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Salesforce.com

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 […]

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Salesforce Touch For Mobile Devices Allows You To Take Salesforce On The Road

By Darren Starr / September 19, 2012 / 0 Comments

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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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 […]

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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 […]

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Salesforce Automation, Salesforce Support, Salesforce Partner, StarrForce

Our Salesforce Best Practice of the Week: Simplifying Salesforce Automation

By Darren Starr / September 6, 2012 / 0 Comments

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Best Practice of the Week: Tips to Better Utilize Salesforce for Outlook

By Darren Starr / August 6, 2012 / 0 Comments

We have done many blogs on Salesforce and Outlook Integration because it is such an important topic for most Salesforce users.  This blog post covers a few tips that we believe will help you better utilize Salesforce for Outlook. Create a Contact folder for Salesforce Contacts only Setting up an Outlook folder for your Salesforce […]

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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 […]

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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 […]

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Salesforce Summer ’12 New Features, Part 4

By Darren Starr / July 24, 2012 / 0 Comments

The release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 3 of this blog post, we covered Shared Activities, Reports Tab Updates, […]

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Salesforce Summer ’12 New Features, Part 3

By Darren Starr / July 18, 2012 / 0 Comments

The release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 2 of this blog post, we covered the Know Issues Site, Chatter […]

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Salesforce Summer ’12 New Features, Part 2

By Darren Starr / July 16, 2012 / 0 Comments

The release of Salesforce Summer ’12 for comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 1 of this blog post we covered Browser Support Changes. In […]

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Salesforce Summer ’12 New Features, Part 1

By Darren Starr / July 11, 2012 / 0 Comments

The release of Salesforce Summer ’12 comes with some minor changes and some great additions in functionality. Below are the highlights of this new release. For the full documentation of this release, please see the Salesforce Summer ’12 Release Notes link. In part 1 of this blog post, we cover Browser Support Changes. Browser Support […]

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A Salesforce Best Practice: Salesforce Custom Field Tips

By Darren Starr / July 10, 2012 / 0 Comments

In April, we did a blog post on Working with Salesforce Custom Fields. This week, we want to share a few more Salesforce Custom Field tips with you that might help make your Salesforce experience more effective. Having too many Salesforce Custom Fields clutter up the page A page with many fields becomes unwieldy. Run […]

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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 […]

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Salesforce Best Practices For Working with Personal Folders, Part 3

By Darren Starr / June 28, 2012 / 0 Comments

In Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]

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Salesforce Best Practices For Working with Personal Folders, Part 2

By Darren Starr / June 27, 2012 / 0 Comments

In Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]

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Salesforce Best Practices for Working with Personal Folders, Part 1

By Darren Starr / June 21, 2012 / 0 Comments

In Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. The four Salesforce Personal Folders are: “My Personal Reports”, “My Personal Dashboards”, “My Personal Email Templates”, and “My Personal […]

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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 […]

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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 […]

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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 […]

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