Learn, get more out of your system and delight your users.

Welcome

We all love salesforce.com but none of us can possibly know everything and even the most strident fans will admit that it needs great admin to make it add maximum value to a business. As a salesforce.com partner, we wanted a place where we can share tips, tricks and techniques we discover to make life a little easier for admins on the platform. Feel free to comment and add to the conversation! Share More

Create a custom object from excel spreadsheet automatically?

We all know that teams still love excel spreadsheets and we would like them to move this information to the CRM but did you realize that with Salesforce Lightning this is now fast & easy? Take their spreadsheets and build a object to store it with a few clicks? There are a couple of apps that will do this for you on the appexchange but now within the Objects menu option it is inbuilt. Go to Setup | Object Manager | Select...

Salesforce the new game platform?

I have seen people creating amazing things on the salesforce platform and thought I had seen it all until I stumbled on this beauty. Apparently the team at Cloud Pacific during quarantine, so they decided to do something fun, different, and innovative. They built a dungeon crawler in Salesforce. The back story is covered in their blog here and its’ a fascinating read but we know you just want to see the game. The game is called BlockZero.. it is...

Set a users’ password for them?

No.. you can’t. Or can you? There are many times that a person will ask you for their password. Of course, there isn’t a way for a Salesforce Admin to see the current password for a User, but there is an alternative to sending them a Salesforce Password Reset Email. You can manually set a password for a User to avoid going through the end user “error” of them stating that they didn’t receive an email. To do this, open...

Text Email Template Hack

When you do create a HTML email template on salesforce for the team to use you are provided the option to create a ‘text’ version of this HTML template by pushing a button. When you push the button, salesforce will automatically copy over a text only version of the HTML. The problem with this is that if you update the HTML version you need to then always remember to manually copy it to a Text version. If though, you always...

Save Dollars on Data

We all know that salesforce can start to run up some large bills if your organization has a lot of data stored. If your company has been a customer for quite a while and generates a lot of tasks remember that on many systems tasks more than 12 months old are auto archived. They do though still add to your total data stored and as they are archived they wont typically show up on reports if you go looking for...

Risk free training for new users?

There is always the issue of having to be very careful when training new users on your salesforce.com system. It will usually require you to sit beside them and watch them like a hawk in case they enter something incorrectly when ideally you would like them to become comfortable with the CRM by playing with it themselves to become familiar. Why not let them go crazy on a sandbox. Almost every license type on salesforce.com will provide you with either...

Getting Started with Sales Cloud (Spring 20)

This guide is designed to help Salesforce administrators set up and customize a new sales organization using the Salesforce Classic userinterface. After setup is complete, you can use most features in either the Salesforce Classic or Lightning Experience user interface Share More

Import your Data easily

All of us have spent a lot of time staring at spreadsheets loaded up with rows and rows of records. Your CRM users are the same. If you need data from Excel spreadsheets or your previous CRM, Salesforce can easily import data in the form of csv files. A csv file..’comma separated values’ file is just that. A spreadsheet table (just one table) that is saved in a format where each cell value is separated from the next by comma’s....

‘Streaming’ Chatter

Chatter is one of those things you may love or you may hate. If it is widely used throughout your business though it can be tough to keep track of exactly what you want to see. With Chatter streams, you can see posts from only the profiles, groups, and records you choose. At this time you can have up to five streams and they appear in the left sidebar of your Chatter feed. For example, you may create a stream...

Create List Views Fast

Thanks to Brightfox for this guide.  List views are basically the core of your work day.  They are filtered views on the records in an object. You can create list views to help you with segmentation, data cleanup, reporting, quick access to the records you need and much, much more. And it’s really easy! Let’s say that I want to segment my customers to only show my direct customers. I want to create a list view so this is...

Tabs KISS!

Got too many tabs – Keep it simple I say. I have borrowed this tip from a salesforce partner, Brightfox, but its’ a good one. We have all been confronted by an enormous number of tabs across the top of the screen and usually only make use of a couple of these every day. Some admins will have all of the tabs added to the ‘app’ being used by all regardless of whether the individual user needs them. At profile...

Salesforce Search from Chrome?

Imagine the delight from your users, especially sales users, if from any browser window they can search for accounts, contacts & leads within their salesforce crm system. They can! Setting Up:To start, we need to go into Chrome’s settings. In the Settings page, find the “Search” section and click the Manage Search Engines button Scroll to the bottom of the ‘Other Search Engines’ list until you see an empty line where you can define a new oneWe are now going...

Want to edit an auto number field?

Well.. there a few instances where you may need to edit autonumber fields. For example, your business may decide to change the format of your Account codes. Perhaps a change in accounting system saw numbers of invoices jump to a different set of numbers. What can you do? Switch them up.. the loophole is that you can change the “field type” of a field from Auto-number to Text or from Text to Auto-number. For instance, you can change an Auto-number...

Make it yours

In our experience, the more you can do to make the CRM your own, the more customization and work you put in to branding it specifically for your business the better. With this in mind, why not set a specific landing page for your users who log out of their Salesforce interface. You can set this to pretty much anything you want – it can take them to your company’s intranet perhaps or another Dashboard or portal that you have....

To drive adoption make it fun!

We all know that inserting a little fun into a work day makes it enjoyable and easier to tolerate – CRM is no different. To help with user adoption why not customize your error messages to be human and a delightful surprise when a user hits on one. I saw a great example on this blog post here. which related to messages on the Salesforce Opportunities object. I borrowed it below. Now “Whoa there cowboy..” may not suit all of...

Roll up, roll up .. again & again any object you like

How many times do you need to summarize values on one of your objects with a rol up summary? And on salesforce you can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. BUT .. the detail record must be related to the master through a master-detail relationship. Not any longer. There are a couple of paid tools on the Appexchange that give you the ability...

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