• Skip to main content
StarrData StarrData StarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Salesforce Best Practices

Our Salesforce Best Practice of the Week: Salesforce Reports for Marketing Departments

By Darren Starr / October 1, 2012 / 0 Comments

Our Salesforce Reports blogs have been so popular that we’ve decided to continue the series by covering reports for Marketing Executives and Marketing Managers. The Salesforce Reports that follow are suggestions to get you thinking. You may already have some of these and some may not apply to your business processes but hopefully, one or […]

Read More

Our Salesforce Best Practice of the Week: Salesforce Reports for Sales, Part 2

By Darren Starr / September 18, 2012 / 0 Comments

Salesforce Reports are great for understanding the data you have in Salesforce. But there are so many possible things to report on that it can be challenging to know where to begin! Therefore, we’ve created a list of the most common grouped by type of role to help you get started. The Salesforce Reports that […]

Read More

Salesforce Reports Ideas: Useful Reports for Sales Managers

By Darren Starr / September 10, 2012 / 2 Comments

Salesforce Reports are great for understanding the data you have in Salesforce. But there are so many possible things to report on that it can be challenging to know where to begin! With our Salesforce Reports ideas, you can start to understand the capabilities of the powerful reporting abilities in Salesforce. Once you start using […]

Read More

Our Salesforce Best Practice of the Week: Managing Your Salesforce Leads

By Darren Starr / August 28, 2012 / 0 Comments

In our last blog post, we showed you how to Import Trade Show Leads into Salesforce Without Creating Duplicate Records. In this blog post, we’ll educate you on what Salesforce Leads are and how and when to use them. Why start with Salesforce Leads? What is a Salesforce Lead? How are Salesforce Leads different from […]

Read More

Importing Tradeshow Leads without Creating Duplicates, Our Salesforce Best Practice of the Week

By Darren Starr / August 23, 2012 / 1 Comment

“What should I do with that list of trade show attendees,” you ask yourself. You may be itching to import them into Salesforce as leads so you can start working them while they are still fresh. Well, hold on a minute. We better think this through a bit first so  you do not create a […]

Read More

Our Salesforce Best Practice of the Week: How to Customize Your Salesforce Apps

By Darren Starr / August 16, 2012 / 1 Comment

Salesforce Apps are sets of tabs that that your administrator sets up for your different business processes. The standard “Sales” App includes the Account, Contact, Opportunity, and Lead tabs but not the Case or Campaign tabs. The standard “Marketing” App includes the Campaigns tab but not the Accounts tab. The standard “Call Center” App includes […]

Read More

Salesforce Training and User Adoption

By Darren Starr / August 9, 2012 / 0 Comments

Salesforce user adoption is critical to the success of any company that counts on their CRM system to generate leads, close deals, and more efficiently operate their business. Providing your users Salesforce training is critical to ensure a high degree of user adoption as people tend to ignore what they do not know how to […]

Read More

Our Salesforce Best Practice of the Week: Salesforce Chatter Tips

By Darren Starr / July 30, 2012 / 0 Comments

Salesforce Chatter takes the fundamental communication and collaboration features of a consumer social network and implements it on a social enterprise level. The end result is social platform for business communications that hooks into the existing Salesforce platform seamlessly and can greatly improve the ability of your employees to communicate and collaborate to produce great […]

Read More

Our Salesforce Best Practice of the Week: Tips for Importing Salesforce Data

By Darren Starr / July 25, 2012 / 6 Comments

If you’re like most customers, you already have existing data when you become a salesforce.com customer. A key task in getting Salesforce CRM up and running is getting your data from its current location into Salesforce CRM. The following tips for importing Salesforce data are best practices that we use to help our customers import […]

Read More

Our Salesforce Best Practice of the Week: Tips for Creating Salesforce Email Templates

By Darren Starr / July 3, 2012 / 0 Comments

Salesforce Email Templates allow you to create professional and consistent emails for your entire organization. They can also be used in conjunction with mass email for sales reps to easily communicate with your customer base. Here are a few tips to help you get started: Double check your Salesforce Email Templates before using them Have […]

Read More

Tips on Creating Salesforce Custom Objects

By Darren Starr / June 14, 2012 / 0 Comments

Most of us prefer to use native Salesforce.com components whenever possible. However, it’s not always possible to get the results we desire with the built-in components and that’s where Salesforce Custom Objects come into play.   Salesforce Custom Objects allow you to extend functionality past the native Salesforce CRM suite (Leads, Accounts, Opportunities, etc). Custom […]

Read More

Salesforce Best Practice of the Week: Don’t Let Your Salesforce Opportunities Die

