When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run. This helps eliminate the process triggering multiple times because you are more specific in the criteria. For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created. Or you may want to update Read more
When viewing or analyzing data in Salesforce it can be helpful to have several browser screen open so you can move back and forth. This is especially helpful when viewing reports and comparing data in the actual record(s). Read more
The document inspector wizard in Office 365 can help ensure your document is clean of hidden properties, personal information, and other items that could cause issues before you send or publish it (think macros or custom XML data). This is available in Excel, Word, and Powerpoint. To learn how to inspect a document, workbook, or presentation, keep reading!
The search bar at the top-center of Microsoft Teams can be used as more than a search box–there are quite a few commands and shortcuts that can be used here to navigate and work efficiently. With just a few keystrokes, you can change your status, view all of your mentions, or even save a quick note to your personal Wiki page! Read more
If your organization is transitioning to Server-Side Synchronization in the coming months, I have two quick pieces of advice to make your migration as smooth as possible.
If you’ve ever imported data into Dynamics 365 or troubleshooted an import, you’ll know that it can be incredibly frustrating to deal with high numbers of errors–especially if the import source file was an Excel file (.xls or xlsx). You might notice that there is no option to export your errors! If even a few dozen errors occur, it is inefficient and painful to manually match the error with the line item from the original import file. Read more
Sometimes I’ll stumble on to a useful feature in Office 365, and it’s so hidden or obscure that I’m not sure if it’s a new feature, or I’ve just never noticed it before!
This tip demonstrates one of those features. In Microsoft Word, there’s a handy section that displays some interesting document properties, including pages, words, total editing time, and more.
Sometimes Rich Text can interfere with reporting or some older systems. To turn OFF all Rich Text in GoldMine:
1. Select Tools | Configure | System Settings | Display.
2. Select “Plain Text” at the bottom.
3. Ok your way out.
This will turn off Rich Text for all users, so be careful! But for those who experience problems with it, this can be a real life saver.
The perennial love/hate part of GoldMine: The Notes Tab. So let’s get the easy part out of the way.
To add a note, simply go to Notes tab. Click “Add Note”. Type in your Note. How can you say no to that? What easier way to record an Appointment or Call than this?
DON’T DO IT.
Notes ARE the place to store:
1. Driving directions.
2. Shipping instructions.
3. Login information for a website.
They are NOT the place for History. This is because
1. Notes are not easily Searchable.
2. Notes are not easily Reportable.
3. If you keep notes for years, it can make your entire GoldMine system slow. We’re dealing with a client now who is experiencing this very same issue. Ten years of recording phone calls in Notes, and GoldMine takes FOREVER to start. I mean, like minutes.
So be safe and use Notes responsibly!