Showing articles from Dena Falek

Using Salesforce Auto Number Fields

January 27th, 2023

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 – So Many Options!

January 24th, 2023

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…

Zoho CRM Deal Update

December 28th, 2022

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.

Salesforce State and Country Picklists

December 20th, 2022

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…

A Zoho CRM Subform Can Now Be Required!

December 20th, 2022

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. …

Customizing the Salesforce Home Page By Role

November 30th, 2022

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

November 28th, 2022

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.

Zoho CRM Workflow Update – Adding Calls or Meetings

November 28th, 2022

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…

Associating Emails to Deals in Zoho CRM

November 17th, 2022

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.

Using Zoho CRM Field Permissions

October 26th, 2022

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…