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Updated on August 9,2019 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 Task […]
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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 are creating the list view in an organized […]
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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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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 […]
Read MoreUpdated August, 5, 2019 Before the introduction of the criteria-based sharing rule, 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 record […]
Read MoreUpdated 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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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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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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For those of you using Salesforce Enterprise, Unlimited, Performance, and Developer Editions of the respective products you’ve purchased, you may have the ability to leverage Salesforce Platform Licenses for some of your users to substantially reduce your total Salesforce licensing costs. While the Salesforce License Type is designed for your day-to-day users requiring full access […]
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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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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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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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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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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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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!
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