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Documentation

With Salesforce.com’s inherent ease of configuration comes the temptation to skimp on documenting your org. My experience working with companies that are rushing to migrate over to Salesforce.com is that they are not willing to spend the extra time and dollars to fully document not only the implementation, but also the ongoing “care and feeding”…

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Custom Objects

What is a Custom Object? Custom Objects allow Salesforce to extend functionality past the native CRM suite (Leads, Accounts, Opportunities, etc). Custom Objects are simply tables you create to store records that categorically do not belong in any of the existing tabs or objects. For example Human Resources is a department that does not fit…

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Partner Portal

If you sell with the help of outside vendors or Partners, a Partner portal might be the ticket. Users with a Gold Partner license can access the Documents tab, My Account Profile, Leads, Custom Objects, Approvals, Accounts, Cases, and Opportunities. Pricing got better on this type of license when the feature was renamed from PRM…

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Customer Portal vs. Self Service Portal

Advantages of a Customer Portal over a Self Service Portal: UPDATE 2/28/2014 – This is a good overview of some of the changes taking places with portal licenses. Customer Portal licenses are now referred to as “legacy portal licenses” by Salesforce (vs the newer Community licenses). If you already have these licenses in place, you…

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Putting a Value on Your Legacy Data

When you really dig in you’ll be shocked to discover all the places customer data resides – ACT! and Goldmine databases, Microsoft Outlook, mobile devices, day planners, spreadsheets, legacy accounting systems, Rolodexes, home-grown company databases, SQL databases that run your back office systems, old CRM software, and stacks of business cards secured by an old…

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