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Entries in SFDC Org (5)

Thursday
Sep062012

Updates To Recyle Bin

SFDC Winter '12:

The Salesforce.com Recycle Bin is a great way for users to retrieve deleted records. However, the new Salesforce Winter '12 release will now include a couple of important limitations to it:

  • The size limit of the Recycle Bin will be reduced from 250 times your SFDC storage to only 25!
  • The cycle of retention of the Recycle Bin will be reduced from 30 days to 15.

This essentially means  that the window of opportunity to retrieved deleted records will be cut in half. This is exceptionally important if you're ever considering Mass Delete of records in your org; as the size of the Recycle Bin should be noted. 

Thursday
Jul192012

Add Word Document Link to Sidebar

 

Allow all  Salesforce Users to Access a specific word doc by following these steps: 

Be it a document you need included whenever an opportunity is created in Salesforce or a spreadsheet for all of your sales users, Salesforce allows you to upload a document and share it with all of your users. Here’s how to do it: you need to upload the document and create a Custom Link and assign it to the document for all users to reach.

Under the Documents Tab, click “New” to upload a new document. Fill out the information then click “Save”.

 

 

Right-click on the “View File” link and Select “Copy Link Address”:


Then, go to:“Setup | App Setup| Customize | Home | Custom Links”.

Enter the preferred Label for the Link. Name it and pick the desired behavior. Leave “URL” as the Content Source. Then, paste the Link Address to the Document into the formula box and click “Save”.

 

And now, every time users are in any opportunity, there is a link directing them to “Download Opportunity Guidelines”

 

 

 

 

 

 

Tuesday
Jul172012

Is Your Salesforce Instance Truly Dependable and Manageable?  

Salesforce is a great platform for managing your relations with your constituents. Although Salesforce is highly customizable,, having too many ‘custom’ functionalities in your Salesforce Instance will sure to cripple it beyond repair. Let's say you have 200+ custom fields on the Opportunity and a maze of formulas and input fields populating values, chances are your Salesforce is unmanageable.  If your Salesforce instance gets too complicated, entry processes can become painful and ultimately users will abandon Salesforce and resort back to basic tools such as ‘Excel.’

So how do you prevent unnecessary custom fields from crippling your Salesforce org? Well, you need to answer the following two questions:

How are the fields used in your Salesforce org?

You should understand how your fields are populated and whether their use is for manual or automated data entry. Also, check periodically to make sure unnecessary fields are not accumulating in your Salesforce instance.

How are the fields calculated?

Whether fields are rollup summaries or formulas, you need to understand the business logic behind deploying them and equally important, how they're calculated. Your organization should provide detailed documentation of all of its Salesforce Instance’s features, including all those of custom fields. 

If you can't answer these two questions in relation to your Salesforce org, you should consider hiding them from the page layout or better yet, delete them altogether!

 

Thursday
Jul122012

Use a Pick-list to Rank your SFDC Contacts:

 

So we all know that you can rank leads, but how about ranking your salesforce contacts? All you need to do is create a Custom Field with a Picklist so users can rank contacts (1-5) right on the Contacts' Page Layout:

Your Name> Setup> App Setup> customize App> Contacts> Fields> New Field



Monday
Jun182012

Find Records Owned by Inactive User

#3 Rock on.

p.s. This could also work for a less dramtic scenario, i.e. when user is simply no longer active.

Click to read more ...