thesalesforceguru.com
The SalesForce Guru: Workflows and Process Builder - What's the Difference?
http://www.thesalesforceguru.com/2015/06/workflows-and-process-builder-whats.html
Thursday, June 4, 2015. Workflows and Process Builder - What's the Difference? Recently SalesForce introduced a new feature called Process Builder (available to Enterprise and Unlimited editions). The purpose of the Process Builder is to further enhance on the Workflow functionality already available in SalesForce. Presently, with Workflows, you can do any of the following with ease:. Example of SalesForce Process Builder. Subscribe to: Post Comments (Atom). About Jeff Summers - The Author.
thesalesforceguru.com
The SalesForce Guru: October 2014
http://www.thesalesforceguru.com/2014_10_01_archive.html
Thursday, October 2, 2014. Think about the End User. With SalesForce, it is very easy to create great systems using their declarative. interface. And of course if the custom fields and page layouts don’t work meet your needs you have other options like Apex and VisualForce. All of these let you create a system and interface that is customized to your business. Subscribe to: Posts (Atom). About Jeff Summers - The Author. Float into the Clouds. View My SalesForce.com Certifications. Think about the End User.
thesalesforceguru.com
The SalesForce Guru: Two Useful Excel Formulas You Will Need
http://www.thesalesforceguru.com/2015/07/two-useful-excel-formulas-you-will-need.html
Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. With SalesForce, ideally you can do everything up in the cloud. However, there are times you have to prepare data for upload into SalesForce. When that happens, often it is fairly easy to prepare data for import. But if you are doing an update (on a record), because of the way SalesForce structures their record IDs, there are two major gotchas! To lookup IDs, case sensitively, you can use this formula:. Subscribe to: Post Comments (Atom).
thesalesforceguru.com
The SalesForce Guru: July 2014
http://www.thesalesforceguru.com/2014_07_01_archive.html
Thursday, July 31, 2014. Different Types of File Storage Options. In SalesForce, you have a number of different ways to manage files. However, do you know which way is the most appropriate way for your needs? It is pretty simple! The SalesForce/Chatter Files, located either when you attach a file in Chatter, or go under. The CRM Content, located under the Libraries. The Documents, while one of the oldest SalesForce modules, is probably the one most incorrectly used. It is designed to host images and ...
thesalesforceguru.com
The SalesForce Guru: August 2014
http://www.thesalesforceguru.com/2014_08_01_archive.html
Thursday, August 14, 2014. Difference between Email and Username in SalesForce. In SalesForce, when you are creating a user, you have likely noticed that there are two fields: User Name and Email that most people always enter the same thing in both. However, do you know why there are two different fields for what seems to be the same thing? Well, here is the answer! In the User Name field, you can specify the "user name" that users use when logging in at http:/ login.salesforce.com. Validation Rules, at ...
thesalesforceguru.com
The SalesForce Guru: Managing Duplicates
http://www.thesalesforceguru.com/2015/07/managing-duplicates.html
Tuesday, July 7, 2015. A big challenge for a lot of Sales and Marketing team previously was managing duplicates in SalesForce. That's because, prior to Spring 15, there was no way to handle this issue until the duplicates were already in the system. Then, at that time you could merge them! But what if you wanted to stop duplicates from happening? Previously you had to look at third party solutions! However that is no longer the case. Now SalesForce has this functionality built in! So, how does it work?
thesalesforceguru.com
The SalesForce Guru: January 2015
http://www.thesalesforceguru.com/2015_01_01_archive.html
Monday, January 19, 2015. Pardot and Pardot Certification. For those of you that don't know, SalesForce has two awesome marketing tools available on top of the SalesForce system. They are ExactTarget and Pardot. If you are thinking about improving your marketing efforts in 2015 either of these tools will be a great addition! Subscribe to: Posts (Atom). About Jeff Summers - The Author. Float into the Clouds. View My SalesForce.com Certifications. Pardot and Pardot Certification.
thesalesforceguru.com
The SalesForce Guru: April 2014
http://www.thesalesforceguru.com/2014_04_01_archive.html
Monday, April 28, 2014. For those of you that haven't discovered, SalesForce has a very comprehensive translation ability to allow you to customize the application to your users and their language. Unlike some systems where you simply change the language and are stuck with incorrect translations for some words, with SalesForce you can fully customize what translations are used. Subscribe to: Posts (Atom). About Jeff Summers - The Author. Float into the Clouds. View My SalesForce.com Certifications.
thesalesforceguru.com
The SalesForce Guru: Troubleshooting Workflow Rules
http://www.thesalesforceguru.com/2015/06/troubleshooting-workflow-rules.html
Tuesday, June 2, 2015. However, with some simple changes to the way you use workflows, you can make it easier to track what workflow rule fired. A few of the key tips we have seen from watching clients use Workflows include:. Example of a field for email tracking. Example of the Time Based Workflow Report. Example of the Select Existing Actions option. Hopefully the above make using workflows a little easier in SalesForce! Subscribe to: Post Comments (Atom). About Jeff Summers - The Author.
thesalesforceguru.com
The SalesForce Guru: May 2014
http://www.thesalesforceguru.com/2014_05_01_archive.html
Thursday, May 29, 2014. SalesForce Two Factor Authentication App. Recently I was playing around in the iOS app store and searched for SalesForce. I happened to be looking to see what apps were now integrated with SalesForce. However, in doing so, I found a gem of an app that SalesForce themselves make. From here, you can see that the user is being prompted to enter the code generated by SalesForce#. So, all the user has to do is open up the SalesForce# app on their phone, get said code, and enter it ...
SOCIAL ENGAGEMENT