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Enterprise IT

Understanding Salesforce License Types

By Darren Starr / December 5, 2010 / 15 Comments

***UPDATED OCTOBER 2014*** It has been a while since Salesforce came out with the Force.com platform and I just wanted to bring it to your attention that there may be ways to use this to your advantage when paying for your Salesforce CRM system licenses. In the paragraphs that follow, I will go over understanding […]

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Salesforce Global Search Has Been Fixed

By Darren Starr / December 3, 2010 / 0 Comments

Back in October we blogged about problems with the new Global Search functionality in Salesforce Winter ’11. At the time we said that Salesforce Global Search was broken. Now we’re glad to report that Salesforce has fixed Global Search. Here is the message Salesforce sent out today regarding this issue:

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Best Salesforce Practice of the Week: Map Custom Lead Fields

By Darren Starr / November 22, 2010 / 0 Comments

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 […]

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Best Practice of the Week: Be Sure to Have Enough Fields

By Darren Starr / November 16, 2010 / 0 Comments

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. […]

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Best Salesforce.com Practice of the Week: Be Prudent with Required Fields

By Darren Starr / November 9, 2010 / 1 Comment

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.

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Best Salesforce Practice of the Week: Search Before Creating A Record

By Darren Starr / November 2, 2010 / 1 Comment

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.

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Best Salesforce.com Practice of the Week: Organize Salesforce Related Lists Properly

By Darren Starr / October 25, 2010 / 0 Comments

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 […]

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Best Practice of the Week – Smart Page Layouts Improve User Adoption

By Darren Starr / September 27, 2010 / 0 Comments

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, […]

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Understanding The Console Feature in Salesforce.com

By Darren Starr / September 8, 2010 / 0 Comments

Salesforce has a powerful tool called the Console. The Console allows you to combine multiple Salesforce pages into one screen so you have access to all of the related information in one place. For the support person, this means that you can have a list view of your open cases (trouble tickets or work orders) […]

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Salesforce Chatter

By Darren Starr / August 14, 2010 / 1 Comment

CRM is now social. With Chatter Salesforce.com is one step closer to its goal of making enterprise software as easy to use as Facebook. Have you ever been working on a sales or support project and had to track down a co-worker to find out what they have done on it? Maybe you go to […]

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Integrate Salesforce and Microsoft Outlook with LinkPoint Vue

By Darren Starr / August 3, 2010 / 0 Comments

I recently tested an Outlook CRM integration application from the AppExchange called LinkPoint Vue made by LinkPoint360 whose mission is “to make CRM easy.” The AppExchange is Salesforce.com’s application marketplace and is similar to the Google Apps Marketplace or the applications section on Apple’s iTunes store. Since LinkPoint Vue is a local program that installs […]

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Using the Cloud Scheduler in Salesforce.com for Easy Meeting Coordination

By Darren Starr / July 20, 2010 / 0 Comments

Salesforce.com has come out with a great tool that will help make scheduling meetings with your customers and co-workers a breeze. This tools can help with CRM user adoption of your sales force automation system or customer service automation system.

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Benefits of Salesforce Content and Delivery

By Darren Starr / April 23, 2010 / 3 Comments

A few weeks ago I provided a high level look at Salesforce Content. Salesforce recently added Salesforce Content and Content Delivery to all editions of Salesforce. Now let’s dig deeper into what make Content and Content Delivery so useful.

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