Tag Archives | picklists

App of the Week – Salesforce Picklists take center stage with Visual Status

Not all fields are equal in Salesforce. Sure, names, email addresses, and phone numbers are critical. Sure, it’s important to have all that data related to an Account, Case, or, Opportunity. But I find that, more than anything, picklists really tell you what’s what. Picklists are your statuses, your service level agreements, your priority. But […]

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App of the Week – Salesforce Reports are better than ever with Multi-Select Frequency Reports

A few weeks back, we told you about the difficulties associated with Multi-Select Picklists and shared a solution to resolve those issues with regards to Dynamic Reports. But if it’s Matrix Reporting you need, that solution just isn’t going to get you to the finish line. Well, if you need a simple solution for building […]

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Tip of the Week – We’re all excited about Global Picklists in Salesforce

  Picklist fields in Salesforce are a dream for data entry and reporting. For fields with standard values like industry, program type, or service level agreement, simply choose from a dropdown, and then organize, segment, and sort your Reports to your heart’s desire. But consider if you will this admin nightmare: a client’s region is […]

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App of the Week – Update records in record time with One Click Update for Salesforce

Salesforce is awesome! The things it can do to streamline your processes and make your business more efficient and profitable are staggering. From sending faxes to generating contracts to distributing workloads and more, Salesforce can really bring your business to the next level. But one of the biggest complaints I hear from end users is […]

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