In this episode of the ShellBlack Whiteboard, Shell illustrates how to setup security by taking us through a set of security requirements for a fictitious company. Shell uses different use cases to illustrate how you can leverage the Role Hierarchy and Sharing Rules to grant record access in Salesforce.com. Shell touches base on sharing rules…
In this episode of the ShellBlack Whiteboard, Shell introduces the major areas in “setup” that impact record access – Record Ownership, the Role Hierarchy, Organizational Wide Defaults (OWDs), and Sharing Rules. Shell highlights how the Role Hierarchy differs from your organizational chart and how it allows managers to see records for owned by their subordinates….
In this episode of the ShellBlack Whiteboard, Shell gives some best practices and considerations when setting up Lead or Case Assignment rules in Salesforce.com. Shell touches base on Queues, Round Robin rules, and emphasizes howthe order of your rule entries determines how records are assigned in the database. Additionally, Shell discusses how Lead Assignment Rules…
In this episode of the ShellBlack Whiteboard, Shell introduces the concept of the Lead Status field, Lead Qualification and Conversion. Shell discusses the necessity of determining “fit” for your products or services and whether a Lead is “Qualified” or “Not Qualified.” Additionally Shell discusses the timing of converting a Lead record (early vs late). Shell…
In this episode of the ShellBlack Whiteboard, Shell introduces the concept of Leads, Accounts and Contacts and how they differ in Salesforce data model. Shell discusses the best practice for dealing with companies with multiple locations and the importance of nesting Contacts under the Accounts. Additionally Shell touches on how to use the Account Site…
As I’m typing away on a plane heading home to Dallas, I wanted to take a moment and reflect on our day of “Salesforce Goodness” – the first MVP Summit. A few of my co-MVPs are already putting out some great recaps, so I’ll to take a bit of a different angle. Arrival started with…
The idea for the ShellBlack Whiteboard came to me long ago when I first founded my consulting company (and this blog). In this first episode I tell the story of how a few critical events in my early career as a Salesforce consultant helped send me down the path that resulted in this video series….
It’s official. Hordes of Salesforce MVPs are converging on San Francisco at the end of August 2013 to participate in the very first MVP Summit. This event was put together by our very own Erica Kuhl and Matt Brown (affectionately referred to by the MVPs as our “Den Mom & Dad”). The MVP summit is…
What is Salesforce for Wealth Management? Essentially it’s an app (overlay) – a collection of custom objects, code and analytics that is installed in your Salesforce instance. It’s designed for a single audience – Financial Advisors (Wealth Advisors). It’s a highly tailored view and organization of client information, investments and professional relationships. This blog post…
Why Sync Salesforce with QuickBooks Everyone’s needs are different, but most companies are out to accomplish two things by syncing Salesforce with QuickBooks (1) automatically create Invoices in QuickBooks from “won” Salesforce Opportunities to reduce data entry and speed up cash flow, and (2) provide users in Salesforce visibility to QuickBooks accounts receivable information for…