Hacks

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...

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...