Do you need a Salesforce.com Administrator for your project? Yes. Yes. Yes. Who wants a system that no one is using, is not user friendly and no one understands it? If you want it – take the risk of not hiring a Salesforce.com Administrator for your Salesforce Project (or for that matter any CRM project). Although your Salesforce.com sales rep will not be telling you this – Salesforce.com recommends having an administrator as a best practice. Salesforce.com administrator will add lot of value to the ongoing success of the project. If you can not afford one full time – go for a shared part time resource from a professional service provider. [Read more…]
posted on October 24, 2014 by
What is new in Salesforce.com CRM winter 15 – Sales Cloud
Manage Sales on the Go – Much better than earlier
With the Salesforce1 app, your users can stay current on their most important records, activities, and conversations while out of the office. The new release comes up with enhancements that will help you use mobile all much better than earlier. [Read more…]
posted on April 18, 2014 by
12 Salesforce.com Data Upload Tips
Salesforce.com Data upload is a regular task for some of the Salesforce.com administrators or end users. The quality of data in CRM determines the health of your CRM implementation. Considering this – the data upload – not only in Salesforce.com, but in any CRM has to be a well planned task.
posted on March 24, 2014 by
Salesforce URL Shortcut Cheat-sheet for Administrator & Developers
Are you looking for the Salesforce URL Shortcuts? Here is Salesforce.com URL Shortcut Cheat-sheet that will be useful for Administrator & Developers.
posted on March 12, 2014 by
Salesforce URL Shortcut Cheat-sheet for End Users.
Many of people spend their entire work day in Salesforce.com. Since they create and update so many records in a day, small time savers really add up over the course of a work day. These URL shortcuts will help you save valuable time inside the system. Here you can find a table of useful shortcuts for salesforce URL’s.
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
