In this ShellBlack Whiteboard episode we dive into Opportunity Products and Pricebooks. Shell starts by defining what can be a product (a physical item or a service) and that when Products are added to an Opportunity they start calculating and driving the Opportunity Amount field. He then goes over the standard fields on Products and…
In this final segment on Salesforce Opportunities, Shell dives into two related lists: Stage History and Contact Roles. He goes over what is tracked in Stage History (Stage, Amount, Probability, and Close Date), and how you can use this information to see how an Opportunity has been progressing through the sales process (or not!). He…
In this installment on our series on Salesforce Opportunities, Shell dives into Opportunity reporting – a common task for Salesforce Administrators and folks in Sales Operations. First he looks at some of the unique fields that we have available with Opportunity Reporting such as Stage Duration and Age. Then Shell gives some tips about how…
In this second installment on our series on Salesforce Opportunities, Shell discusses how to create a Sales Process. Using an example Sales Process, Shell discusses the required fields Stage, Probability and Forecast Category and provides some best practices on defining your Opportunity Stages. He then goes into what is considered an “Open” or “Closed” Opportunity…
In this first installment on our series on Salesforce Opportunities, Shell dives in and explains what is an Opportunity, how they are used and where they fit in the database. He goes over the key fields on Opportunities such as Amount, Close Date, Stage, Probability, plus others. Shell then covers the importance of having a…
And I’m spent. Some things never change. I’m on a plane heading back to Dallas, and at the expense of my neglected inbox, I can’t help but blog about the amazing two days I just spent attending the 2014 MVP Summit in San Francisco. For the most part, what happens at the MVP Summit stays…
This “Zone Approach” to page layout design that I’m outlining below is really to accomplish one thing – consistency. The more consistent you are as a System Administrator with field placement decisions, the easier you’re making it for your users to navigate and do their job. Think for a minute about a website you’ve visited…
Have you ever heard the expression “Is it bigger than a breadbox?” (BTW – who has a “breadbox” these days?). Or perhaps “animal, vegetable or mineral?” If not, you might be too young to be familiar with a game called “20 Questions.” I touched briefly on this topic when interviewed on the Button Click Admin…
When I was interviewed a few weeks back for the Button Click Admin Podcast, hosts Mike Gerholdt and Jared Miller asked what was harder to learn – Salesforce or consulting? I answered that I thought Salesforce was easier to learn than consulting, and that might surprise a few of you. I think it even surprised…
Visual Workflow (Flow Designer) has been a curious feature of Salesforce that I’ve never had a good opportunity to dive into. I’ve created hundreds of Workflows, Validation Rules and probably over a thousand reports in the last 10 years, but until last weekend I could count on one hand the number of times I’ve actually…