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Salesforce Best Practices

Salesforce Chrome Extension: Elevate Your Productivity!

By Darren Starr / August 9, 2023 / 0 Comments

With the Salesforce Summer ’23 update, they introduced four additional features to the Salesforce Chrome extension. These new additions empower you to maximize your productivity without leaving your browser. Here’s what’s in store! To-Do List: Stay Organized and Efficient The To-Do List feature allows you to view, filter, sort, search, and complete your pending Tasks […]

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Top Reasons Outsourcing Salesforce Administration Saves You Money

By Darren Starr / June 28, 2023 / 0 Comments

You need to ensure your company operations are running smoothly while keeping costs down. However, you also know there is no such thing as enough time, and do your best to ensure your team members are busy fulfilling their roles, using time productively, and increasing company profits. If you’re handling Salesforce internally, this might not […]

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Rules of Salesforce

The Rules of Salesforce: Part 1

By Darren Starr / April 5, 2023 / 0 Comments

There are many rules that Salesforce has in place out of the box to help with data capture and the platform function at a baseline. Certain required fields and object relationships are standard and can’t be undone, but there are many other rules that can be created and specifically catered to each individual Salesforce instance. […]

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Customizing the Salesforce Lightning Navigation Bar

By Darren Starr / March 22, 2023 / Comments Off on Customizing the Salesforce Lightning Navigation Bar

One of the standout aspects of Salesforce is the ability to customize the platform to specifically fit your needs. Those needs can be your personal needs, your team’s needs, or your company’s needs for a seamless experience. A simple personalization that can benefit each individual user is the ability to customize the Salesforce Lightning navigation […]

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Reduce Salesforce Licensing Costs: Salesforce CRM vs. Salesforce Platform License Types

By Darren Starr / June 5, 2020 / 1 Comment

If you use Salesforce Enterprise Edition or Salesforce Unlimited Edition, you may have the ability to leverage Salesforce Platform Licenses for some of your users to substantially reduce Salesforce licensing costs. While the Salesforce Enterprise and Unlimited licenses are for your users requiring access to the CRM objects (see below), Salesforce Platform Licenses (formerly known […]

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Why You Should Use Salesforce Lightning

By Darren Starr / December 17, 2019 / Comments Off on Why You Should Use Salesforce Lightning

WHAT IS SALESFORCE LIGHTNING Lightning, also known as the “Lightning Experience” is a user friendly, streamlined interface of Salesforce allowing for less clicks and better navigation across Salesforce.  Salesforce will be systematically rolling out Lightning in early January of 2020 to all users.  WHY YOU SHOULD WANT TO CHANGE       Reason #1: Automation While there […]

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How to Save Deals When Salespeople Leave

By Darren Starr / October 31, 2019 / 0 Comments

Compared to just one generation ago, the average US workplace has changed significantly. Where lifelong careers used to be commonplace, average tenures are now in low single figures, and recruiting from talent pools that are open to change brings unique challenges. The trouble is, the principles of good service don’t change. Your sales team represents […]

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Our Salesforce Best Practice of the Week: How To Close A Lot of Salesforce Tasks

By Darren Starr / August 9, 2019 / 3 Comments

Updated on July 16, 2020 How many times have you found yourself with a long list of old tasks in Salesforce that have been completed but never closed? Just thinking of the time required to go into each task and close it out will drive a person into apathy, and so your list of old […]

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Tips To Help You Easily Create And Customize Your Salesforce List Views

By Darren Starr / August 8, 2019 / 0 Comments

Updated on August 8, 2019 As a 5-star certified Salesforce Partner, we frequently get asked about Salesforce List Views. End-users and system administrators are always looking for Salesforce List View tips and best practices. Salesforce list views allow you to access data on objects where you can create new views in an organized fashion, with […]

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How to Set Up and Use Salesforce Calendar Sharing

By Darren Starr / August 8, 2019 / 1 Comment

Updated on August 8, 2019 Why are we talking about sharing your own calendar or viewing your coworker’s calendars in Salesforce Lightning? As a Salesforce user, you have most likely had to ask a co-worker what their calendar availability is on a given day. In simply trying to set up a meeting or an event […]

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What to Do When a Salesforce Contact Leaves an Account

By Darren Starr / August 6, 2019 / 0 Comments

Updated on August 6, 2019 As you continue to use Salesforce, you will eventually have Salesforce Contact records that end up leaving an Account. Perhaps they have resigned, retired, or they were hired at another company. What happens if they are now working at another Account you already have entered in your Salesforce environment? How […]

