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…
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…
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…
Why Sync Salesforce with QuickBooks Everyone’s needs are different, but most companies are out to accomplish two things by syncing Salesforce with QuickBooks (1) automatically create Invoices in QuickBooks from “won” Salesforce Opportunities to reduce data entry and speed up cash flow, and (2) provide users in Salesforce visibility to QuickBooks accounts receivable information for…
Inevitably as we consult with our clients we find ourselves facilitating discussions around business processes. There are a quite a few places in Salesforce that support business processes, namely: Lead Status field (Lead Qualification Process) Opportunity Stage field (Opportunity Sales Process) Case Status field (Support Process) Contract Status field (Contract Process) Etc. As you have…
What are Tags? Tags are words you can associate to records in Salesforce to facilitate search and categorization. Some people think of them as ticklers or “keywords” (a common feature in many SQL based CRMs). They allow Users to find records not by a particular field, but by a word or group of words. Tags…
There is always a client that pushes you to find solutions to problems you didn’t know existed. In this particular instance I had a customer that didn’t like the fact that Email Templates sent from Salesforce came across in email clients as fairly “skinny.” The body of the email was 550 pixels wide. With a…
As we’ve covered in a previous blog post, the native mass transfer wizards for reassigning records to different users have their limitations. Changing record ownership is probably one of the more straightforward and simple tasks an Administrator can do using the Data Loader. Let’s take a look. Let’s assume you have a couple thousand Leads…
Inevitably as a Salesforce Administrator, you’ll be faced with the task of reassigning ownership of records in Salesforce. Typical use cases that force this to happen are: Turnover (or hopefully growth!) at your company Territory realignment or new markets added An acquisition or reorganization Further segmentation or consolidation of duties People get promoted to new…
As I’ve blogged before in my series about configuring Salesforce for usability, Image Formula Fields can be just the thing to make something pop on a page layout and let a user know at a glance if everything is looking good or if there is work to be done. Some of the images I use often…