Control the Number of Related Records Displayed

By Darren Starr / June 28, 2016 / 0 Comments

Have you always wished your page layouts would display more than 5 related list records? Today we will show you how to control the number of related records displayed because, YES, it is possible! There is a great feature that has been around for quite a while in Salesforce Classic, but may have not yet […]

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Salesforce is Like Your Bedroom Mirror: Why Perspective is Everything

By Darren Starr / January 8, 2016 / 0 Comments

  Perspective is everything. Whether you are an experienced executive managing teams and products, or an operations expert managing systems and company infrastructure, the perspective you have informs what needs to be done, by whom, and when. It also informs the degree to which you can measure performance. The trick is having things that are […]

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IT turnover: How to keep cloud projects on track

IT turnover: How to Keep Cloud Projects on Track

By Darren Starr / December 17, 2015 / 0 Comments

  It is no secret that it is difficult to recruit and retain IT talent. Millennial disloyalty, boredom, stressful workplaces, and the ubiquitous advice that job-switching leads to higher salaries are some of the many reasons employee tenure is reaching all-time lows across multiple industries. Low employee retention in the enterprise always means expense and […]

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biggest mistakes during a salesforce integration

The Biggest Mistakes Companies Make During A Salesforce Integration

By Darren Starr / November 24, 2015 / 0 Comments

 Knowing where others in your shoes have most commonly made mistakes can create a much more time and cost efficient experience for you and your team. Read from Salesforce experts what their biggest mistakes during an integration were.   Regardless of the size of a business, one of the most crucial elements of a successful business […]

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3 Keys to Optimizing Salesforce: Reports, Apps, and Validation Rules

By Darren Starr / June 22, 2015 / 0 Comments

Salesforce 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 […]

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The Benefits of Outsourcing Your Salesforce Administrator

By Darren Starr / April 27, 2015 / 0 Comments

Salesforce 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 […]

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4 User-Friendly Salesforce1 Tips

By Darren Starr / February 11, 2015 / 0 Comments

Salesforce1 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 […]

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Customize Your Salesforce Interface

By Darren Starr / August 25, 2014 / 0 Comments

Does it take you a while to find what you’re looking for in Salesforce? Or do you have too much information cluttering up your pages? Customizing your Salesforce interface can solve these problems and make it easier for you to navigate. By spending the time to customize your Salesforce interface, you can organize it to […]

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Salesforce integration with Outlook

Removing the Mystery from Salesforce Outlook Integration

By Darren Starr / May 24, 2011 / 41 Comments

Salesforce Outlook Integration Can Be Confusing for Anyone Salesforce.com has had the ability to integrate with Microsoft Outlook for many years. It is an important Salesforce integration and an area that we receive a lot of questions on. It is an area that can be confusing to even senior-level Salesforce administrators, so I thought I […]

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