Salesforce Snowbird

SALESFORCE WORKSHOPS   Yes, I’m a little shameless in using my blog to advertise. It won’t happen often but once in a while, it’s good to put in a plug for good things. So here goes… Learning all the tools and features Salesforce has to offer can be a bit overwhelming. There are numerous ways to do the same thing and deciding which one is best to use at what time can be a difficult decision. Cloud Creek technologies has built a series of workshops to help aid in this effort. With a hands-on approach to learning, they will guide you through the Salesforce world one piece at a time. The best part is, you don’t have to attend in person (although it would be recommended to get the most out of a hands-on workshop). These courses are offered in person or via the web. Attend from your home in your pajamas if you want, no one will care. Click the image above or  HERE  for a list of scheduled workshops and to register for the ones you wish to join. As a bonus for ...

DATA FORMATTING   Data! We can’t live with it or without it in our world. Data can be our friend or it can be the thing that just has to be there to get some reports done. Here are a couple guidelines to consider when working with your system. Keeping the data clean in your system is not an easy task (it’s one of those tasks that never goes away, no matter how many times you use your three wishes for it). There are a few things you can do to help with this, starting with setting up duplicate rules to help keep new data from duplicating existing data. Salesforce has a nice tool for managing duplicates across your system and even comes with a default set of rules to manage Leads, Accounts and Contacts. You can find this under Data.com Administration > Matching Rules and Duplicate Rules. (I’ll go into more detail on setting up these tools in another article). One other area to be considered with data is when working with Data Loading. When you are setting up your data ...

(CONTENT) LIBRARIES   Salesforce Libraries can be a powerful tool for sharing files internally and externally. The great thing is, Libraries are available in all editions. By the way, just in case you have already started to see the confusion, we are referring to Content. CRM Content has been renamed as Libraries and is found under Salesforce Files in the setup menu. Not at all confusing right. Now that we know Libraries are available, what can you do with them? By creating Libraries, you can setup and share files within groups, to other records, and even to customers. This could be setup to manage projects, marketing materials, training documents and other items that are best suited as Documentation instead of other tools like knowledge articles. The beginning purpose of this document will focus on using Libraries to share large files with clients on a temporary basis. The concepts outlined here should give enough information to begin showing the tools and functions of ...