Corey Babka No Comments

Salesforce.com – Lead Settings

Couple of recent changes, if you’re a big lead person is that you can now turn OFF the opportunity area when converting a lead.  There are two settings actually that may be of use for you. Read more

Corey Babka No Comments

Salesforce.com – Creating a Custom Report Type

There are times when you will need to join Salesforce objects to retrieve and present report data that meet your company’s needs.  This may occur when you have custom objects or need information that is not included in the standard Report Types.

An example is wanting a report that will filter on Accounts with Orders including Product information.  A custom Report Type is needed in order to query on these objects or display information stored in them.

To create the report type for this report:

  • From Setup, type “Report Types” into the Quick Find
  • Select Report Types from the results.
  • If the Custom Report Types information page opens, click Continue.
  • A list of report types will display. Click the New Custom Report Type

  • Select the Primary Object from the drop down. In this example, Accounts will be chosen.
  • Enter a name for the report type (e.g., Accounts with Orders including Products). Enter a description and choose which folder to store it in.
  • Choose Deployed from the Deployment section.

  • Click Next.
  • Click the box under the Primary Object and select a Child Object that is related to it. Only related objects will be available to choose from.  For this example, choose Orders.
  • For each child object, select one of the following criteria:
    • Each “A” record must have at least one related “B” record. Only parent records with child records are shown in the report.
    • “A” records may or may not have related “B” records. Parent records are shown, whether or not they have child records.
  • For this example, choose Each “A” record must have at least one related “B” record. This means only Accounts with Orders will be returned in the report.

  • Click the box to relate another object. For this example, choose Order Products with “Each “B” record must have at least one related “C” record.  This means only Accounts with Orders that have Products will be returned in the report.

  • Click the Save The properties page displays.  You can make edits to the Report Type by going to the Custom Reports Types page and clicking on the name in the list.
Written by Becci Gearman
Megan Hagedorn No Comments

Office 365: Create a Geographical Chart in Excel

Excel’s charting capabilities are well-known at a basic level—everyone knows that they can create pie, bar, or line charts/graphs with their Excel data.  However, Excel also allows you to create geographical charts that automatically plot data on a map.  The maps use a “fill” function to show data, so this best shows numerical data by County/State/Country etc. You can plot data by:

Country/Region
State/Province
County
Postal Code
      
Read more

Megan Hagedorn No Comments

Office 365: Update the Offline Global Address List in Outlook

One of the Address Books that Outlook keeps is the Global Address List, which is a comprehensive list of every “mailbox-enabled or mail-enabled object in an Active Directory forest that has Exchange installed” (Source: Microsoft).

Microsoft also keeps an offline version of this address list, and this can be accessed when you are not connected to Exchange.  You’ll want to keep this address list, or address book, updated in the event that you need it.  Read more

Megan Hagedorn No Comments

Dynamics 365: Change the Displayed Fields in Dynamics 365 Mobile App Views

If you use the Dynamics 365 mobile app, you may have noticed that the three fields displayed in search results or various views are unhelpful.  It could only show the Opportunity number (if you assign one), Est. Revenue, and Est. Close date, making the mobile app nearly unusable.  Luckily, changing the information displayed in these views and search results is easy. Read more

Justin Hill No Comments

GoldMine : Shortcut Keys!

Did you know that there are MANY keyboard shortcuts in GoldMine? Just take a look here… (Some of these even I didn’t know)

Have fun!

Key Key Description of shortcut
Alt 1 Dial the phone1 telephone number for the contact
Alt 2 Dial the phone2 telephone number for the contact
Alt 3 Dial the phone3 telephone number for the contact
Alt 4 Dial fax for the contact
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl R Reply to email message
 Ctrl C Cut selected text in notes
 Ctrl D View the details tab
Down Arrow Go to the next contact record
 Ctrl Shift E Write an e-mail message to contact
 Ctrl F View the fields tab
F11 Display personal rolodex
F2 Display predefined field entries for lookups, calendar (date fields), or clock (time fields)
F3 Search for a string within the active tab
F8 Start timer
  Shift F8 Stop timer
 Ctrl F8 Restart timer
Alt F8 Reset timer
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl S View the summary tab
Up Arrow Go to the previous contact record
  Shift Up Arrow Cycle through last-viewed records
 Ctrl Up Arrow Go to the first record
 Ctrl V Paste copied text in notes
 Ctrl V View the gm & view tab
 Ctrl X Copy selected text in notes
 Ctrl Y View the opportunities tab
 Ctrl Z Undo typing in notes
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl D View the details tab
 Ctrl F View the fields tab
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl Down Arrow Scroll  the  view  without  change  of  the  selection