As we’ve covered in a previous blog post, the native mass transfer wizards for reassigning records to different users have their limitations. Changing record ownership is probably one of the more straightforward and simple tasks an Administrator can do using the Data Loader. Let’s take a look. Let’s assume you have a couple thousand Leads…
Inevitably as a Salesforce Administrator, you’ll be faced with the task of reassigning ownership of records in Salesforce. Typical use cases that force this to happen are: Turnover (or hopefully growth!) at your company Territory realignment or new markets added An acquisition or reorganization Further segmentation or consolidation of duties People get promoted to new…
As I’ve blogged before in my series about configuring Salesforce for usability, Image Formula Fields can be just the thing to make something pop on a page layout and let a user know at a glance if everything is looking good or if there is work to be done. Some of the images I use often…
Views are available on all tabs (e.g. Leads, Accounts, Contacts, Opportunities, Cases, etc) and are a great usability feature. They allow a user to apply a filter on that Tab to see a subset of records. For example, you can create a View to see: All “Open” Leads, created in the last 90 days, that…
I was meeting with a potential new client in Dallas last week scoping a new project when the conversation took an interesting turn. They started talking about how their parent company was also interested in Salesforce.com and might be a good future client for us as well. At that point I stopped them and asked…
First off, what is a “round robin”? Simply put, it’s a rotation through a group. In the context of Salesforce.com, the term round robin frequently comes into play when assigning Lead or Case records to users. For example, you might have five sales reps working new Leads and, as an administrator, you want to divvy…
“What should we pay our Salesforce System Administrator?” “Where should the headcount reside in our company?” “What should we be looking for in a Salesforce Admin?” They’re questions that come up frequently with my clients as well as in the Salesforce community. It’s a hard thing to nail down and there are a lot of…
When you look at the comparison chart for the different editions available for the Sales Cloud, you see an interesting set of features called “Enterprise Analytics” which lists the following: Enterprise Reporting What-if Modeling Advanced Filters What the heck does that mean? This all goes back to the Spring ’12 release of Salesforce which included a…
I’ve been consulting on Salesforce.com since 2005 and absolutely have loved the evolution of the platform. Being critical of Salesforce is comparable to someone sitting in a quarter million Ferrari and saying “a yellow tachometer – what were the folks in Maranello thinking!?” I consider myself a die-hard Salesforce evangelist. It’s why I got certified,…
NOTE: Update at the bottom of this post on functionality post Summer 15 Release Prior to the Summer 12 release of Salesforce.com, when a System Administrator needed to troubleshoot a user problem, the Admin could have the user grant the Administrator access to their account without providing their login credentials (username and password). This was…