Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 3

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In part 2, we covered adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links.

Salesforce custom links, salesforce custom reports, StarrForcePart 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 Salesforce Custom Link. Navigate to Setup | App Setup | Customize | Accounts | Buttons and Links. In the “Custom Buttons and Links” section, click the “New” button and immediately paste your report ID into the “Editor” field (the large box above the “Check Syntax” button) so you do not accidentally copy over it.

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A Solution for Salesforce/iCloud Users: CompanionLink

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We 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 to write for StarrForce:

CompanionLink’s core business is sync, and we support almost any smartphone or tablet with the most popular small-to-medium business CRM solutions in the market. So when iCloud arrived last year, our ears perked. (more…)

Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 2

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In part 1, we covered deciding what kind of Salesforce Custom Report you need to run and what information should be included.

Salesforce Custom Reports, Salesforce Custom Links, StarrForcePart 2 will cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links.

Adding filters to your Salesforce Custom Report:

Once you have the Salesforce Custom Report looking the way you like it, but before saving it, open a new tab in your browser and navigate to an Account that has Opportunities with Contact Roles. When viewing the Account, copy the Salesforce ID from the URL (the URL will look like this without the quotes: “https://na10.salesforce.com/001F000000fAJl1”. The Salesforce ID is the string of text after the slash / like this: “001F000000fAJl1”).

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Salesforce Recycle Bin Changes in Salesforce Winter ’12

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Salesforce Winter ’12 Release has some changes to the Salesforce Recycle Bin that you should be aware of. But before we discuss these lets briefly review how Recycle Bin works.

Salesforce Recycle Bin, Salesforce Winter '12 Release, StarrForceThe Salesforce Recycle Bin link lives at the bottom of your Sidebar and allows you to retrieve records that you deleted in Salesforce. The link brings you to the Salesforce Recycle Bin page. By default, the page is sorted with the last deleted record on the top but you can change the sort order by clicking on the different column headers.

Administrators and users with the “Modify All Data” permission can use the “All Recycle Bin” view to see all deleted records. Admin users start with the “My Recycle Bin” view and non-admin users will only have this view. (more…)

Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 1

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Have you ever wanted to run a Salesforce Custom Report directly from a record? Maybe you would like a mailing address report for all of the Salesforce Contacts associated to the Salesforce Account you are viewing. Or how about all Salesforce Opportunities with Contact Roles associated to the Salesforce Account you are viewing? Or possibly all of the cases associated to the Salesforce Contact or Account you are viewing?

Salesforce custom links, salesforce custom reports, StarrForceBy combining your custom reports with Custom Links that you create, all users can run the reports above and more. No more having to run a report and then customizing it for each record that you want the information on. With a few steps by a Salesforce administrator, those reports can be just one click away, since the user is already viewing the record.

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The #1 Sales Mistake: Turning Your Sales Stars Into Data Clerks

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The following is a guest post from our friends at Prialto:

Over the past ten years, I have rolled out CRM systems at four different companies and have personally witnessed the power of CRM to:

  • Improve management of customer and prospect relationships
  • Provide better sales visibility
  • Improve communication across a sales team

However, I also know full-well the statistics on CRM.  Gartner estimates that over 60% of CRM implementations fail after the go-live date.    I recently spent an evening talking about sales productivity with a leading sales rep for a Bain Capital portfolio company.  What I heard shouldn’t surprise anybody but hopefully it is a wakeup call. (more…)

Sync Salesforce and Microsoft Outlook with LinkPoint Connect

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It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite some time.

For those of you that live in Outlook, LinkPoint Connect is a must have. Not only does it replace the Connect for Microsoft Outlook and Salesforce for Outlook synchronization tools from Salesforce; it exceeds its functionality. (more…)

Apple’s iCloud Causes Problems With Salesforce Sync Tools

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For all Salesforce for Outlook and Salesforce Connect for Outlook users, and anyone planning on using Apple’s iCloud service to sync their Outlook contacts, we’d like to warn you of a serious problem experienced by one of our seasoned Salesforce support specialists.

Salesforce for Outlook, StarrForceHere’s his story:

I just installed Apple’s iCloud control panel onto my Windows 7 computer with Microsoft Outlook 2010 and came across some issues that I thought you should be aware of. I thought this would be a simple synchronizing tool like Salesforce for Outlook, or even the sync options in iTunes for my iPhone but I wrong!

I installed it the other day and when I opened Outlook 2010 this morning, my Google Calendar Sync tool popped up and said that over 300 events had been removed from my Outlook Calendar and did I want to delete them from my Google calendar. (more…)

Our 2011 Posts on Preventing Salesforce Duplicates to Make Your 2012 Free of Duplicate Records

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Salesforce Duplicates, StarrForce, Salesforce duplicate search

 

 

 

 

 

 

 

 

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 using Salesforce. Who could blame them? If there are multiple records with largely the same information how does one know which one to use?

Preventing and eliminating Salesforce duplicates is one of the primary topics we’ve focused on over the past year. With this in mind, as 2011 draws to a close, we thought it might be helpful to list all of the posts from 2011 relating to Salesforce duplicate records, along with a brief summary of what each post is about.

Wishing you and yours a successful 2012 free of duplicate records in Salesforce.

Best Practice of the Week: Starting a Contact Out as a Lead to Avoid Creating Salesforce Duplicates
Use this short workflow process to help prevent the creation of new Salesforce duplicate records. (more…)