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Salesforce Best Practices

Optimize Salesforce License Costs

Salesforce CRM vs. Salesforce Platform License Types: Optimize & Save

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 your 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 […]

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Salesforce

Why You Should Use Salesforce Lightning

By Darren Starr / December 17, 2019 / 0 Comments

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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Saving Sales Deals with Salesforce

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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How to close a lot of Salesforce tasks

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

By Darren Starr / August 9, 2019 / 4 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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preparing salesforce data loader file

Salesforce Data Loader Tips: Preparing Your File

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 Data Loader tool. We know the Data Loader process isn’t always the most straightforward, but these tips […]

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Salesforce Best Practices: The Salesforce Lead to Opportunity Process

By Darren Starr / July 29, 2019 / 5 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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Salesforce Global Search, Salesforce search terms, Salesforce Best Practices, Salesforce exact phrase in global search, Salesforce Wildcard Behavior, question mark command in Salesforce, Salesforce Wildcard limitations, Salesforce global search options, StarrForce

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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Three Ways To Store Documents in Salesforce: Which is Best for You?

By Darren Starr / June 11, 2019 / 13 Comments

Updated: June 11, 2019 There are several different ways that users can upload and manage files 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!) […]

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How to avoid costly mistakes when creating proposals & quotes

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

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 Reporting considerations

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, […]

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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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Salesforce tips to save you time

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 […]

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Salesforce1 Tips and Best Practices

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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Optimize Salesforce Page Layouts

3 Steps to Optimizing Salesforce: Page Layouts, List Views, and System Administrators

By Darren Starr / June 9, 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 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 developed ways to help Salesforce […]

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Salesforce AppExchange Spotlight: Journey Salesforce App

By Darren Starr / May 19, 2015 / 0 Comments

Journey is a free app on the Salesforce AppExchange designed to help take the hassle out of business travel. The Journey Salesforce app gives users the ability to track their business trips, or “journeys”, and create expense reports directly in Salesforce. It is far more intuitive than a standard Excel expense report, and can be […]

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StarrForce News: StarrForce Featured in VentureBeat

By Darren Starr / May 5, 2015 / 0 Comments

We are very excited to announce that StarrForce has partnered with VentureBeat to bring readers solutions to some of the top challenges companies face when using Salesforce! StarrForce has vast experience working with Salesforce customers, and through our work, we have been able to help customers tackle these obstacles. A few of the challenges we […]

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Introducing Agile Accelerator: How You Can Manage Agile Development Through Salesforce

Introducing Agile Accelerator: How You Can Manage Agile Development Through Salesforce

By Darren Starr / April 29, 2015 / 1 Comment

In 2006, Salesforce made the switch from a waterfall approach to development, to agile in order to improve productivity within a growing global engineering team. By making the change to small, cross-functional teams and shorter development cycles, productivity increased by 38 percent and major releases were completed 60 percent faster. With the smaller engineering teams […]

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