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Rules of Salesforce Part 2

The Rules of Salesforce: Part 2

By Darren Starr / April 19, 2023 / 0 Comments

Salesforce has many rules in place out of the box that help users achieve their goals on the platform. In our Rules of Salesforce: Part 1 post, Sharing Rules, Escalation Rules, and Assignment Rules were highlighted as ways to obtain, view, and move data through a standard workflow with plenty of room for customization. This […]

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Important Salesforce CPQ Features for any organization

By Darren Starr / July 27, 2020 / 0 Comments

The two goals of any sales organization are increasing sales and improving operational efficiency.  Salesforce CPQ (Configure, Price, Quote) is a valuable tool for achieving both goals.  By streamlining sales quote management, teams become more efficient, and can spend more time on their core objective, working to close deals. CPQ has many features and benefits, […]

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Avoiding common Salesforce administration mistakes

By Darren Starr / July 16, 2020 / 0 Comments

Salesforce is a powerful tool.  Configured correctly, it has the potential to help a company increase sales, close deals faster, and operate more efficiently. Administering and customizing Salesforce can sometimes be a challenge.  Common mistakes can increase costs, slow down work, and create user dissatisfaction. A new Salesforce Administrator will learn the pitfalls and become […]

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Reduce Salesforce Licensing Costs: Salesforce CRM vs. Salesforce Platform License Types

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

By Darren Starr / August 9, 2019 / 3 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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what are the different types of sharing rules in salesforce

How to Benefit from Salesforce Criteria Based Sharing Rules

By Darren Starr / August 5, 2019 / 0 Comments

Updated August, 5, 2019 Before the introduction of the criteria-based sharing rule types, you could only create Salesforce sharing rules that looked at the Record Owner, determined the Role of the user, or whether the record was owned by a Queue/Public Group, and share it with other Roles or Groups. In other words, an Account […]

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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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Salesforce Parent Account Benefits & Limitations

By Darren Starr / July 29, 2019 / 0 Comments

Updated on July 29, 2019 All Salesforce Editions have an out-of-box field on the Account object called “Parent Account” that can be used to link child Account records to their parent. This functionality has some benefits and limitations Salesforce Administrators should be aware of, so we thought we would highlight a few of the major […]

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Salesforce Best Practices: The Salesforce Lead to Opportunity Process

By Darren Starr / July 29, 2019 / 2 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 License Types and The Salesforce Service Cloud

By Darren Starr / June 27, 2019 / 0 Comments

Understanding which Salesforce product and user license combination to purchase can be tough to navigate. In addition to combing through the various Salesforce Editions (Essentials, Professional, Enterprise, Unlimited, and Developer), Salesforce platform purchasers also need to choose the correct solution or “cloud” that best fits their business needs. On top of Editions, choosing between Small […]

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3 Ways to Store Documents in Salesforce

By Darren Starr / June 11, 2019 / 13 Comments

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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What’s New with Salesforce Professional Edition?

By Darren Starr / May 19, 2016 / 0 Comments

Welcome to the Enhanced Professional Edition! Now updating to Enterprise Edition is not the only way to get more Salesforce capabilities. Here’s what’s new with Salesforce Professional Edition. Because who doesn’t love freebies? The new features of Salesforce Lightning Professional Edition have been rolled out to all Professional Edition users. If you’re a Salesforce Professional […]

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3 Salesforce Tips to Save you Time: Part 3

By Darren Starr / February 25, 2016 / 0 Comments

Welcome back for our third and final Salesforce tip to save you time. These are tips from the insiders: the StarrData team! Last week we taught you how to create a dynamic report link, and the week before we shared a little-known tip about creating a secret tab. For our final tip, our team would […]

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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 is Like Your Bedroom Mirror: Why Perspective is Everything

By Darren Starr / January 8, 2016 / 0 Comments

  Perspective is everything. Whether you are an experienced executive managing teams and products, or an operations expert managing systems and company infrastructure, the perspective you have informs what needs to be done, by whom, and when. It also informs the degree to which you can measure performance. The trick is having things that are […]

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How Connected Cloud Computing Transforms Healthcare and Life Sciences

By Darren Starr / October 29, 2015 / 0 Comments

The healthcare and life sciences (HLS) industry is being shaken up like never before. Social, mobile, and cloud technologies can empower hospitals, doctors, and other care providers to collaborate closely around their patients, and help medical device, pharmaceutical, and biotech companies redefine their products and services. As a result, IT departments within these organizations are […]

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Salesforce Known Issues

By Darren Starr / October 6, 2014 / 0 Comments

Salesforce has grown considerably since I first started working with it and for the most part, all of the functionality works as expected. But, like any technology, things occasionally do not work as expected or just don’t work at all. When something seems broken, we usually reach out for help; Salesforce end users contact their […]

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Salesforce & Vertical Response Integration: Avoiding Storage Traps

By Darren Starr / February 27, 2013 / 0 Comments

Vertical Response is a very powerful email platform which has the ability to integrate directly with Salesforce without the use of a third party application, as well as being able to use campaign members as a direct distribution list without an import or export of data. Basically, Vertical Response gives you the ability to manage […]

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2012 Year End Roundup of Popular Blog Posts

By Darren Starr / December 19, 2012 / 0 Comments

Over the past year we have done many blog posts on Salesforce tips and best practices. Now, at the end of the year, it seems like a good time to share some of the most popular ones. Besides, we’re too buy drinking eggnog to create any new posts this month.

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Salesforce Tips From Some of Our Most Popular Posts

By Darren Starr / December 4, 2012 / 0 Comments

With the year quickly coming to a close, we thought we’d share some of the most popular Salesforce tips posts that we’ve done so far. These Salesforce tips posts are chock full of timeless tips and we believe they deserve a second look! How to Set Up Salesforce Email Templates For Mass Emails, Part 1 […]

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Cirrus Insight Integrates your GMail with Salesforce

By Darren Starr / October 18, 2012 / 0 Comments

Earlier this year we told you about a company that we have partnered with that makes a product called Cirrus Insight.  We want to remind you about this product because it is such a great tool to help you integrate your GMail with Salesforce which will save you time and help keep you organized. With […]

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