Category: Executives
This category will have articles on reports, business results which would help executives to make decisions on salesforce.
Dreamforce 2016 series- Best practices for creating center of excellance using Salesforce
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….
Proactively managing referrals for hospitals using salesforce
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…
Measure data quality in your org and identify root causes with simple steps
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…
Preventing duplicate opportunities in sfdc for multiple web form requests for B2B customers
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…
Creating Road maps for salesforce projects for universities new to salesforce
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…
Track your pipeline with a simple salesforce report and make your org proactive
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…
Quick Report to identify reports used in Dasboards, reports to be cleaned up for Salesforce admins
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…
Have you turned on these features in Salesforce which would make your salesforce org proactive than reactive..
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…
Converting existing reports in legacy systems to salesforce quickly
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…
How to do AB Testing on new features with your salesforce crm..
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…
