Salesforce Best Practices
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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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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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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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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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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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 […]
Read MoreUpdated 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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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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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 […]
Read MoreUpdated 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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