Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Don’t you wish you could take all the reports, dashboards, and solutions you need and put them into one folder? Twitter lets […]
Your meeting went great and you took all sorts of important notes. Your client can’t wait to purchase your product, and even gave you a dollar amount and a follow-up date. But how much did they say? And was that next Tuesday or Wednesday? It’s in Evernote, but now you need to copy all that […]
Does running Salesforce reports for your customers and vendors take up too much time? Are you tired of waiting on that important data you need while your Admin is busy on other tasks? Are you on a tight budget and don’t want to pay for another license to speed up the process and get the […]
Has user adoption got you down? Does connecting the dots between emails make you want to pull your hair out? Are you baffled by the endless task of sending scheduled reports to employees or customers outside your Salesforce system? Well, sit back and let me help you out. I’ve got the top 3 workarounds to […]
Maintaining data quality is crucial in any Salesforce organization. Junk data makes reporting more complicated, reduces the accuracy of business metrics, and requires significant time to both identify and fix. In an attempt to avoid these problems, administrators frequently increase the number of required fields and active validation rules. No doubt these features play an […]
Did you know Salesforce offers free accounts for nonprofits? Find out more here.