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…]
posted on May 1, 2013 by
Salesforce.com Professional Edition V/s Enterprise Edition
Many organizations want to compare and exactly the key difference between Salesforce.com Professional Edition V/s Enterprise Edition. If you are planning to go for Salesforce.com as your Enterprise CRM – you must consider reading this article for clarity on key benefits of Enterprise Edition over Professional Edition.
When buying the decision to select the edition usually falls in the hands of business or purchase staff of the organization – who invariably believe that the requirements of their organization are very simple. Many of the enterprise customers even believe that the requirement can be met even by Group Edition. However a little understanding of the Salesforce.com features may reveal otherwise.
Here are the key Features of Enterprise Edition which are not available in Professional Edition include:
posted on January 20, 2013 by
Apex and Visualforce syntax highlighting in Notepad++
If you prefer to write your Apex and Visualforce code outside Salesforce.com or Force.com IDE – you may find tough time in finding the right code editor. I have not come across any other code editor that supports programming languages Apex and Visualforce.
Considering the fast growth of programmers working on Apex and Visualforce I am sure very soon we will have code editor programs supporting the Apex and Visualforce. [Read more…]
posted on January 14, 2013 by
Use Formula Field IMAGE function to highlight process status in Salesforce.com
Often customers want to highlight the status of process and alert  users to take corrective action before it is too late. There is nothing better than a visual field that gives you the process health – Red, Yellow or Green. This can be especially used to highlight the leads that are not acted upon or the opportunities that are stuck.
Use Formula Fields to Highlight Process Status
posted on January 1, 2013 by
CRM Resolutions on New Year
Here are our CRM Resolutions on New Year. Many of us make lot of resolutions – personal or for business. But how many businesses make the CRM resolutions? Customers are key to your business – and despite that they are one of the most ignored stakeholder when New year resolutions are made.
Here is our list of Customer Relationship Management or CRM Resolutions on this New Year. [Read more…]
