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…
Is “Sites” Salesforce.com’s play into B2C? The business case for having a website powered by Salesforce in the cloud is not much different than using Salesforce as a platform to build an application. If you are running a website you have decisions about hosting, a Content Management System (CMS), which will need a database behind…
Let’s go back to the top of the page on Setup > App Setup > Customize > Self-Service > Self-Service Portal > Settings, and look at the button labeled “Generate HTML.” You’ve done all this work, so I bet you’re ready to try it out. 🙂 After clicking the “Generate HTML” button you will see…
Portal Users are simply Contacts already in Salesforce.com that you chose to have access to the Self Service Portal. Once you enable the Self Service Portal in your Salesforce instance, you will see a new button at the top of the Contact’s record (see screen shot below). Once you click that button, there are just…
Once you click save you should be back to Setup > App Setup > Customize > Self-Service > Self-Service Portal > Settings Now let’s go through the options available on this page. In the section labeled “Portal Page Sections” you are able to add branding (such as your company logo) to the Header and Footer…
So let’s get started. Go to Setup > App Setup > Customize > Self-Service > Self-Service Portal > Settings On the page that displays, you will see three buttons at the top. Let’s start with “Self-Service Setup.” As you can see there are a lot of options to configure. Let’s start at the top. In…
NOTE: Starting with Spring ’12, the Self-Service portal isn’t available for new organizations. Existing organizations continue to have access to the Self-Service portal. What exactly is a Self-Service Portal (or SSP)? A Self-Service Portal is an authenticated website (requiring a Username and Password) to provide your constituents the ability to create and view Cases in your Salesforce.com instance as…
There are many “How To” or “Step-by-Step” tutorials spread throughout ShellBlack.com. This page simply consolidates these instructional pieces into one place. Hopefully these tutorials will help you explore some native areas of Salesforce.com that you may not have had an opportunity to check out – many of which are covered in the Salesforce.com Administrator Exam…
Try to complete the majority of the setup and configuration on your Custom Object before creating your reporting. Frequently you will need to create custom Report Types to facilitate all the reporting requirements for your Custom Objects. The number of custom Report Types you might need to create will be dictated by the number of…