CRM
Updated: June 11, 2019 There are several different ways that users can upload and manage files 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!) […]
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***UPDATED December 2017*** For those of you using Salesforce Lightning Enterprise (and Unlimited) licenses, you may be able to use Salesforce Platform licenses (formerly known as Force.com licenses) for some of your users to substantially reduce your total Salesforce licensing costs. Platform users co-exist with your Salesforce Enterprise users because Salesforce Platform Users and Salesforce […]
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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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To Lead, or not to Lead One key decision that a business needs to make when they choose to use Salesforce is whether or not to use the Leads tab. The business process will drive this decision and then the technical setup will facilitate the functionality. When to use Leads Businesses that have a […]
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In attempting to tell the entire lead-to-cash story – outlining every path that a lead takes on its way to becoming a closed-won opportunity – Salesforce can fill in most of the plot points, but misses a few key details. InsightSquared is here to fill in those details. InsightSquared is an easy-to-use, out-of-the-box add-on to […]
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You wouldn’t be reading this blog if you hadn’t already transformed your business by letting Salesforce worry about the back-end infrastructure of a critical part of your business, your sales process. There’s another critical part of your business you might not be thinking about right now, but you should – that depreciating relic of a […]
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By using the “Parent Account” field on the account page in Salesforce, you are able to link accounts and display the hierarchy from any account record (picture below) to see how your accounts relate to each other. This works well for the accounts and allows you to quickly click into any related account but it […]
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Salesforce Touch was announced today at this year’s Dreamforce as an extension of your desktop version of Salesforce! Salesforce Touch can do almost everything that the desktop version of Salesforce can do. Now sales reps and managers have the ability to close deals wherever they are!
Read MoreSalesforce Reports are great for understanding the data you have in Salesforce. But there are so many possible things to report on that it can be challenging to know where to begin! Therefore, we’ve created a list of the most common grouped by type of role to help you get started. The Salesforce Reports that […]
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Weather you use Salesforce Group edition or Salesforce Enterprise edition, Salesforce Automation can be utilized to improve efficiency and data accuracy. Salesforce workflow rules are only available in Enterprise edition and above but Salesforce formula fields are available in all Salesforce editions and can be used for more than just adding or dividing. Salesforce cross-object […]
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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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Salesforce Apps are sets of tabs that that your administrator sets up for your different business processes. The standard “Sales” App includes the Account, Contact, Opportunity, and Lead tabs but not the Case or Campaign tabs. The standard “Marketing” App includes the Campaigns tab but not the Accounts tab. The standard “Call Center” App includes […]
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If you’re like most customers, you already have existing data when you become a salesforce.com customer. A key task in getting Salesforce CRM up and running is getting your data from its current location into Salesforce CRM. The following tips for importing Salesforce data are best practices that we use to help our customers import […]
Read MoreThe release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 3 of this blog post, we covered Shared Activities, Reports Tab Updates, […]
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The release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 2 of this blog post, we covered the Know Issues Site, Chatter […]
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The release of Salesforce Summer ’12 for comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 1 of this blog post we covered Browser Support Changes. In […]
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The release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 1 of this blog post, we cover Browser Support Changes. Browser Support […]
Read MoreSalesforce Email Templates allow you to create professional and consistent emails for your entire organization. They can also be used in conjunction with mass email for sales reps to easily communicate with your customer base. Here are a few tips to help you get started: Double check your Salesforce Email Templates before using them Have […]
Read MoreIn Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]
Read MoreIn Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]
Read MoreUtilizing Salesforce Activity and Task Management tools will help you and your sales team organize and prioritize your day. With Salesforce Activity and Task Management you can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by due date, and then track them through custom lists and dashboards. […]
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Most of us prefer to use native Salesforce.com components whenever possible. However, it’s not always possible to get the results we desire with the built-in components and that’s where Salesforce Custom Objects come into play. Salesforce Custom Objects allow you to extend functionality past the native Salesforce CRM suite (Leads, Accounts, Opportunities, etc). Custom […]
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A Salesforce Opportunity is similar to a flower in a garden in that if you don’t periodically take care of it, it’s going to die. Chances are that a Salesforce Opportunity that has sat for a week or two without being contacted is going to die. As a rule of thumb, record at least one […]
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Salesforce Workflow evaluates records as they are created and updated and determines if an automated action needs to occur. In a way it allows records to speak up or do something – update data, notify people or external systems. Salesforce Workflow replaces the constant monitoring users have to otherwise do via reports, dashboard or views […]
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