thesalesforceguru.com

The SalesForce Guru

Thursday, July 30, 2015. Making SalesForce More Welcoming. A major challenge with any SalesForce implementation is how to make it easier for users to use SalesForce! Often users, when they first log in, can be confused by the SalesForce interface. Or, even if they familiar the interface, the way that one organization is using SalesForce can be very different from another. Sample Introduction Focused Page. Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. The Record IDs are sometimes 15 char...

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Thursday, July 30, 2015. Making SalesForce More Welcoming. A major challenge with any SalesForce implementation is how to make it easier for users to use SalesForce! Often users, when they first log in, can be confused by the SalesForce interface. Or, even if they familiar the interface, the way that one organization is using SalesForce can be very different from another. Sample Introduction Focused Page. Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. The Record IDs are sometimes 15 char...

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The SalesForce Guru | thesalesforceguru.com Reviews

https://thesalesforceguru.com

Thursday, July 30, 2015. Making SalesForce More Welcoming. A major challenge with any SalesForce implementation is how to make it easier for users to use SalesForce! Often users, when they first log in, can be confused by the SalesForce interface. Or, even if they familiar the interface, the way that one organization is using SalesForce can be very different from another. Sample Introduction Focused Page. Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. The Record IDs are sometimes 15 char...

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thesalesforceguru.com

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The SalesForce Guru: August 2014

http://www.thesalesforceguru.com/2014_08_01_archive.html

Thursday, August 14, 2014. Difference between Email and Username in SalesForce. In SalesForce, when you are creating a user, you have likely noticed that there are two fields: User Name and Email that most people always enter the same thing in both. However, do you know why there are two different fields for what seems to be the same thing? Well, here is the answer! In the User Name field, you can specify the "user name" that users use when logging in at http:/ login.salesforce.com. Validation Rules, at ...

2

The SalesForce Guru: Two Useful Excel Formulas You Will Need

http://www.thesalesforceguru.com/2015/07/two-useful-excel-formulas-you-will-need.html

Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. With SalesForce, ideally you can do everything up in the cloud. However, there are times you have to prepare data for upload into SalesForce. When that happens, often it is fairly easy to prepare data for import. But if you are doing an update (on a record), because of the way SalesForce structures their record IDs, there are two major gotchas! To lookup IDs, case sensitively, you can use this formula:. Subscribe to: Post Comments (Atom).

3

The SalesForce Guru: July 2014

http://www.thesalesforceguru.com/2014_07_01_archive.html

Thursday, July 31, 2014. Different Types of File Storage Options. In SalesForce, you have a number of different ways to manage files. However, do you know which way is the most appropriate way for your needs? It is pretty simple! The SalesForce/Chatter Files, located either when you attach a file in Chatter, or go under. The CRM Content, located under the Libraries. The Documents, while one of the oldest SalesForce modules, is probably the one most incorrectly used. It is designed to host images and ...

4

The SalesForce Guru: December 2014

http://www.thesalesforceguru.com/2014_12_01_archive.html

Friday, December 5, 2014. Tackling Homelessness with SalesForce and a Consumer App. With a platform as large as SalesForce, there are bound to be interesting use cases. However, once of the more interesting ones I have heard is about HomelessLink. They help people who are homeless, or at risk of being homeless, in the UK. Website, or even their iPhone App. While there are many ways to use SalesForce, this is one that helps those who are really less fortunate and may have never heard of SalesForce! So, fo...

5

The SalesForce Guru: Workflows and Process Builder - What's the Difference?

http://www.thesalesforceguru.com/2015/06/workflows-and-process-builder-whats.html

Thursday, June 4, 2015. Workflows and Process Builder - What's the Difference? Recently SalesForce introduced a new feature called Process Builder (available to Enterprise and Unlimited editions). The purpose of the Process Builder is to further enhance on the Workflow functionality already available in SalesForce. Presently, with Workflows, you can do any of the following with ease:. Example of SalesForce Process Builder. Subscribe to: Post Comments (Atom). About Jeff Summers - The Author.

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jeffsummers.ca

Jeff Summers Social Networks

http://www.jeffsummers.ca/jeffs-social-networks

All About Jeff Summers. Jeff’s Social Networks. Jeff’s Social Networks. I try to be pretty active on social networks. As a result, you can find me on most of them. Here are the links to my profiles below:. Also, I have a few blogs that you can check out:. Have You Ever Thought Of. 8211; on here I write about the random quirks in life and things that when you think about it don’t make any sense. Lessons from the Towers.

floatintotheclouds.com

SalesForce.com Consulting Partner - Resources

http://www.floatintotheclouds.com/resources

Help you automate manual processes. Help you implement Marketing Automation. CRM Not Doing What You Need? Help you find the value. In your SalesForce.com/CRM. Reporting Makes No Sense? The metrics you need. From your cloud systems! Want to introduce scalability into your business? Help take the mystery out of technology. So everyone can use. In the cloud and give you a strategy. Thinking of implementing a CRM system? Don’t be shy! Business Process Analysis and Improvement. Bull; Contact Us.

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Thursday, July 30, 2015. Making SalesForce More Welcoming. A major challenge with any SalesForce implementation is how to make it easier for users to use SalesForce! Often users, when they first log in, can be confused by the SalesForce interface. Or, even if they familiar the interface, the way that one organization is using SalesForce can be very different from another. Sample Introduction Focused Page. Monday, July 27, 2015. Two Useful Excel Formulas You Will Need. The Record IDs are sometimes 15 char...

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