Enterprise IT
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 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 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 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 […]
Read MoreNow that we are into a new year, its a good time to talk about spring cleaning, even though it is still winter. If you have been using Salesforce for any length of time, then it has most likely been customized to meet your business processes. (If it has not been you have a Ferrari […]
Read MoreCreate tasks or events from related records at the lowest level in the relationship. For example, if you have a task associated with an Opportunity, create the task from within the Opportunity you are working on, rather than creating it within the Account or a Contact associated with the Opportunity.
Read MoreSharks have to keep moving so water rushes against their gills so they can breath. If they stop moving they die. Your opportunities in Salesforce are very similar in that if they don’t receive regular activity from your sales people they’ll die.
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Salesforce Chatter gives you the ability to follow people, cases, opportunities and more all from within Salseforce–or from within a Chatter app that can run on your PC or Mac desktop, your iPhone, or your iPad. Chatter was inspired by Facebook which prompted Mark Benioff, Salesforce CEO, to ask “why isn’t enterprise software as easy […]
Read MoreWhen first using Salesforce’s Connect for Outlook, if you sync with a full Outlook folder, you will most likely end up with duplicate records in both Salesforce and Outlook.
Read MoreIf you delete a record in Salesforce you have 30 days to restore it from the Recycle Bin. (The Recycle Bin is located in the left sidebar. If you sidebar is hidden you will not see it.)
Read MoreWhen adding notes and attachments in Salesforce, add them to the appropriate case or opportunity instead of the contact or account record. If you have parent cases and child cases and are not sure which to associate with choose the parent case.
Read MoreSalesforce has a great marketing, advertising and sales management tool called campaigns. Campaigns are marketing & sales projects that allow you to generate new business from your existing customers or leads (sales prospects). Salesforce Campaigns allow you to track the campaign budget, the number of customers or potential customers (leads), their responses, the number of […]
Read MoreA 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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