The scenario described in our previous blog post on analyzing data during a migration tells a very realistic story of a user just trying to get her job done while challenged with capturing required information for management. There was no malice or ill-conceived attempt to sabotage the company’s data, but nevertheless the data that resulted from…
Data migrations are a necessary part of transitioning from your current system to the Salesforce platform. Because of this, there is a strong case to be made for tools that can easily move data from your current system to Salesforce with a simple click of a button. However, this dream of a single click migration…
Not everyone is cut out to be a consultant. In fact, to be blunt, few posses the right blend of knowledge and skills to excel at the profession. People and companies hire consultants to develop and deliver better solutions more efficiently than they could on their own. Clients buy consulting expertise to help ensure a…
In this blog post I’m going to take a look at Salesforce Insurance Edition – an overlay or set of pre-packaged customizations for the insurance industry. Earlier I looked at Salesforce for Wealth Management, and in comparison this is much less complicated solution. Essentially the Salesforce Insurance Edition is an overlay comprised of two custom…
In this episode of the ShellBlack Whiteboard, Shell illustrates how to setup security by taking us through a set of security requirements for a fictitious company. Shell uses different use cases to illustrate how you can leverage the Role Hierarchy and Sharing Rules to grant record access in Salesforce.com. Shell touches base on sharing rules…
In this episode of the ShellBlack Whiteboard, Shell introduces the major areas in “setup” that impact record access – Record Ownership, the Role Hierarchy, Organizational Wide Defaults (OWDs), and Sharing Rules. Shell highlights how the Role Hierarchy differs from your organizational chart and how it allows managers to see records for owned by their subordinates….
In this episode of the ShellBlack Whiteboard, Shell gives some best practices and considerations when setting up Lead or Case Assignment rules in Salesforce.com. Shell touches base on Queues, Round Robin rules, and emphasizes howthe order of your rule entries determines how records are assigned in the database. Additionally, Shell discusses how Lead Assignment Rules…
In this episode of the ShellBlack Whiteboard, Shell introduces the concept of the Lead Status field, Lead Qualification and Conversion. Shell discusses the necessity of determining “fit” for your products or services and whether a Lead is “Qualified” or “Not Qualified.” Additionally Shell discusses the timing of converting a Lead record (early vs late). Shell…
In this episode of the ShellBlack Whiteboard, Shell introduces the concept of Leads, Accounts and Contacts and how they differ in Salesforce data model. Shell discusses the best practice for dealing with companies with multiple locations and the importance of nesting Contacts under the Accounts. Additionally Shell touches on how to use the Account Site…
As I’m typing away on a plane heading home to Dallas, I wanted to take a moment and reflect on our day of “Salesforce Goodness” – the first MVP Summit. A few of my co-MVPs are already putting out some great recaps, so I’ll to take a bit of a different angle. Arrival started with…