versus Extended Mass Mail Merge is a powerful feature available from Salesforce that unfortunately is not turned on “out of the box.” Natively you can use the “Mail Merge” button in the Activity History related list to create a single Word documents that populates (i.e. mail merge) with data from the record you are viewing….
Continuing on with our tutorial, let’s look at WHAT Salesforce can do when workflow triggers. Or, go back an review setting Workflow Evaluation and Rule Criteria. WHAT action needs to happen? On the next screen you determine what action needs to occur when the rule fires / triggers. You can have a single actions (e.g….
Next let’s look how to delay our workflow actions. Or, go back and review our post on configuring Workflow Actions. All the Actions above can fire instantly, or you can have them wait for a period of time before they fire. To setup a delay in the workflow action, click the “Add Time Trigger” button. The…
This is a Step-by-Step Tutorial on how to configure Salesforce workflow. To learn more about what workflow can do, see this Overview of Salesforce Workflow. To help explain what workflow does, I’m going to use the “When, Why, What” approach. To get started, you’ll need to go to Setup > App Setup > Create >…
What is workflow automation and what can it do for me? Workflow is one of the most powerful native tools available in Salesforce. The feature is available in Enterprise and Unlimited Edition, and for many, it is the sole reason to upgrade from Professional. So what exactly is Workflow? Workflow is business logic that evaluates…
A concern I hear when moving into the cloud is “what if I want to make a change later to another CRM, how do I get my data easily out of Salesforce?” Or, “our IT department has a policy that they retain a local backup of all our business systems.” The good news is that…
One of the questions most asked of a certified Salesforce.com consultant is what is your rate for Salesforce consulting and what fees can I expect? I can only speak of what I’ve observed in the Dallas market for Salesforce.com consulting rates, but the spectrum starts at $150 an hour for freelance consultants up to $300…
I recently needed to identify duplicate Contact records in a Salesforce.com org that contained over 40K Contacts. The amount of duplicates were not horrible (~5% of their Contacts) considering the sales reps had not been trained to watch out for actions that would spawn duplicate records. However the situation was bound to get worse without…
In our never ending quest to reduce duplicate records in Salesforce, before you convert a Lead into a Contact, as a best practice, you will want to (1) check for other Lead records that may already exist for that person, and (2) check to see if the Contact already exists in Salesforce prior to converting…
Now that Platform licenses are available, I suspect that a lot of companies will “flip” Users from a full Enterprise license down to the Platform license – it just makes economic sense when you can do it. Be aware that when switching a User from a full Enterprise Edition (EE) License (Enterprise Sales Cloud or…