Executives Archive
If you are an executive or sfdc admin concerned about not getting more value from your salesforce investment, this post will help you do that. This dream force session had 2 great speakers who shared great insights on building center …
If you are a hospital managing your patient referrals and reporting on them is always a challenge when you use legacy system like Epic which does not have much reporting capability. When you are in the marketing department involved in …
If you are a salesforce admin or use salesforce, one of the challenges we face is data quality. Even though it is understood that there is some measure of bad data quality in our org, the question is how much …
If you are using web to lead forms in salesforce for B2B customers and let us say there is a email campaign which you had generated to multiple contacts in a company, there is a possibility that all the contacts …
If you are an university using salesforce for the first time or already have an instance, one of the exercises IT managers and business executives struggle with is to create a road map for their salesforce journey. The key questions …
As a salesforce admin, we are always in the hook to report insights and reports in salesforce which would enable our users to act quickly and predict on sales revenue and monitor problems. Winter 14 created a new feature called …
As a salesforce admin, there are always situations where your custom reports grows and folders grow with them based on your business needs. It comes to a situation where there are more than 100 report folders with more than 100 …
If you are an existing user of salesforce, you always want to look out for analytic features in the upcoming releases which always offer more insight on your crm data for your executives. Here are some features which were available …
One of the challenges in salesforce is to build existing reports in legacy applications quickly. These projects tend to drag for a long time resulting in executives losing patience and taking a long time. Here are some quick things you …
As a salesforce administrator or Manager, there is always needs from the business to test some features to a small audience and then roll out to a larger audience. With salesforce flexible platform, the challenge is to create a solution …