One of our most popular subjects covered in our blog in 2011 was how to best integrate Salesforce with Microsoft Outlook.
With 2011 drawing to a close it seemed appropriate to capture all of these posts in one location to help make sure you are successful with your Salesforce Outlook integrations in 2012.
Here they are, along with a brief synopsis of each:
- How to use it
- Best practices
- Technical requirements
Everyone knows that you create a new lead under the lead object.
However, if you want to make sure you do not create a new Salesforce duplicate record, you can also use the lead object to create a new contact.
Using the “Find Duplicates” feature when creating a new lead you may find the new contact already in your Salesforce database. Then you can convert the lead and merge it with the existing contact with updated information or delete the lead if the information is the same. (more…)
As you use Salesforce, you will eventually have Salesforce contacts that leave an account. Maybe they resigned, retired, or got hired at another company. What happens if they are now with another account in your Salesforce database? How do you track them? What do you do?
Salesforce does not have a built-in process for this so you have to come up with your own way to track when a Salesforce contact leaves an account.
In the paragraphs below, we will share some of the most common ways of dealing with contacts that have left an account in Salesforce and the consequences of each. There is no single Salesforce best practice for this issue so you should always select a solution that meets your business needs.
Use a Checkbox
This is our personal favorite. Create a Salesforce checkbox called “No Longer With Company” and place it on the contact page right under the Name. Your users can easily see it, you can add it to report or list view criteria, and it is easy to spot in related lists or list views when added as a column. (more…)
In this blog post, we’ll educate you on what Salesforce Leads are and how and when to use them.
We previously showed you how to Import Trade Show Leads into Salesforce Without Creating Duplicate Records.
Why start with Salesforce Leads? What is a Salesforce Lead? How are Salesforce Leads different from Accounts and Contacts in Salesforce?
We get these questions quite often so I thought I should clear up the mystery about the Salesforce Lead object.
Salesforce Account records hold the data for the different companies you work with or sell to. Salesforce Contact records hold the data for the people that work at those Accounts (these can be combined into Person Accounts if you are using a Business to Consumer model). Salesforce Opportunities hold the data on individual sales you have closed or are working on closing.
With Salesforce Accounts, Contacts, and Opportunities, you have a 360 degree view of your customers. Salesforce Leads are the start of that picture. The single Lead page allows you to store minimal Account and Contact information in one place, reducing the time spent creating records.
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:
Why are we talking about Salesforce Calendar Sharing? As a Salesforce user, you have most likely had to ask a co-worker what their availability is on a given day. When trying to set up a meeting or event with multiple co-workers, you can spend half a day just coordinating the date and time. For an office administrator in a large company, this can become a full time job!
Salesforce has thought of this and with Salesforce Calendar Sharing and the Salesforce Multi-user Calendar view, internal scheduling could not be easier. In the paragraphs and pictures below, we will show you how to grant expanded access to others in your company and how to use Salesforce to view another user’s calendar.
In last weeks blog, we covered getting your Salesforce email templates ready, preparing your Salesforce contacts, and how many Salesforce mass emails you are allowed to send at one time.
In part 2, we’ll cover reviewing, confirming, and sending your Salesforce mass emails.
After selecting the template, you come to the “Review and Confirm” screen as in the picture below: (more…)
Have you ever needed to send an email to a targeted list of contacts or leads in Salesforce, but are not using an email marketing client and do not want to send them one at a time?
Maybe you want to send a birthday email once a month or email the people at your top accounts. With the Salesforce Mass Email functionality, these scenarios and others are a piece of cake!
In part 1, we’ll cover getting your Salesforce email template ready, preparing your contacts, and how many mass emails you are allowed to send at one time.
Before setting up an Salesforce email templates for Salesforce Mass Email, you will want to have an Email Template created in Salesforce to use. Please see our blog, “Salesforce Email Templates, A Great Time Saver” for tips on creating these. Be sure to populate the Email Template’s “Description” field as this will be used later to track what was sent. (more…)
We’re very excited to be partnering with RingLead to offer their clients Salesforce duplicate record removal as a service.
As part of this service we will use RingLead’s Declone Data Cleansing tool to remove duplicate Salesforce records for you.
We offer this service because many RingLead clients do not have the resources to configure and run Data Declone Data Cleaning themselves. And because we do it all the time, for many different companies, we do can do it faster and more efficiently than someone who is new to the product.
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. The reports must be grouped by Owner (or a user lookup field) or by Chatter Group Name and the chart grouping must be set to “none” in the dashboard component.
Also, if you have more than 20 lines in a table or bars in a chart (like users logging in) with photos, then the photos will not be shown. Below are some pictures demonstrating the different dashboard components and the editing options.
