CRM
We recently blogged about Apple iCloud causing problems for Salesforce Sync tools. This post resulted in a response from CompanionLink telling us about their product which addresses many of issues we mentioned in the post. We’ve since talked with the folks over at CompanionLink and found them to be great. Here’s a post they offered […]
Read MoreIn part 1, we covered deciding what kind of Salesforce Custom Report you need to run and what information should be included. Part 2 will cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Adding filters to your Salesforce Custom Report: Once you have the Salesforce […]
Read More
Have you ever wanted to run a Salesforce Custom Report directly from a record? Maybe you would like a mailing address report for all of the Salesforce Contacts associated to the Salesforce Account you are viewing. Or how about all Salesforce Opportunities with Contact Roles associated to the Salesforce Account you are viewing? Or possibly […]
Read MoreThe following is a guest post from our friends at Prialto: Over the past ten years, I have rolled out CRM systems at four different companies and have personally witnessed the power of CRM to: Improve management of customer and prospect relationships Provide better sales visibility Improve communication across a sales team However, I also […]
Read More
It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite […]
Read More
For all Salesforce for Outlook and Salesforce Connect for Outlook users, and anyone planning on using Apple’s iCloud service to sync their Outlook contacts, we’d like to warn you of a serious problem experienced by one of our seasoned Salesforce support specialists. Here’s his story: I just installed Apple’s iCloud control panel onto my Windows […]
Read MoreA 3 minute video that explains how to use Salesforce criteria based sharing rules. [hs_action id=”10989″]
Read MoreOne of our most popular subjects covered in our blog in 2011 was how to best integrate Salesforce with Microsoft Outlook. With 2011 drawing to a close it seemed appropriate to capture all of these posts in one location to help make sure you are successful with your Salesforce Outlook integrations in 2012. Here they […]
Read MoreEveryone knows that you create a new lead under the lead object. However, if you want to make sure you do not create a new Salesforce duplicate record, you can also use the lead object to create a new contact. Using the “Find Duplicates” feature when creating a new lead you may find the new […]
Read More
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 […]
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 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 […]
Read More
Have you ever needed to send a mass email to a targeted list of contacts or leads in Salesforce, but are not using an email marketing client and do not want to send them one at a time? Maybe you want to send a birthday email once a month or email the people at your […]
Read MoreWe’re very excited to be partnering with RingLead to offer their clients Salesforce duplicate record removal as a service. As part of this service, we will use RingLead’s Declone Data Cleansing tool to remove duplicate Salesforce records for you. We offer this service because many RingLead clients do not have the resources to configure and […]
Read More
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 […]
Read More
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 […]
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.
Read More
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: […]
Read More
Last week in the StarrForce blog we covered Salesforce Global Search wildcards and operators, wildcard behaviors and limitations: Salesforce Global Search Tips – Part 3: Wildcards & Operators. This week, we cover changing Salesforce Global Search order and search terms: Search Order When you combine multiple operators in a search string, they are evaluated in […]
Read More
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 […]
Read More
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 […]
Read More
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. From the header search box you can search more records, including articles, documents, products, solutions, […]
Read More
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 More