SalesforceA was released in Spring 14 to allow Salesforce admins the flexibility to do routine user management on their mobile device. If you have ever had to immediately inactivate a user, or had to response ASAP to a user that has locked themselves out and needs a password reset, then this app will come in handy. Here is our review of what you can do with this app, what’s good… Read More
What is a Salesforce Sandbox? Although it is very easy and possible to make changes directly to configuration in Salesforce, it is a better idea to test out those changes in another environment which won’t affect your users. That’s why Salesforce includes a ‘sandbox’ for every production organisation where changes can be made and tested before moving them to production. This type of environment is called a sandbox. The number… Read More
Once you have added your products into an opportunity, Salesforce has inbuilt functionality to allow you to generate and email quotes to customers. Lets take a look at how this works, and what you need to be aware of when using Salesforce Quotes. First, to use Quotes they need to be enabled. By default the are not enabled and you won’t see them in your Opportunity screen. Go to: Setup… Read More
Salesforce Administrator After Salesforce is implemented, a Salesforce administrator is required to maintain and extend the system functionality as business needs change, evolve or expand into new areas of the business. The role is a varied one but will typically include some or all of the following: • Provide User Support and be responsible for user administration • Investigate and resolve problems • Investigate and analyze requests for change and… Read More
If you are new to the Salesforce.com application, you may wonder ‘What exactly is Salesforce.com’ and before long you will come across some terminology that is used to describe different parts of the application, functionality and navigation.Here is a quick guide to some of the basic terminology you need to understand Salesforce.com and navigate the application.Basic SalesforceSalesforce is the name of the company and name of the application. It started… Read More
If you are faced with the challenge of calculating the duration of time between two dates in Salesforce, this post is for you. Lets say what you want is to take two dates and times, for example 20/01/2014 09:00am and 21/01/2014 10:20am and calculate the duration of time between them in hours and minutes, and display the result like this: 24:20 or 24h:20m.If we just create a formula field and… Read More
Roll-up summary fields are a very useful Salesforce feature, but you may come across a situation where you need to rollup the value of a formula field. Here is an example: You have added a custom field to the Product object to record the cost of a product. You want the total cost of all products added displayed on an opportunity. In the screenshot below you can see Widget A… Read More
If you use Gmail or another web based email service, Salesforce has a feature that will allow you to save your emails related to leads, contacts and open opportunities. It is the ‘Email to Salesforce’ features and when enabled, allows users to bcc a unique bcc email address to automatically create activity records against records in Salesforce. To use this feature, firstly the Salesforce Administrator has to enabled it, and… Read More
There are a number of editions of Salesforce offering varying features and capabilities. If you are new to Salesforce and deciding which edition is right for you, then this guide will be helpful. If you already have Salesforce it will be useful to know what features you can take advantage of and any limitations you will have. It is of course possible to upgrade to a higher edition. If you… Read More
Salesforce gives up the ability to customize many areas of how it displays data. One area that is important to understand but easy to overlook is search layouts. Search layouts allow us to customize the fields both standard and custom that are displayed in various results lists. It is worth the time to customize, as it can improve productivity by ensuring that the most useful fields are displayed in the… Read More
Once you start getting involved with Salesforce, you will hear a number of terms such as Instance, Org, Environment and even POD. Its easy to get these confused or even not to even be aware of what they really mean. One person may refer to the development instance and another the development environment. Some organisations may refer to the fact that they have multiple instances of Salesforce, and another multiple… Read More
The Salesforce account hierarchy allow accounts to be related in a hierarchy by using a ‘parent account’ field to link them together. Once linked, the complete hierarchy structure can be viewed and links are provided to navigate directly to the accounts.The first step is to create or identify the ultimate ‘Parent’ account. This is the account at the top of the hierarchy. In our example, the top level account is… Read More
You may have come across the situation where you need to use Dataloader to clear or delete the value of a field. Normally, if you provide a blank value in the input file, DataLoader will ignore it and leave the field value as is. Lets look at an example. Here we have loaded data into the Product Description field instead of the Product Code field. Lets imagine, instead of 3… Read More
What is Salesforce multicurrency?Before we look at how multicurrency works and what you need to look out for, lets look at what it offers:Adds the ability to record amounts in different currencies. If you don’t have multicurrency enabled, then amounts are just displayed as an amount.Allows amounts to be converted, displayed and reported according to exchange ratesAllows the use of dated exchange rates so the value at… Read More
