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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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Have you heard about the excitement of the Salesforce1 10th Anniversary Release Features? This May marked the 10th anniversary of Salesforce on Mobile , and we’re celebrating with a version of the Salesforce1 Mobile App that’s faster, smarter, and more empowering than ever before. Version 10 of the Salesforce1 Mobile App is now live in […]
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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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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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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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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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This blog post will introduce you to 4 highlights of Salesforce Lightning so you will be ready for the change in your Salesforce experience. If you have used Salesforce1 mobile app, the new Salesforce Lightning User Interface will take you to familiar territory. The good news is that Salesforce Lightning can be rolled out user-by-user, profile-by-profile, […]
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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 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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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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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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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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By using the “Parent Account” field on the account page in Salesforce, you are able to link accounts and display the hierarchy from any account record (picture below) to see how your accounts relate to each other. This works well for the accounts and allows you to quickly click into any related account but it […]
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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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All Salesforce editions have a field on the Account page called “Parent Account” that can be used to link child accounts to their parents. This functionality has some benefits and limitations that you should be aware of so we thought we would list a few of the major ones for you. Benefits: Easy linking of […]
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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 […]
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Salesforce Touch was announced today at this year’s Dreamforce as an extension of your desktop version of Salesforce! Salesforce Touch can do almost everything that the desktop version of Salesforce can do. Now sales reps and managers have the ability to close deals wherever they are!
Read MoreSalesforce 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 […]
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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 […]
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Weather you use Salesforce Group edition or Salesforce Enterprise edition, Salesforce Automation can be utilized to improve efficiency and data accuracy. Salesforce workflow rules are only available in Enterprise edition and above but Salesforce formula fields are available in all Salesforce editions and can be used for more than just adding or dividing. Salesforce cross-object […]
Read MoreIn 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 […]
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“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 […]
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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 […]
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