Views are available on all tabs (e.g. Leads, Accounts, Contacts, Opportunities, Cases, etc) and are a great usability feature. They allow a user to apply a filter on that Tab to see a subset of records. For example, you can create a View to see: All “Open” Leads, created in the last 90 days, that…
I was meeting with a potential new client in Dallas last week scoping a new project when the conversation took an interesting turn. They started talking about how their parent company was also interested in Salesforce.com and might be a good future client for us as well. At that point I stopped them and asked…
First off, what is a “round robin”? Simply put, it’s a rotation through a group. In the context of Salesforce.com, the term round robin frequently comes into play when assigning Lead or Case records to users. For example, you might have five sales reps working new Leads and, as an administrator, you want to divvy…
“What should we pay our Salesforce System Administrator?” “Where should the headcount reside in our company?” “What should we be looking for in a Salesforce Admin?” They’re questions that come up frequently with my clients as well as in the Salesforce community. It’s a hard thing to nail down and there are a lot of…
When you look at the comparison chart for the different editions available for the Sales Cloud, you see an interesting set of features called “Enterprise Analytics” which lists the following: Enterprise Reporting What-if Modeling Advanced Filters What the heck does that mean? This all goes back to the Spring ’12 release of Salesforce which included a…
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…
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…
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…