In this second installment of our two-part series on Campaigns, Shell tackles the subject of Campaign Members – the method in which we tie Campaigns to people (Leads and Contacts) in Salesforce. He walks through how to setup Member Status to track response rates and then highlights the multiple methods you can use to associate…
In this first installment of our two-part segment on Campaigns, Shell provides examples of marketing initiatives that could be represented as Campaign records in Salesforce. He explains how Campaigns are like any other tab or standard object (in that you can have custom fields, multiple page layouts, record types, validation rules, and workflow), but they…
In this episode of the ShellBlack Whiteboard, Shell introduces the topic of Workflow Actions. In this second installment of our two-part segment on Workflow, Shell explains the four different actions that can result when a Workflow rule fires. You can: Update a field Send an email Assign a task to a Salesforce User Send an…
In this episode of the ShellBlack Whiteboard, Shell introduces the topic of Workflow Rules. In this first installment of a two-part segment, Shell explains how Workflow can help accelerate your business processes by automating activities like creating tasks, sending emails and updating a record. He also covers what Workflow cannot do – trigger off information…
In this episode of the ShellBlack Whiteboard, Shell looks at the options available to send mass email to your Leads and Contacts. First he covers what you can do natively (for free) using the mass email wizard in Salesforce – the volumes limitations, reporting available, and how to handle opt outs to be CAN SPAM compliant….
In this episode of ShellBlack Whiteboard, Shell walks you through how Validation Rules in Salesforce can help you enforce data quality to ensure users cannot enter conflicting information, save a record that is missing key fields, or enter data that is not in a standardized format (to help downstream with reporting). Shell takes you through…
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…