Enterprise IT

Each custom Lead field you create should be mapped to the same custom field on either the Account, Contact, or Opportunity page or that data will be lost when the Lead is converted and Salesforce will not warn you of the mistake being made. Dazzle users with your ability to modify Salesforce to satisfy their […]

Be sure you have the fields available for the data that your users need to track. A second email address in a Description field or in a Note is worthless. This is the type of oversight that results in poor user adoption. Talk with your users and make sure you have the fields they need. […]

Use “Required Fields” where needed, but don’t over do it. On certain objects, required fields may be necessary, such as Phone or Status fields. But if you make too many fields required, records may not be created or false data may be entered.

A quick search will tell you if the contact or account already exists before creating it. This will prevent you from entering a new record which may already exist.

Keep Salesforce related lists the same across all objects in Salesforce with the intention that the most used should be closer to the top. Want to receive our list of more than 50 Salesforce best practices? Sign up here. Make sure you are making the best use of Salesforce: Our best practices audit compares your […]

Logical and simple arrangement of the page layout is important for ease of use and increasing user adoption of Salesforce.com. Do not assume that a default page layout is appropriate for your organization. Talk with your Salesforce users and get their feedback on how they think a page should be arranged. As a best practice, […]