Salesforce Support
With the Salesforce Summer ’23 update, they introduced four additional features to the Salesforce Chrome extension. These new additions empower you to maximize your productivity without leaving your browser. Here’s what’s in store! To-Do List: Stay Organized and Efficient The To-Do List feature allows you to view, filter, sort, search, and complete your pending Tasks […]
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You need to ensure your company operations are running smoothly while keeping costs down. However, you also know there is no such thing as enough time, and do your best to ensure your team members are busy fulfilling their roles, using time productively, and increasing company profits. If you’re handling Salesforce internally, this might not […]
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Did You Hear About The Planned Salesforce API Retirement in May 2023? Salesforce had planned to retire API Versions 21.0 through 30.0 in May 2023, fortunately for a lot of companies, Salesforce made the decision to push out this update until Summer ’25. Why is Salesforce making this change? Salesforce is constantly updating and expanding […]
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Having easy access to relevant data is one of the main pillars of Salesforce’s functionality as a platform. It gives you the tools you need to see the full picture at all times plus the customization options to make this possible with a simple click, not code solutions. One of the main ways Salesforce keeps […]
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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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There are many rules that Salesforce has in place out of the box to help with data capture and the platform function at a baseline. Certain required fields and object relationships are standard and can’t be undone, but there are many other rules that can be created and specifically catered to each individual Salesforce instance. […]
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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 […]
Read MoreUpdated 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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Updated on July 30, 2019 Here at StarrData, we’ve helped many customers with their data management, export, transformation, and import needs. We’d like to share some tips with you on how you can be successful while using the Salesforce Data Loader tool. We know the Data Loader process isn’t always the most straightforward, but these […]
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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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If you have been using Salesforce for a while, you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges to […]
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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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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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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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It is no secret that it is difficult to recruit and retain IT talent. Millennial disloyalty, boredom, stressful workplaces, and the ubiquitous advice that job-switching leads to higher salaries are some of the many reasons employee tenure is reaching all-time lows across multiple industries. Low employee retention in the enterprise always means expense and disruption. […]
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Knowing where others in your shoes have most commonly made mistakes can create a much more time and cost efficient experience for you and your team. Read from Salesforce experts what their biggest mistakes during an integration were. Regardless of the size of a business, one of the most crucial elements of a successful business […]
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Salesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By optimizing Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrData has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed ways to help Salesforce […]
Read MoreSalesforce is a great tool for your business that has the ability to help you increase sales and productivity among your sales team. However, to fully take advantage of Salesforce, you need a Salesforce administrator who can help you use all of the features of Salesforce administration. In addition, the Administrator should be able to […]
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Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 can give sales people the ability to close that one opportunity that would help them make their quota, give marketing the ability to check on a campaign ROI during a meeting, or even help a […]
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Here at StarrData, we have helped many customers with their data importing and manipulation needs and we would like to share some tips with you on using the Salesforce Data Loader. These tips come from our experience working with this tool and we hope they help you as much as they have helped us over […]
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The best sales team can sell any product, whether it is a market leader or an up-and-coming product. To do this, however, they need sales skills, tools to increase productivity, and a knowledge of the product. No doubt your company already has a training program in place to teach recruits how to become an effective […]
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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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Does it take you a while to find what you’re looking for in Salesforce? Or do you have too much information cluttering up your pages? Customizing your Salesforce interface can solve these problems and make it easier for you to navigate. By spending the time to customize your Salesforce interface, you can organize it to […]
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