Customer Relationship Management (CRM) comprises of three words “ Customer, Relationship, and Management. Most CRMs have a transactional view of the customer “They are built on the premise that customer relationship is nothing but the transactions. While this view may be good for capturing and analyzing the data “ it does not helps in nurturing the relationship the most important leg CRM. [Read more…]
posted on August 10, 2013 by
Salesforce.com Tip of the Day – Starting with Activity and Task Management
Today’s Salesforce.com Tip of the Day is – How to utilize the Salesforce Activity and Task Management features. We will be coverings the basics in the post – leaving the advanced tips for the future posts.
If you use Salesforce Activity and Task Management tools it will help you and your sales team organize and manage your day in an effective manner. Here is what you can do using Salesforce Activity and Task Management
posted on August 9, 2013 by
Salesforce.com Tip of the Day – Working with List views
List views give you access to specific sets of data based on a criteria. You have many standard views (created by Salesforce or your administrator) available in Salesforce. In addition to this you can also easily create custom views for the items most relevant to you.
Some of the common views are
- All Accounts
- My Accounts
- My Contacts
- New Leads this week
- Birthdays this week
posted on August 7, 2013 by
Salesforce.com Tip of the Day – Advanced Search – Using Wildcards and Boolean
Our Salesforce.com Tip of the Day is on Advanced Search – Using Wildcards and Boolean when using Global Search. We have already covered basics of Search in Salesforce.com in a previous Salesforce.com tip posted earlier:
How to use Global Search in Salesforce.com
In this article we will explore the advanced search.
posted on August 6, 2013 by
Salesforce.com Tip of the Day – Adding new records in Salesforce
Our Today’s Salesforce.com Tip of the Day is “Adding new records in Salesforce”. We will explain about different ways to create new records in Salesforce.com CRM and recommend which is the most effective way to enter new records. We will also discuss what are the drawbacks of using Quick Create.
posted on August 5, 2013 by
Salesforce Tip of the Day – Using Global Search
Our Salesforce Tip of the Day today is Using Global Search. Â Use the Salesforce search feature to quickly locate and find information you need in CRM.
The Global Search in Salesforce.com CRM help you search
- All standard and custom objects
- Articles
- Documents
- Products
- Solutions
- Chatter
- Chatter feeds
- Files
- Groups
- Topics
- People
[Read more…]
posted on August 3, 2013 by
Salesforce Tip of the Day – Add Photograph to your profile.
Here is our tip of the day for Salesforce.com CRM end users – How to add Photograph to your Chatter profile? Once added the photograph on Chatter profile appears on many places on the Salesforce.com CRM. Some of them include:
- On Home page
- On Chatter Profile Page
- On Chatter Posts
- On Records Owner field
- On Reports &Â Dashboards
posted on July 8, 2013 by
How to Use Debug Logs in Salesforce to Troubleshoot
This article will show you how you can use “Debug Logs” in Salesforce.com to Troubleshoot?
What is Debug Log in Salesforce.com?
A debug log records data base operations, system process, and errors that occur when executing a transaction or while running unit tests. We can monitor specific users in Debug log by adding them to list of Monitored Users. [Read more…]
posted on June 6, 2013 by
Displaying Total Number of Contacts for each Account in Salesforce
If you want to display the “Total Number of Contacts” for each “Account” in Salesforce on the Account page you can not use the Roll Up Summary field. The Roll Up Summary fields on contact are not supported on Accounts. We have used a Trigger on the contact object to  find the sum of the number of contacts which are there in an Account. [Read more…]
posted on June 1, 2013 by
Salesforce.com Company Communities – Create an engaging employee experience
Salesforce.com Company Communities is the new offering announced by Salesforce.com on May 30 2013. The Salesforce.com Company Communities will be available in second half of 2013.
Salesforce.com Company Communities will help companies create a custom intranet that connects employees in real-time to the content, people and apps. The Salesforce.com Company Communities will be accessible from anywhere and from any device. The Company Communities from Salesforce will enable companies to create a great intranet experience for their employees. [Read more…]
