Showing articles from Dena Falek

Salesforce auto number fields can be really helpful when you either need to keep records unique or your records need to be tracked by number.  Read on for more on…

Zoho CRM automation is one of the biggest benefits to selecting Zoho CRM.  There are endless ways to set up this automation and it can you help accomplish many things…

It can be very helpful to know the reason for a loss in Zoho CRM deals.  Zoho has made some important changes to how this information is captured.

When setting up Salesforce or any CRM, it is important to think of how to ensure that you are capturing data consistently for filtering and/or reporting purposes.  Salesforce state and…

Zoho CRM subforms are a really helpful way to add more than one value to a single record. For more on the background of what a subform is, read here. …

The Salesforce home page is a useful way to see the most important views and dashboards when you first log in.  Did you know that you can customize the home…

Salesforce validation rules allow you to set criteria when users perform and action.  This is in ensuring data and process quality among your Salesforce users.

When you set up a Zoho CRM workflow, you define the actions needed when the conditions of the workflow are met.  You have a choice of actions including creating new…

Wouldn’t it be nice if you could associate emails in a contact record to a deal in Zoho CRM?  Read on to learn how.

Did you know you can restrict access to specific field access using Zoho CRM field permissions?  This a great way to be able to provide record access even if you…