You can add images to Salesforce templates for special occasions or general use. To add images you first need to upload the image file to Documents. From there you can access the URL address to include in the HTML of the template. Read more
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
Before implementing any large project or data changes, it is a best practice to take a backup of your entire database. Some data updates may not go to the Recycle Bin and this allows you to restore if things go awry. You can also schedule full backups to occur on a regular basis. Read more
Although you may have not used a Sandbox to develop processes and flows, it is still a best practice to have a current backup of all your hard work. You may have a Data Export scheduled but that only covers the data stored in the database objects. Your processes, flows, visual force code is stored elsewhere. The easiest way to keep a current backup of these items is to create a Sandbox and schedule Refreshes to occur to keep it current. Read more
There will be times a record is deleted by mistake. It happens. Salesforce stores recently deleted records in the Recycle Bin for 15 days. This means you can easily bring a deleted record back with all of its associated records such as activities. Read more
Zoho now supports customizing your business hours, where you can specify different hours for each day. You can even create Shift hours, in specific time zones and assign to specific Users. Here’s how: Read more
Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting? Its called Zoho.Meeting. Once integrated with your Zoho CRM account, you can easily make any Event a virtual meeting with the click of your mouse. here’s how…
STEP 1: Set up integration with Zoho Meeting
- Click Install under the Zoho Meeting tile
- Click Continue
STEP 2: Create an Event record and Make it an online meeting
- While creating/Editing an Event Record, click the Make this an online meeting checkbox
- NOTE – You have to add a Participant before you save the event.
The participants will be able to join the meeting by clicking on the URL in the email.
For conducting the meeting, you can choose either of the audio preferencing methods: built-in method or add your own conference call service.
There is a monthy fee for the app, but as with all Zoho apps, there is a free trial period during which you can check it out!
Formulas are a great way to automate field data, create Validation Rules, and define workflow criteria. Read more