By Darren Starr / June 13, 2012 / 0 Comments

A Salesforce Opportunity is similar to a flower in a  garden in that if you don’t periodically take care of it, it’s going to die. Chances are that a Salesforce Opportunity that has sat for a week or two without being contacted is going to die. As a rule of thumb, record at least one […]

Read More

A Salesforce Best Practice: Working with Salesforce Workflow Automation

By Darren Starr / June 7, 2012 / 0 Comments

Salesforce Workflow evaluates records as they are created and updated and determines if an automated action needs to occur. In a way it allows records to speak up or do something – update data, notify people or external systems. Salesforce Workflow replaces the constant monitoring users have to otherwise do via reports, dashboard or views […]

Read More

Our Salesforce Best Practice of the Week: Deactivating Salesforce Users

By Darren Starr / May 30, 2012 / 0 Comments

Have you ever wanted to pull the plug on a Salesforce user but were not able to because they were part of a case escalation rule, an email alert, an assignment rule, or an approval process? If you have a sizable Salesforce instance, you almost have to hire a private detective to figure out exactly […]

Read More

Our Salesforce Best Practice of the Week: Managing your Salesforce Leads

By Darren Starr / May 24, 2012 / 0 Comments

By managing your Salesforce Leads in a systematic and structured way, you can increase both the number of Salesforce Leads you generate and how many of those Salesforce Leads you convert. The following tips are some tried and true best practices for Salesforce lead management. Find Duplicate Salesforce Leads Utilize the “Find Duplicates” button to […]

Read More

Preventing Salesforce Duplicates

By Darren Starr / May 17, 2012 / 6 Comments

Preventing Salesforce duplicates will save you heaps of time in the future. Just like any other CRM database, no matter how hard you try to keep them out, Salesforce duplicates (salesforce duplicate records) are going to happen. A user may fail to search first before creating a new record in Salesforce. A user may search […]

Read More

Organizing Salesforce Tabs

By Darren Starr / May 3, 2012 / 0 Comments

As a Salesforce Partner, we are often asked about ways to customize Salesforce tabs to help access important data more efficiently. Salesforce gives you the ability to organize Salesforce tabs along the top of your page to suit your needs. Click the + at the right of the tabs (picture below) to go to the […]

Read More

Salesforce Hover Link Tips

By Darren Starr / April 23, 2012 / 2 Comments

As a Salesforce Partner, we frequently get asked about Salesforce Hover Link Tips, the hover links are the little links above the buttons (Edit, Delete, Etc.) on a record’s detail page (picture below). Salesforce Hover Links are links to the related lists on that page and display in the same order from left to right as […]

Read More

Organizing Salesforce Related Lists

By Darren Starr / April 18, 2012 / 0 Comments

Salesforce gives you the ability to organize Salesforce related lists on each object to your liking. By going to Setup | Personal Setup | My Personal Information | Change My Display (picture below), you can select an object and then choose the Salesforce related lists you want to display and in what order they display.

Read More

Salesforce Homepage Configuration Tips

By Darren Starr / April 9, 2012 / 0 Comments

When you log into Salesforce, you most likely land on your Salesforce Homepage. The Salesforce Homepage can be a wealth of information when set up properly. If your administrator has enabled the Salesforce Dashboard section, you can use the “Customize Page” (highlighted in yellow in the picture below) link to select which dashboard to display. […]

Read More

Salesforce Best Practices for Sales Managers

By Darren Starr / April 2, 2012 / 4 Comments

As a sales manager, you most likely have a lot on your plate and spend a considerable amount of time tracking down the answers to questions such as: “What opportunities are stuck and need help?” “How active are my sales reps?” “What is the conversion percentage of our leads?” “What is my opportunity win/loss ratio?” […]

Read More

Best Practices for Salesforce Page Layouts

By Darren Starr / March 28, 2012 / 0 Comments

Using best practices when organizing Salesforce page layouts will make it easier for your users to find the information they need and will increase user adoption. These are some simple things that you can do that might solve a nagging Salesforce page layout problem and can make a big difference to your users: Organize Your […]

Read More

Salesforce Dynamic Reports and Dashboards To Better Support Salesforce Users

By Darren Starr / March 19, 2012 / 0 Comments

We all like company reports and dashboards that show us how everyone is doing. But clicking into them and changing the criteria to just see your own (or your team’s) data can be cumbersome. The reverse is also true: who wants to create or wade through a bunch of reports just because you are a […]

Read More

An Introduction to Creating Effective Salesforce Campaigns

By Darren Starr / March 14, 2012 / 0 Comments

You may be using Salesforce campaigns. But are you using them correctly so that you understand the performance of each of your campaigns? How do you know which Salesforce campaigns to invest your time and money into and which ones to stop? The majority of companies using Salesforce campaigns are not making effective use of […]

Read More
  • « Previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 7
  • Next »

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.