Dreamforce ’12 is only a few days a way. We arrived early to see San Francisco, the host city of the Dreamforce X (the 10th annual Salesforce event). As we walked the streets outside the Moscone Center on Saturday the 15th, workers were buzzing putting up window clings, hanging banners and unloading trucks with forklifts….
We were recently asked by one of our Dallas clients to help them get a new inside sales group off the ground. They wanted us to provide some best practices on how to setup and mange this new team using Salesforce. This group would be selling primarily on the phone looking for new business and…
A question that I hear frequently from my clients, and in the Salesforce Answers Community, is (1) “how do I know if my email got through” and (2) “did my client open my email?” There are a few places to look on the Lead and Contact record to find this information as well as two…
Salesforce.com launched the AppExchange back in 2005 (can you believe it’s been that long!). At that time BusinessWeek called it the “eBay of business software.” In 2006 there had been 16,000 installations initiated. The AppExchange circa 2007 (you’ve come a long way baby!): By late 2011 the AppExchange hit 1 million installs. Now as I am writing…
I had an interesting request from one of my clients today, and I thought the solution would be a great quick blog post for other Salesforce Administrators. The request was to enforce Users to create an Opportunity during the Lead Conversion process (for marketing reporting). You can accomplish this with a Lead Validation Rule. Remember…
It’s been a few years since the Salesforce circus had made a stop in Dallas, but now they are back. In 2010, almost two years to the day, the message was around Service Cloud 2: “The Next Generation of Customer Service.” On that day the wake-up message was that your customers want information on their…
From time to time as an Administrator you’ll need to take a string of text and parse out a few things so that you can use the information elsewhere. The other day I was working with a client that required me to take a single Latitude / Longitude coordinate and separate the string into individual…
If your company ships products, a quick but high value update you can do to Salesforce as a System Administrator is add links to your page layouts to track your packages via DHL, FedEx or UPS. You create the links by going to the object where you would like to place the links. In our…
One of the first questions we ask when working with a client is “What edition of Salesforce do you have?” Most know, but occasionally they don’t. It’s not hard to find out if you know where to look. Salesforce tells you in a couple of places. First, though harder to spot, you can see what…
Importing legacy data into Salesforce is something we deal with almost on a daily basis. Since 70% of our business comes from clients that are “moving in” to Salesforce for the first time, we get asked quite a bit about best practices on how to tackle old data. First thing to know – just because you can import…