Salesforce.com Summer 16 – Sales Cloud New Features

The New Features of Sales Cloud in Salesforce.com Summer 16 are mostly related to Lightning. Salesforce.com is now releasing new improvements in Lightning version only. Here are some of the major changes to Sales Cloud in Salesforce.com Summer 16 release:

Changes to Salesforce Editions

Salesforce has come down to three editions – Professional, Enterprise and Unlimited. With this change more features like Offline Connect, Contracts, Console and Limited Functionality of Entitlements is available with Professional Edition. Knowledge and Live Agent are now part of Unlimited Edition of Service Cloud. [Read more…]

Odd Even Assignment of Records in Salesforce.com using Workflow Rules

Odd Even Assignment in Salesforce.com using WorkflowsHave you encountered the requirement where you want to assign all Even numbered records to one person and all Odd records to another? Here is a simple solution using the workflow rules that can help. You can use this on custom objects or even on objects that do not have Assignment rules. The requirement can also mean assigning the alternate records to two persons. This is similar to Round Robin assignment to two persons using workflow rules.

Lets define the requirement as:

Assign all records of an object that are of even number to “Joe” and odd number records to “Mary”. The odd or even number can come from a custom field “Record Number”.

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What to look for in an offshore partner for your Salesforce Consulting Business?

What to look for in an offshore partner for your Salesforce Consulting Business?If you have a Salesforce.com consulting business – you may be interested in working with an offshore partner. The reasons could be taking the advantage of low costs in offshore markets or having an expert team to quickly work on your projects or it could be that you want a partner to take care of development / programmatic customizations while you focus on client engagement. Whatever is your reason – in this post we will be exploring some of the qualifications you should look for in an offshore partner before you select one.

With Salesforce.com being a popular product suite there are many offshore companies that have become Salesforce.com partner. On Appexchange alone there are over 700 consulting partners listed. In India (one of popular offshore destination) there are over 50 consultants. In addition to this there may be many companies that offer Salesforce.com services but are not a registerd partner. Considering the large base of consulting companies it makes sense to evaluate the offshore partner carefully and methodically. [Read more…]

7 Coolest Lightning Features of Sales Cloud in Spring 16

Salesforce.com spring 16 Lightening features

Just watched the Release Readiness Live webcast of Salesforce.com for Spring 16. Andy Kung, Meredith Brown, Kayvaan Ghassemieh, Marcus Torres from the Sales Cloud Products Team have given a great preview of what cool features are going to come in Spring 16.

The focus obviously is on Lightning and that is where most of the cool things are happening. In this post we are summing up some of the coolest features to be released in Sales Cloud on Lightening in Spring 16 release. [Read more…]

Do we need a Salesforce.com Administrator for our project?

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…]

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…]

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.

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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.

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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.

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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

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