In our previous post we discussed why Usability is important. In this installment let’s get started configuring Salesforce with Usability in mind. First stop – the Home Tab! Salesforce out-of-the-box likes to put a lot of noise on the Home Tab. Again, my preference but I like to turn a couple of things off. Remove the Dashboard…
I can tell in a manner of minutes looking at someone’s Salesforce org and talking to Users if a prior implementation partner or Administrator spent any time optimizing Salesforce to be easy to use. Here are some symptoms of a Salesforce org that has not been optimized for usability: Users complain of not being able…
By far, Accounts and Contacts are the most popular set of records to be imported into Salesforce.com when you “move in.” Most likely Accounts and Contacts are your customers, but very well may also include your partners, vendors and even your competitors! Importing legacy data is typically the very last step prior to training end…
The Salesforce.com Mail Merge feature can be a lifesaver if you want to make a letter, direct mail piece, invoice, proposal, or even a contract in Microsoft Word using data from your records in Salesforce. If you have created form letters, labels or envelopes in MS Word from a database or Excel file, Mail Merge…
Salesforce recently added two new consultant certifications: the Salesforce.com Certified Sales Cloud Consultant certification and the Salesforce.com Certified Service Cloud Consultant certification. I believe the Certified Sales Cloud Consultant exam stopped being a “beta” exam in March of 2011. I’ve heard rumor that the older Certified Consultant certification will be replaced by the Sales and…
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…