Category: Salesforce Admins
This menu is for for salesforce administrators which would have tips and articles for decisions, actionable insights and prevent problems
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…
How to track ROI on your campaigns if you are bypassing Leads and use only contacts in salesforce.
If you are an organization who uses salesforce and does not use leads and uses only contacts for capturing prospects and customers, it is always…
Time for Spring clean up in your salesforce org to increase your adoption with your current users.
After an horrible winter snow, we feel heavily releived on the coming of spring. Spring always reminds us of brightness with sunlight , cleaning our…
How to avoid errors in production orgs during deployments with minimal testing.
One of the common issues when we release new features and changes to our production org is the risk of existing features breaking or not…
How to deploy profile changes quickly in Salesforce with a checklist for reference..
As a salesforce administrator or manager, it is always painful to deploy profile changes across multiple sandboxes because of the manual configurations we need to…
