In this second installment on our series on Salesforce Opportunities, Shell discusses how to create a Sales Process. Using an example Sales Process, Shell discusses the required fields Stage, Probability and Forecast Category and provides some best practices on defining your Opportunity Stages. He then goes into what is considered an “Open” or “Closed” Opportunity…
In this first installment on our series on Salesforce Opportunities, Shell dives in and explains what is an Opportunity, how they are used and where they fit in the database. He goes over the key fields on Opportunities such as Amount, Close Date, Stage, Probability, plus others. Shell then covers the importance of having a…
And I’m spent. Some things never change. I’m on a plane heading back to Dallas, and at the expense of my neglected inbox, I can’t help but blog about the amazing two days I just spent attending the 2014 MVP Summit in San Francisco. For the most part, what happens at the MVP Summit stays…
This “Zone Approach” to page layout design that I’m outlining below is really to accomplish one thing – consistency. The more consistent you are as a System Administrator with field placement decisions, the easier you’re making it for your users to navigate and do their job. Think for a minute about a website you’ve visited…
Have you ever heard the expression “Is it bigger than a breadbox?” (BTW – who has a “breadbox” these days?). Or perhaps “animal, vegetable or mineral?” If not, you might be too young to be familiar with a game called “20 Questions.” I touched briefly on this topic when interviewed on the Button Click Admin…
When I was interviewed a few weeks back for the Button Click Admin Podcast, hosts Mike Gerholdt and Jared Miller asked what was harder to learn – Salesforce or consulting? I answered that I thought Salesforce was easier to learn than consulting, and that might surprise a few of you. I think it even surprised…
Visual Workflow (Flow Designer) has been a curious feature of Salesforce that I’ve never had a good opportunity to dive into. I’ve created hundreds of Workflows, Validation Rules and probably over a thousand reports in the last 10 years, but until last weekend I could count on one hand the number of times I’ve actually…
In this second installment of our two-part series on Campaigns, Shell tackles the subject of Campaign Members – the method in which we tie Campaigns to people (Leads and Contacts) in Salesforce. He walks through how to setup Member Status to track response rates and then highlights the multiple methods you can use to associate…
In this first installment of our two-part segment on Campaigns, Shell provides examples of marketing initiatives that could be represented as Campaign records in Salesforce. He explains how Campaigns are like any other tab or standard object (in that you can have custom fields, multiple page layouts, record types, validation rules, and workflow), but they…
In this episode of the ShellBlack Whiteboard, Shell introduces the topic of Workflow Actions. In this second installment of our two-part segment on Workflow, Shell explains the four different actions that can result when a Workflow rule fires. You can: Update a field Send an email Assign a task to a Salesforce User Send an…