If you have ever seen me train new Users on how to work with Salesforce.com you’ll hear me say at least a half dozen times “Search before you create!” Inevitably your Users are going to create a duplicate Account or Contact in your Salesforce instance. Don’t panic. Salesforce has some easy-to-use wizards that can help…
What is Cloud 2? Marc Benioff publicly launched Cloud 2 in April of 2010 with much fanfare. But what the heck is it? The thrust of Benioff’s presentation was that in this age of Facebook, Linkedin and Twitter – the traditional enterprise data model is disconnected from the conversation with the customer. “Why isn’t all…
It’s the home stretch. You’ve been slogging down the playing field gathering requirements, configuring Salesforce.com, organizing data and importing records, creating reports and dashboards and the only thing between you and go-live is end user training. Guess what? The next ten yards are probably the most important to your project’s success. If your users don’t…
Ok, you don’t really “hijack” or “hack” into anything in Salesforce.com, but this is how you can take over a User account of someone that has left the company and their account is inactive. The below assumes that you have an extra license, or at least one you can borrow for a moment. So how…
Custom Report Links are a cool usability feature – it provides your Salesforce.com Users the ability to quickly retrieve report data based on the record they’re currently viewing. A custom report link is simply a custom link that launches a report rather than a query out to the web (like Google maps or Weather.com). Some…
It is not too uncommon to come across a situation where sales leadership wants to benchmark their performance versus a budget or plan. The trick is how to make a dashboard reflect sales performance against a predefined target? The solution I like to use is to create a “Budget” or “Plan” Opportunity Record Type, and…
The following questions are representative of those on the Salesforce.com Certified Force.com Advanced Developer exam. These questions are not designed to test your readiness to successfully complete the certification exam, but should be used to become familiar with the types of questions on the exam. The actual exam questions may be more or less difficult…
The following questions are representative of those on the Salesforce.com Certified Administrator exam. These questions are not designed to test your readiness to successfully complete the certification exam, but should be used to become familiar with the types of questions on the exam. The actual exam questions may be more or less difficult than this…
The following questions are representative of those on the Salesforce.com Certified Advanced Administrator exam. These questions are not designed to test your readiness to successfully complete the certification exam, but should be used to become familiar with the types of questions on the exam. The actual exam questions may be more or less difficult than…