Category: Salesforce Admins
This menu is for for salesforce administrators which would have tips and articles for decisions, actionable insights and prevent problems
Trouble shooting marketing cloud email tracking results are not pushed back to salesforce issues
If you are a salesforce user and just moved to marketing cloud for your campaign, the challenge of getting the email tracking results back to…
Winter 16 features for universities to watch out for excluding lightning
If you are an university using sfdc sales cloud and communities, I am sure there is a lot of hype on lightning on the winter…
Strategies to sync Banner, Salesforce, Datawarehouse and other systems..
If you are an university using Salesforce crm or planning to use SFDC, one of the daunting questions always is how do we manage student…
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 a CRM Strategy for organizations which just merged after a M&A
Corporate world is always full of merger and acquisitions. The challenge for organizations is how do we go about in crafting a CRM strategy, which…
Updating master object field with most recent child objects record in salesforce crm..
If you are using salesforce crm, one of the challenges is to update master object fields with most recent record child record field. E.g would…
Loading data in SFDC, compare tools and prevent problems
This post is a session which i did yesterday at philly force admin group. My session covered topics on how to use jitterbit data loader,…
How to merge student records after deduping and proactively prevent major disasters..
If you are an university using salesforce crm, one of the common challenges you face is merging student records after finding the duplicates using demand…
Spring 15 features for higher education universities.
If you are an university using salesforce crm, here is a good list of features which you should leverage for free which should help you…
Salesforce data storage calculator tool for data migration projects and calculate future cost.
If you are a Salesforce administrator or user of salesforce, we are always questioned on how much data storage do we need further to store…
