As a Salesforce Partner, we frequently get asked about Salesforce List Views. With Salesforce list views you can filter on any field you have access to – on the object you are creating the view for – and you can choose up to 15 fields to display as columns. You can pick the order that [...]
Posts Categorized: Enterprise IT
Salesforce Dynamic Reports and Dashboards To Better Support Salesforce Users
We all like company reports and dashboards that show us how everyone is doing. But clicking into them and changing the criteria to just see your own (or your team’s) data can be cumbersome. The reverse is also true: who wants to create or wade through a bunch of reports just because you are a [...]
Quickly Adding Multiple Attachments to Salesforce
If you have been using Salesforce for any length of time, you have probably wanted to attach multiple files to records, like screen shots to cases or sales orders to opportunities. The standard process for this is: Scrolling to the Notes & Attachments related list Clicking the “Attach File” button Browsing for the file Clicking [...]
Optimize Salesforce With Picklist Values
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.
Our 2011 Posts on Preventing Salesforce Duplicates to Make Your 2012 Free of Duplicate Records
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 [...]
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 [...]