Salesforce Best Practices
Last week, we introduced you to Salesforce Global Search and how it works, and how you can use it more effectively: Salesforce Global Search Tips – Part 1, Our Best Practice of the Week This week, we cover changing Salesforce Global Search options and search terms. Changing Salesforce Global Search Options Step One – Click […]
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The Winter ’11 release of Salesforce brought us a new Global search with advanced search functionality and content. Salesforce Global Search gives you instant results and suggests terms using auto-complete for records that you’ve recently viewed, edited, or looked up. From the header search box you can search more records, including articles, documents, products, solutions, […]
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In part 1 of this blog post, we warned of a hidden issue for those of you who are thinking about synchronizing Outlook with Salesforce that you should be aware of: Windows Easy Transfer Creates Salesforce and Outlook Duplicate Records, Part 1. In summary, Windows 7 has a tool called Windows Easy Transfer that allows […]
Read MoreYou should always link your tasks to the relevant records in Salesforce. Otherwise, you run the risk of losing valuable customer information that might have been captured in that task. Here’s a short video that shows you how to link your tasks to records from the start.
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One of the most common problems when updating your computer and transferring files from one computer to the other is duplicate contacts and records. This can be even more of a problem when you’re syncing Salesforce and Outlook. The last thing you want is duplicate Salesforce records and duplicate Outlook records. In the next two […]
Read MoreYour tabs in Salesforce are one of the primary tools that you use for moving around to access your data. Yet many users do not understand how to customize their tabs so that they’re setup to accommodate their needs. This short video shows you, in under 90 seconds, how to configure your tabs. [hs_action id=”11469″]
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Keep Salesforce Data Clean with Validation Rules. Use Salesforce validation rules to maintain data integrity. Salesforce validation rules can save time by helping users to eliminate common accidental mistakes that occur when they are in a rush or just trying to wrap up their day. By using validation rules, you can enforce data formatting such […]
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Last week we showed you how to get your Outlook contacts ready to sync with Salesforce: Making Your Salesforce for Outlook Integration as Painless as Possible, Part 1. This week we’ll show you the steps to complete the installation of Salesforce for Outlook. Prepare to Install Salesforce for Outlook Log into Salesforce, click on your […]
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Integrating your Outlook with Salesforce doesn’t need to be a frustrating experience if you follow a few painless steps that will assure smooth syncing of data. Reasons for integrating the two include synchronizing calendar appointments and events, to-dos and tasks, and to ensure that account, contact and lead opportunities in Outlook are reflected in the […]
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Organizing page layouts logically for ease of use is an easy way to optimize Salesforce to make it easier for your users and to increase user adoption. These are simple changes that can make a big difference to your users. We often see page layout issues that result in users not wanting to use Salesforce. […]
Read MoreEffectively using Salesforce List Views is an important part of a Salesforce implementation. On almost every tab in Salesforce you can create your own list views that will filter on any field you have access to on that object (such as Contacts, Accounts or Leads). Administrators of Salesforce Enterprise Edition or above should create list […]
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This is the proper way to store personal templates, reports and dashboards: Save them into your personal folders so no one but you will be able to view them, including system administrators. If you save them into a public folders you’ll be sharing your information with everyone else in the company. This will create a […]
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Salesforce case management can be tricky at times. But one best practice that is easy to remember–and will always build trust with your customers—is only close a case with the customer’s approval. Once the case is resolved, ask the customer if it is OK to close it. They should be the one to tell you […]
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The Salesforce Opportunity Close Date should always be in the future, and not be in the past, since this will result in your Salesforce pipeline report being inaccurate. Create a validation rule in Salesforce to enforce that the close date cannot be in the past. The Salesforce Opportunity Close Date is your best estimate of […]
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The majority of companies can benefit from the power of Salesforce Professional Edition and Salesforce Enterprise Edition. But some companies have a limited budget. For these businesses, Salesforce Group edition is a great solution. The challenge is that Salesforce Group Edition has less features then Salesforce Professional Edition and Salesforce Enterprise Edition. The good news is that there […]
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Here are some ways to remove duplicate records before importing data into Salesforce: It is easier to remove duplicates from a spreadsheet than in Salesforce. The Salesforce import wizards will attempt to merge duplicate accounts, contacts and leads but you will stand a better chance of a clean import if you clean them yourself before […]
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Salesforce Outlook Integration Can Be Confusing for Anyone Salesforce.com has had the ability to integrate with Microsoft Outlook for many years. It is an important Salesforce integration and an area that we receive a lot of questions on. It is an area that can be confusing to even senior-level Salesforce administrators, so I thought I […]
Read MoreTabs, such as Home, Contacts and Reports, are a primary way to navigate within Salesforce. If you can’t easily find the tab you need using Salesforce can become difficult quickly. You can select the Plus (+) at the far right of all of the tabs to see All Tabs. After you select the +, use […]
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You’ve got Salesforce Chatter. But how do you put it to good use? How about to have better meetings? The challenge with meetings is making the best use of everyone’s time. How many times have you left a meeting thinking “that was a waste of time”! Meetings are unproductive when people spend a lot of time […]
Read MoreHave you ever wanted to deactivate a user in Salesforce 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’ve been in this situation and you have a sizable Salesforce instance with a lot of Salesforce processes then you […]
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Salesforce Labs has come out with an update to their popular Cloud Swarm app called Cloud Swarm 3. They have added more functionality and more options so if you have not installed the previous version, you should consider installing this one. In Cloud Swarm 2, you could set rules (or criteria) so people could automatically […]
Read MoreWorkflow emails will not log an activity. To log an activity from a workflow email, you will need to create a second action to create a closed task when the workflow is triggered. [hs_action id=”10989″]
Read MoreThe standard Salesforce “Lead Source” picklist is normally used in conjunction with the standard Salesforce “Campaign” lookup field when creating new leads either manually, from web-to-lead, or in bulk uploads. The “Lead Source” would be the top category like Trade Show, Web, Mass Email, etc. Then the “Campaign” lookup field can link the lead to […]
Read MoreSet your Role Hierarchy in Salesforce properly before setting up your Forecast Hierarchy. This allows for proper roll-up of forecasts and allows you to set sales forecast managers. Want to receive our list of more than 50 Salesforce best practices? Sign up here. We promise not to share your name with any 3rd parties.
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