In this episode of ShellBlack Whiteboard we discuss what is an “App” in Salesforce – which is simply a collection of tabs that are assigned to users through their Profile. Shell walks through how to create a custom App in “Setup” and add a custom logo. Lastly Shell covers how licenses and Salesforce editions come…
It’s my understanding that Salesforce launched CRT101, “Preparing for your Salesforce.com Administrator Certification.” last year at Dreamforce. It’s a 1-day class and costs $850 per student (plus tax by the way!). I had received an email from certification@Salesforce.com on December 29, 2014 with the subject line “Salesforce Certified! Has a nice ring to it, right?”…
In this episode of ShellBlack Whiteboard we finish up our series on custom objects with a “many-to-many” data relationship. Shell walks us through an example of registering for Dreamforce to illustration how a custom object with two lookup relationships becomes a “join” object in the database. View this video on YouTube: http://youtu.be/PArdXLnSJv0 Part 1 on Custom Objects: Introduction…
In this episode of ShellBlack Whiteboard we dive further into custom objects, and more specifically, custom objects in a “master-detail” data relationships. Shell walks us through an example of a master-detail relationship using an Expense Report. Because of this data relationship, records can be tabulated using Roll-up Summary fields. This can be very helpful in…
In this episode of ShellBlack Whiteboard we introduce Custom Objects – a way to extend the Salesforce database and track information that is not a good fit for Standard Objects. Though covered in more depth in other episodes, Shell goes over how you leverage a lookup field to relate or tie a custom object to…
In this episode of ShellBlack Whiteboard we introduce Records Types – a way not only to segment pick list values for different “flavors” of records, but also how they work with page layouts to further tailor the user experience. We discuss what happens when a Profile has access to more than one Record Type when you…
After many weeks of meetings capturing requirements and late nights configuring Salesforce, you’ve implemented some great processes. The configuration is tight, workflows are streamlined, the data was correctly migrated, and the dashboards are stunning. Great job. You’re done – right? Not quite yet. One of the most cited reasons why CRM implementations fail is that…
You’re a new sales rep and marketing just assigned you a 1,000 leads in your territory. The VP of Sales walks past your cube, gives you a slap on the back and says, “go get ’em tiger!” Where do you start? The concept behind a Lead Score is simple – use data to quickly determine…
In this episode of ShellBlack Whiteboard we discuss Quote Templates. We start by providing a few use cases where you might want to create a library of Quote Templates for your Users, and then discuss some of their limitations. Shell provides an overview of the page layout components that make a Quote Template and how…
In this episode of ShellBlack Whiteboard we look at Quotes and how they are used in conjunction with Opportunities and Products. Quotes can be thought of as a “presentation layer” of an Opportunity in that a User can create a PDF of the Quote and email it to a Contact straight from Salesforce. Shell covers…
