Category: Salesforce Admins
This menu is for for salesforce administrators which would have tips and articles for decisions, actionable insights and prevent problems
Do you know that your leads can disappear magically on your website on some days every 3 months because of Saleforce connection..
If you are using a webtolead form or using a custom lead form on your website, and the lead form is integrated with salesforce using…
Chatter effectiveness on channel partners and relationship
This post is about how to use chatter effectively to manage relationships. Ken has great points on chatter. I have seen chatter strategically used to…
Manage and track relationships in Salesforce for companies doing indirect selling.
For companies who do indirect selling, like influencing there partners who can be insurance agents, hospitals, doctors etc, the challenge is how to use salesforce…
Why , when should i upgrade from proffesional edition to Enterprise edition and what to consider
For existing salesforce users who are using proffessional edition, there is always the question on when to upgrade to enterprise edition, what is the value…
Handling Contacts which have multiple accounts in salesforce
If you sell to businesses, franchises or involve in B2B accounts, one of the common scenarios is that a contact will be in multiple accounts…
