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Salesforce Summer ’16 Preview – Account Autofill & Account Logos
Here are a couple of new features that I think those of us have to enter data into Salesforce or just use accounts will appreciate. Once an administrator enables Account Autofill & Account Logos in Setup. When entering a new Account Salesforce will give you a...
Salesforce Summer ’16 Preview – Associate a Contact to Multiple Accounts
This has been a feature request for quite some time now, and we’ve finally got it! Your administrator will need to enable, “Allow users to relate a contact to multiple accounts” in the org but once that’s done, you’ll be able to add the new related lists on your...
How to keep just one (or a few) Accounts Private in Salesforce
Salesforce's security model is pretty flexible, but it'll take a little (but not too much) work if you want to set it up so all of your accounts are publicly available except for a few. First, create a new check box field called 'Private'. If an account should be...
Salesforce Summer 16 Release Notes #Summer16
Get 'em here: http://docs.releasenotes.salesforce.com/en-us/summer16/release-notes/salesforce_release_notes.htma>
3 Fields Every Sales Organization Needs
Whether you’re dealing with Leads, Accounts or Opportunities keeping in touch with the folks associated with each is key to a successful sales organization. Salesforce provides a rather odd field called ‘Last Activity’ for leads, accounts, and opportunities that is...
Why you should never click the ‘Log a Call’ button in Salesforce
This seems counter-intuitive, right? The CRM mantra is, “If it isn’t in Salesforce it didn’t happen.” Well, you should still log your calls in Salesforce, but instead of using the Log a Call button in the history related list, we should be using the Quick Action in...
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