CRM
You 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. […]
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Keep Salesforce Data Clean with Validation Rules. Use Salesforce validation rules to maintain data integrity. Salesforce validation rules can save time by helping users to eliminate common accidental mistakes that occur when they are in a rush or just trying to wrap up their day. By using validation rules, you can enforce data formatting such […]
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Organizing page layouts logically for ease of use is an easy way to optimize Salesforce to make it easier for your users and to increase user adoption. These are simple changes that can make a big difference to your users. We often see page layout issues that result in users not wanting to use Salesforce. […]
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Salesforce case management can be tricky at times. But one best practice that is easy to remember–and will always build trust with your customers—is only close a case with the customer’s approval. Once the case is resolved, ask the customer if it is OK to close it. They should be the one to tell you […]
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The Salesforce Opportunity Close Date should always be in the future, and not be in the past, since this will result in your Salesforce pipeline report being inaccurate. Create a validation rule in Salesforce to enforce that the close date cannot be in the past. The Salesforce Opportunity Close Date is your best estimate of […]
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The majority of companies can benefit from the power of Salesforce Professional Edition and Salesforce Enterprise Edition. But some companies have a limited budget. For these businesses, Salesforce Group edition is a great solution. The challenge is that Salesforce Group Edition has less features then Salesforce Professional Edition and Salesforce Enterprise Edition. The good news is that there […]
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Here are some ways to remove duplicate records before importing data into Salesforce: It is easier to remove duplicates from a spreadsheet than in Salesforce. The Salesforce import wizards will attempt to merge duplicate accounts, contacts and leads but you will stand a better chance of a clean import if you clean them yourself before […]
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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 […]
Read MoreTabs, such as Home, Contacts and Reports, are a primary way to navigate within Salesforce. If you can’t easily find the tab you need using Salesforce can become difficult quickly. You can select the Plus (+) at the far right of all of the tabs to see All Tabs. After you select the +, use […]
Read MoreHave you ever wanted to send an email from an opportunity in Salesforce with a list of the product line items? Maybe you need a workflow that notifies Finance of the products sold when an opportunity hits the stage of closed/won? Or how about an automated email with the list of products sold sent to […]
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You’ve got Salesforce Chatter. But how do you put it to good use? How about to have better meetings? The challenge with meetings is making the best use of everyone’s time. How many times have you left a meeting thinking “that was a waste of time”! Meetings are unproductive when people spend a lot of time […]
Read MoreHave you ever wanted to deactivate a user in Salesforce but were not able to because they were part of a case escalation rule, an email alert, an assignment rule, or an approval process? If you’ve been in this situation and you have a sizable Salesforce instance with a lot of Salesforce processes then you […]
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Salesforce Labs has come out with an update to their popular Cloud Swarm app called Cloud Swarm 3. They have added more functionality and more options so if you have not installed the previous version, you should consider installing this one. In Cloud Swarm 2, you could set rules (or criteria) so people could automatically […]
Read MoreIn this post we want to share a couple of brief use case studies which highlight some of the work we do with APEX triggers in Salesforce. Design and create Apex trigger for new functionality Problem: When a contact responds to a campaign, Salesforce has no way to automatically assign a task based on an […]
Read MoreNow you can optimize your company’s Salesforce by integrating Chatter into your communications tools. Chatter is an internal social networking program that allows employees to effectively collaborate across geographies, teams, and hierarchies, and increase productivity. Click here to see what Salesforce has to say about Chatter.
Read MoreWorkflow emails will not log an activity. To log an activity from a workflow email, you will need to create a second action to create a closed task when the workflow is triggered. [hs_action id=”10989″]
Read MoreThe standard Salesforce “Lead Source” picklist is normally used in conjunction with the standard Salesforce “Campaign” lookup field when creating new leads either manually, from web-to-lead, or in bulk uploads. The “Lead Source” would be the top category like Trade Show, Web, Mass Email, etc. Then the “Campaign” lookup field can link the lead to […]
Read MoreSet your Role Hierarchy in Salesforce properly before setting up your Forecast Hierarchy. This allows for proper roll-up of forecasts and allows you to set sales forecast managers. Want to receive our list of more than 50 Salesforce best practices? Sign up here. We promise not to share your name with any 3rd parties.
Read MoreField updates in Salesforce only work from one to many. For example, a field update cannot populate a field on an account from a contact…but it can populate a field on all contacts from an account. Want to receive our list of more than 50 Salesforce best practices? Sign up here. We promise not to […]
Read More*** For the most current information, please see our updated blog post *** Utilize the “Find Duplicates” button to avoid creating Leads which already exist in Salesforce. Before working a new Lead in Salesforce.com, use the “Find Duplicates” button, located in the Additional Information section of a Lead, to search all Leads, Contacts, Accounts, or […]
Read MoreSalesforce Chatter security is a hot topic so we thought we’d weigh in with our 5 cents. The Salesforce CRM system is known for its robust security and Chatter is no different. Let’s first take a look at Salesforce security and then we’ll see how Chatter fits in. For Salesforce.com Professional Edition and above, (in […]
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