Salesforce.com security seems to be a topic that trips up a lot of administrators. There are a lot of ways to restrict and grant access in Salesforce: Organizational Wide Defaults (OWDs), Role Hierarchy, Sharing Rules, sharing records using Groups, Sales Teams and Account Teams, and of course those special privileges you have as a Record…
Salesforce acquired Jigsaw on May 10, 2010. So what does the Jigsaw acquisition mean to users of Salesforce? Jigsaw offers a database to supplement and enrich your contact and lead records – to see if it is up-to-date and missing any key information. More on that in a minute, but first some quick stats on…
These pics are from the “Cocktail Napkin” advertising campaign that appeared in BusinessWeek magazine in 2008. I had these taped to my Salesforce “propaganda” wall in my office. These are scanned images of the actual magazine pages. I think they are a brilliant use of Venn diagrams to make a point by marketing. Click on one of…
Chatter is finally here – general release came on June 22, 2010 for the majority of Salesforce.com Users not participating in a beta program. Did Benioff’s “Facebook for the Enterprise” meet the hype? That hype has been building for an eternity in Salesforce.com time – it was first announced way back in November 2009 and…
Start with the right team Create an internal project team and set expectations for their availability and required commitment. Having a set team for the duration of the project, versus a revolving door of contributors, will pull time out of your Salesforce implementation. Selecting the right people for the team is just important. You want…
If you ultimately have three departments that need to be live on Salesforce.com, you might want to look at rolling on each department one at a time rather than going live with all three groups simultaneously (big bang). A phased approach has the financial benefit of getting some productivity out of your licensing costs sooner…
*UPDATED 3-12-2013 to incude the new Force.com Light and Enterprise Licenses available in Spring 13 Release Force.com One App & Platform Licenses (no longer available to new customers after the Spring 13 release) There are probably a lot of companies out there today with only EE (Enterprise) licenses that should look at buying cheaper “Platform”…
What is the purpose of Leads and do I have to use Leads? Leads are a way to separate prospects (people you’d like to sell to) from business contacts (people you’re actively selling, have sold to, or are business acquaintances, partners or vendors). Think of a Lead as a business card that you’ve captured from…
In Saleforce.com you have two types of storage – File and Data. File storage includes attachments, items you’ve upload into the Documents tab, and Salesforce CRM Content. Everything else, including activities, is considered a record and counts towards your Data Storage allocation. A record in Salesforce.com uses about 2K of storage. So, 250K records =…
When do I “Convert” my Lead into an Account and Contact? What should be my Lead Status and Opportunity Stages? How many steps should I have in my sales process? When is a Lead “Qualified”? What are Sales Activities? I have yet to find a company that sells exactly like another. I know it sounds…