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 how to use Salesforce auto number fields. Read More
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 country picklists will help you with this. Read More
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 page for specific roles?
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. Read More
A Salesforce lookup field is one of the many different kinds of field types available to you. When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More
Salesforce inline editing for reports allows you to review a report and make changes in real time. This can be very convenient since you don’t have to go into the records to make the updates. Read More
A Salesforce picklist field is a great way of keeping data consistent. By allowing only specific values; reports and processes run smoothly. You can be even more consistent by setting a default value that will pre-populate the field on the screen. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More
Sending Salesforce email blasts is an easy way to communicate with a number of contacts at one time. You can still personalize these emails using merge fields. Read on to learn more.
There are many things you can do with Salesforce profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read More
The Salesforce Kanban view are a nice feature if you want to visually view your records and be able to sort them easily. Read More