I’ve been consulting on Salesforce.com since 2005 and absolutely have loved the evolution of the platform. Being critical of Salesforce is comparable to someone sitting in a quarter million Ferrari and saying “a yellow tachometer – what were the folks in Maranello thinking!?” I consider myself a die-hard Salesforce evangelist. It’s why I got certified,…
NOTE: Update at the bottom of this post on functionality post Summer 15 Release Prior to the Summer 12 release of Salesforce.com, when a System Administrator needed to troubleshoot a user problem, the Admin could have the user grant the Administrator access to their account without providing their login credentials (username and password). This was…
Where do Salesforce features go when they are retired? A server off in the corner of some data center? An isolated island in the cloud for misfit Salesforce features? Ok, I’m coming off the holidays and grasping for a good analogy. I almost called this blog post “Salesforce Features That Time Forgot” (as in going…
NOTE: This post has been updated due to the release of Lightning Professional Edition and Lightning Enterprise Edition announced in February 2016 Want to learn more on this topic? Download our free eBook – Salesforce Simplified – Which Edition Is Right For Me As a group of Salesforce consultants we’re in and out of Professional Edition…
There is a sign at my hairstylist that says: “We fix $6 haircuts.” Sometimes I feel the same way when I get a call that goes something like this: “We tried setting up Salesforce ourselves a while back, and well, it didn’t go anywhere.” It’s uncanny that I usually get these calls right after the…
Strong user adoption has to be one of the key focus items when implementing Salesforce.com. If you fail in this area, the chances of having a successful implementation are slim to none – it’s that important. When launching your CRM be sure to get your organization off to the right foot with these tips on…
We work with a lot of small businesses here in the Dallas area that have chosen Salesforce to help them manage some key part of their business. For many, moving into Saleforce.com is their first endeavor into a CRM and a trap that I see often is the client trying to do too much on…
One of those “aha” moments for a Salesforce Administrator is when they discover you can build a report with a rolling date range. For example “All completed Activities in the last 365 days”, “All Opportunities closing in the next 90 days”, “Number of Accounts created last month”, Contacts with no activity in the last 60…
We’ve covered a lot of ground up to this point about the native email functions in Salesforce.com. To recap, we’ve blogged about how to make an email letterhead that includes your branding, how to create HTML email templates with merge fields that leverages a letterhead, how to code up a full HTML email in Salesforce (that does not…
HTML email templates are a great way to control your branding and make your Salesforce Users more efficient by providing pre-scripted communications for items such as invitations, newsletters, proposals, and introductions. Plus they have the added benefit of letting your users see if their email was received and opened. We created a branded Letterhead in…