Salesforce Best Practices
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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***UPDATED December 2017*** For those of you using Salesforce Lightning Enterprise (and Unlimited) licenses, you may be able to use Salesforce Platform licenses (formerly known as Force.com licenses) for some of your users to substantially reduce your total Salesforce licensing costs. Platform users co-exist with your Salesforce Enterprise users because Salesforce Platform Users and Salesforce […]
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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 […]
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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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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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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 […]
Read More Cloud for Good has recently published an eBook to highlight best practice recommendations for CRM implementation including considerations for executive sponsorship, business processes, data, automation, usability/scalability, and analytics based on our and our customers’ success stories and lessons learned. The first question any time that we hear phrases like “Best in Class,” “Best of Breed,” […]
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In the latest Salesforce release, Spring ‘15, Salesforce introduced a new feature to help users manage duplicate records. This feature, the Salesforce Duplicate Management feature, will warn users when they are trying to save a record that shows a match to an existing record. Salesforce previously did not offer a way to manage duplicate records, […]
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Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 can give sales people the ability to close that one opportunity that would help them make their quota, give marketing the ability to check on a campaign ROI during a meeting, or even help a […]
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The Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 gives you access to all the same information that you can access on your computer, but it is designed to operate on mobile devices. The Salesforce1 mobile app is included with your Salesforce licenses, […]
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Here at StarrData, we have helped many customers with their data importing and manipulation needs and we would like to share some tips with you on using the Salesforce Data Loader. These tips come from our experience working with this tool and we hope they help you as much as they have helped us over […]
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Here at StarrData, we have helped many customers with their data importing and manipulation needs and we would like to share some tips with you on using the Salesforce Data Loader. These tips come from our experience working with this tool and we hope they help you as much as they have helped us over […]
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Are you wondering how Salesforce Communities can be useful to your company? Salesforce Communities may just seem like an additional expense but they can be very valuable when used in the right situation. In this post, we’ll take a closer look at how Salesforce Customer Communities can be successfully integrated into your business. We recently […]
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Does it take you a while to find what you’re looking for in Salesforce? Or do you have too much information cluttering up your pages? Customizing your Salesforce interface can solve these problems and make it easier for you to navigate. By spending the time to customize your Salesforce interface, you can organize it to […]
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The Salesforce Summer ’14 release is just around the corner and with it come tons of new features for Salesforce1, Sales Cloud, Service Cloud, and Communities. We have highlighted a few of the new features below that we believe will enhance your Salesforce experience. Salesforce1 Mobile App: One of the biggest fundamental changes in the […]
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Every business owner and manager knows how important it is to track sales, but doing so is much more complicated than just looking at the company’s ROI and number of closed deals at the end of the month. In order to truly track progress, there needs to be a set sales process with measurable progress […]
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