Salesforce Support
When you log into Salesforce, you most likely land on your Salesforce Homepage. The Salesforce Homepage can be a wealth of information when set up properly. If your administrator has enabled the Salesforce Dashboard section, you can use the “Customize Page” (highlighted in yellow in the picture below) link to select which dashboard to display. […]
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As a sales manager, you most likely have a lot on your plate and spend a considerable amount of time tracking down the answers to questions such as: “What opportunities are stuck and need help?” “How active are my sales reps?” “What is the conversion percentage of our leads?” “What is my opportunity win/loss ratio?” […]
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Using best practices when organizing Salesforce page layouts will make it easier for your users to find the information they need and will increase user adoption. These are some simple things that you can do that might solve a nagging Salesforce page layout problem and can make a big difference to your users: Organize Your […]
Read MoreYou may be using Salesforce campaigns. But are you using them correctly so that you understand the performance of each of your campaigns? How do you know which Salesforce campaigns to invest your time and money into and which ones to stop? The majority of companies using Salesforce campaigns are not making effective use of […]
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As Salesforce sales users, you are (or should be) using the Opportunity object to track your sales cycles but as a successful sales manager using Salesforce, do you know what is driving those sales cycles? Do I know what your win to loss ratio is? Do I know why you win one some opportunities and […]
Read Morehttp://youtu.be/9B9_P8mgyxA With this video, you will learn how to edit or remove Salesforce picklist values. The video also reviews common mistakes people make when trying to edit picklist values. Once you know how to edit Salesforce picklist values, you will have more control of the data selection criteria you are using.
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If you have trouble finding a Salesforce record, your database becomes more of an obstruction than a helpful tool. It feels like you have reverted back to the dark ages of sticky notes and spreadsheets. Your database should be helping you, and Salesforce is no exception. Salesforce makes it quite easy to find what you […]
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Whether you use Group edition or Unlimited edition of Salesforce, you should know how to optimize Salesforce formula fields. You can utilize formula fields to improve efficiency and accuracy. Workflow rules are only available in Enterprise edition and above but Salesforce formula fields are available in all editions and can be used for more than […]
Read MoreWe’re excited to be working with the non-profit organization CollegeSpring to help them better manage their business using Salesforce, and to help them support Salesforce. CollegeSpring helps low-income high school students boost their SAT scores, tackle the college admissions process, and confidently pursue college degrees. CollegeSpring will be on television so you can find out […]
Read MoreSalesforce lead marketing optimization is pretty straightforward since all of the criteria, like Title, Industry, or City/State are all on one page. This allows for easy filtering when adding them to a Salesforce campaign. You can even filter on custom picklists or other fields. But what about marketing to existing Salesforce accounts and contacts? How […]
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Nobody likes to be told that they have to use something and Salesforce is no exception. Personally, when I am told I have to use something, my first thought is that it is going to hinder my performance. On the other hand, when I see how something (like Salesforce) can help me to do my […]
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Many companies want to make minor development additions, including APEX development or Visualforce development, to their Salesforce or Force.com instance without a formal consulting arrangement. They may already have a Salesforce instance up and running that is working well, and only want to add a minor enhancement to it. This enhancement or addition could be […]
Read MoreIn part 3, we covered creating Salesforce Custom Links, naming your links, and directing your links to the information you want to see. Part 4 will conclude the series by covering the steps to check and test your Salesforce Custom Links. Checking your Salesforce Custom Links: You can check the syntax if you like but […]
Read MoreIn part 2, we covered adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Part 3 will cover creating Salesforce Custom Links, naming your link, and directing your Salesforce Custom Links to the information you want to see. Creating Salesforce Custom Links: Now we can create our […]
Read MoreWe recently blogged about Apple iCloud causing problems for Salesforce Sync tools. This post resulted in a response from CompanionLink telling us about their product which addresses many of issues we mentioned in the post. We’ve since talked with the folks over at CompanionLink and found them to be great. Here’s a post they offered […]
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If you have used any business management software, CRM software, or contact management programs, you understand that duplicate records are a way of life. Although it is a best practice to search before creating a record, duplicates still happen. Salesforce understands this and has tools built in to help you merge duplicate leads, accounts, and […]
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