Salesforce Support
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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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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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 […]
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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 […]
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Salesforce 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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The Salesforce Summer ’14 release is just around the corner and with it come tons of new features for Salesforce1, Sales Cloud, Service Cloud, and Communities. We have highlighted a few of the new features below that we believe will enhance your Salesforce experience. Salesforce1 Mobile App: One of the biggest fundamental changes in the […]
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Your Salesforce Dashboard serves multiple purposes as a center of operation, a visual representation of your reports, an organizational tool, a communication channel, and a lead generation tool. It might seem far fetched for a simple dashboard to have so many benefits, but we could easily think of even more advantages than these. Basically put, […]
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Knowing which Salesforce license type or the support your company needs it not always a clear-cut decision. Salesforce offers many products, including Sales Cloud, Service Cloud, Force.com, Communities, and more, all of which can be useful in different areas of your business. Salesforce is continually updating their services to make them better, but it can […]
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No matter what kind of business you operate, you are going to make mistakes just like everyone else, but certain mistakes can be catastrophic, especially if you continue to repeat them. Sometimes the worst kinds of mistakes involve your customers. Whether it’s losing a client or not closing a deal that you should have, repeating […]
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Salesforce Reports are great for understanding the data you have in Salesforce and they give you the ability to analyze and evaluate your work. However, there are so many possible data points to report on that it can be challenging to know where to begin. In order to help you get started, we have put […]
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When you need to access Salesforce with a tool like the Data Loader or Excel Connector from a new location like a hotel room, client’s office, or coffee shop, you will get an error logging in with the tool. You can add your Security Token to your password if you remember where it is, you […]
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