Salesforce duplicates (duplicate records in your Salesforce CRM system) are one of the primary issues that result in Salesforce users being unable to generate accurate reports and dashboards. Even worse, duplicate records can result in killing user adoption of Salesforce to the point where sales people avoid [...]
Posts Categorized: Enterprise IT
Check Out Salesforce Chatter Plus
We previously posted a blog on the Salesforce Chatter Free license and now we would like to tell you about the Salesforce Chatter Plus license. For $15.00 per user per month, your employees that are not using Salesforce can have access to the following Salesforce features: Read only access to Salesforce Accounts and Contacts Edit [...]
Adding Salesforce Chatter Photos to Your Salesforce Chatter Desktop
Salesforce has the ability to show Salesforce Chatter photos on certain dashboard components as well as the name of the user or group but there are some things that you need to know before you can make them visible. First off, Salesforce Chatter photos are only available for Table or Horizontal Bar chart dashboard components. [...]
Splitting Salesforce Opportunity Amounts Among Multiple Sales Reps
As of Saleforce Winter ’11, Salesforce does not have a way to allow users to share the Opportunity Amount. So, if you have multiple people working on a Salesforce Opportunity and you need to split the amount with those different users, and possibly compare those split amounts against the user’s quotas, you will need to [...]
Salesforce Campaigns, 5 Steps to Success
One of the issues that we see companies struggle with the most is Salesforce campaigns. A company will spend a lot of time and money on its marketing campaigns and then not have a good way to track and report on which marketing campaign is performing the best! These could be trade shows, marketing campaigns [...]
Salesforce Chatter Implementation Check List
Here’s a list of some of the key things we recommend be added to your check list while planning a Salesforce Chatter Implementation. Some of these we’ve borrowed from Salesforce and some are added based on our experiences. Have a communications plan to inform your Salesforce Chatter stakeholder. Remember that there are typically three groups [...]
Salesforce for iPhone – Staying Connected to Salesforce On-the-Go
With Salesforce for iPhone there’s an App for that! With the recent introduction of the new Apple iPhone 4S last week, we at StarrForce thought we would remind you of the free mobile apps that are available for smartphones that can make your mobile Salesforce experience more productive. With Salesforce for iPhone apps you can: [...]
Thank You Steve Jobs
Thank you Steve, for changing the world not once, but four times with the Mac, iPod, iPhone, and iPad. Thank you for showing us that in a world of mediocrity there is room to be successful creating great art. Thank you for being intensely genuine no matter the consequences. Now that you are gone I [...]
Salesforce Global Search Tips – Part 3, Our Salesforce Best Practice of the Week
Last week, the StarrForce Tips Blog covered changing Salesforce Global Search options and search terms: Salesforce Global Search Tips – Part 2, Our Salesforce Best Practice of the Week. This week, we cover Global Search wildcards and operators, wildcard behaviors and limitations. Salesforce Wildcards and Operators You can use the * (asterisk) and ? (question mark) [...]
Salesforce for Professional Service Firms
Salesforce is a perfect solution for professional service firms because its two core features are all about what all firms focus on: All professional service firms do two things: 1) They market and sell to bring in new clients. 2) They service their clients and depend on their existing clients to be a source of [...]