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Salesforce Best Practice of the Week: Salesforce Activity and Task Management Tips

By Darren Starr / August 2, 2019 / 0 Comments

Updated on August 2, 2019 While Salesforce is an extremely robust tool that allows users across the world to streamline the way they work on a daily basis, if not used correctly the platform can certainly be more than a bit overwhelming. Utilizing Salesforce Activity and Task management tools is a surefire way to be […]

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15 Best Salesforce Data Loader Tips

By Darren Starr / July 30, 2019 / 1 Comment

Updated on July 30, 2019 Here at StarrData, we’ve helped many customers with their data management, export, transformation, and import needs. We’d like to share some tips with you on how you can be successful while using the Salesforce Data Loader tool. We know the Data Loader process isn’t always the most straightforward, but these […]

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Salesforce Best Practices: The Salesforce Lead to Opportunity Process

By Darren Starr / July 29, 2019 / 2 Comments

Updated on July 29, 2019 Cloud-based CRM solutions such as Salesforce do a fantastic job at providing users and sales teams the ability to manage their sales process holistically from start to finish. Sales data goes into the system as a Lead, and each customer engagement point can be tracked through, in a detailed fashion, […]

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Modifying Salesforce Picklist Values

By Darren Starr / June 27, 2019 / 1 Comment

If you have been using Salesforce for a while, you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges to […]

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3 Ways to Store Documents in Salesforce

By Darren Starr / June 11, 2019 / 13 Comments

Updated: March 20, 2023 There are several different ways that users can store documents in Salesforce. I will go over the different options available to users and how they will be affected as Salesforce transitions from Classic to Lightning. (Hint: we are now able to accomplish anything we need using a single tool!) Store Documents […]

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How To Avoid the Most Costly Mistakes When Creating Proposals and Quotes

By Darren Starr / December 8, 2017 / 0 Comments

In the world of sales today, your Configure, Price, Quote (CPQ) process is like your calling card. With its ability to produce accurate and highly configured quotes, it’s the first real impression of what it would look like for your potential client to do business with you, and in a competitive, fast-moving world, nothing can […]

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We Know How to Help Your Sales Reps Improve Cash Flow Fast

By Darren Starr / December 4, 2017 / 0 Comments

In the world of business, your success is dependent upon proper management of your revenue, profits, and expenditures. Your cash flow is how you stay afloat, and it must be optimized in order to keep the business alive. Different strategies can be implemented to improve your cash flow quickly, and many can deal directly with […]

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Salesforce Report Considerations: Part 2

By Darren Starr / October 3, 2016 / 0 Comments

More Salesforce Report Considerations! Part II Introduction   In part 1 of this series, we discussed how to approach reporting in general.  This included understanding how to determine the best report type to choose, as well as understanding dynamic date ranges (including dual ranges).  Now that we have covered the framework of the report, it is […]

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3 Salesforce Tips to Save You Time: Part 2

By Darren Starr / February 23, 2016 / 0 Comments

We’re back for the second installation of favorite hacks from our StarrData engineers! We want you to become a major Salesforce whiz by learning Salesforce tips to save you time. Last week, we shared how you can use secret tabs for a one-time use. This week, reporting! Tip #2: Dynamic Report Link Say you want a quick […]

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3 Salesforce Tips to Save You Time: Part 1

By Darren Starr / February 16, 2016 / 0 Comments

So you want to be a Salesforce whiz, huh? Do you dream of getting more out of the time you put into navigating Salesforce? Then what could be better than getting inside the heads of the engineers from StarrData to bring you their 3 favorite Salesforce tips to save you time? These “hacks” aren’t in your manual, they come straight from […]

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Salesforce1 Tips and Best Practices

By Darren Starr / September 21, 2015 / 0 Comments

Using the Salesforce1 app and incorporating these Salesforce1 tips and best practices will help you increase the efficiency of your Salesforce instance. In an increasingly mobile world, the need to access one’s CRM anywhere is crucial. Salesforce has Salesforce1 to address those needs. This article will provide you with Salesforce1 tips and best practices. Salesforce1 is available for the […]

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How to Optimize Salesforce: Tabs, Page Layouts, and Chatter

By Darren Starr / July 13, 2015 / 0 Comments

Salesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By figuring out how to optimize Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrForce has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed […]

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3 Keys to Optimizing Salesforce: Reports, Apps, and Validation Rules

By Darren Starr / June 22, 2015 / 0 Comments

Salesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By following our keys to optimizing Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrData has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have […]

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