There are a handful of fields that I want in the same place at the top of every record for consistency. I’ll call this the record “header.” In the Left column I prefer: Record Owner Link to Parent (e.g. Account “Parent Account” or Contact “Reports To”) Record Name Picklists that help categorize the record (e.g….
In our previous post we discussed why Usability is important. In this installment let’s get started configuring Salesforce with Usability in mind. First stop – the Home Tab! Salesforce out-of-the-box likes to put a lot of noise on the Home Tab. Again, my preference but I like to turn a couple of things off. Remove the Dashboard…
I can tell in a manner of minutes looking at someone’s Salesforce org and talking to Users if a prior implementation partner or Administrator spent any time optimizing Salesforce to be easy to use. Here are some symptoms of a Salesforce org that has not been optimized for usability: Users complain of not being able…
Continuing on with our tutorial, let’s look at WHAT Salesforce can do when workflow triggers. Or, go back an review setting Workflow Evaluation and Rule Criteria. WHAT action needs to happen? On the next screen you determine what action needs to occur when the rule fires / triggers. You can have a single actions (e.g….
Next let’s look how to delay our workflow actions. Or, go back and review our post on configuring Workflow Actions. All the Actions above can fire instantly, or you can have them wait for a period of time before they fire. To setup a delay in the workflow action, click the “Add Time Trigger” button. The…
This is a Step-by-Step Tutorial on how to configure Salesforce workflow. To learn more about what workflow can do, see this Overview of Salesforce Workflow. To help explain what workflow does, I’m going to use the “When, Why, What” approach. To get started, you’ll need to go to Setup > App Setup > Create >…
What is workflow automation and what can it do for me? Workflow is one of the most powerful native tools available in Salesforce. The feature is available in Enterprise and Unlimited Edition, and for many, it is the sole reason to upgrade from Professional. So what exactly is Workflow? Workflow is business logic that evaluates…
A concern I hear when moving into the cloud is “what if I want to make a change later to another CRM, how do I get my data easily out of Salesforce?” Or, “our IT department has a policy that they retain a local backup of all our business systems.” The good news is that…
Now that Platform licenses are available, I suspect that a lot of companies will “flip” Users from a full Enterprise license down to the Platform license – it just makes economic sense when you can do it. Be aware that when switching a User from a full Enterprise Edition (EE) License (Enterprise Sales Cloud or…
Ok, you don’t really “hijack” or “hack” into anything in Salesforce.com, but this is how you can take over a User account of someone that has left the company and their account is inactive. The below assumes that you have an extra license, or at least one you can borrow for a moment. So how…