Salesforce Snowbird

EDITING STAGES OR “SALES PROCESSES” FOR OPPORTUNITY RECORD TYPES   When working with Opportunities you can have multiple record types that have different Sales Processes. Each Sales Processes will use a pre-determined set of stages to go through. Here we will outline how to edit these “Sales Processes” so your record types reflect the stages you want. Go to Setup > Customize > Opportunities > Sales Process Click the “Name” of the Sales Processes you want to edit, or create a new Sales Processes Move the Stages you want in this processes to the Right, and the ones you don’t want to the left. Save this Processes. Go to > Setup >    Customize > Opportunities > Record Types Click “edit” Next to the Record Type you want to assign a Sales Processes t...

USING EXTERNAL ID’S   Most companies have multiple databases that they use for different aspects of the company. One of the most common is an ERP system for accounting along with a CRM system for Sales and Support. Managing multiple databases is hard enough, trying to keep the data synced up between the 2 can also be a challenge. This document will outline how to setup 4 basic objects in Salesforce to be ready to be synced up with a separate database. While we will be focusing on an ERP to Salesforce solution, this method applies to any database sync to Salesforce, whether manual or via a programmed synchronization method. We will do this with a Fake Company Setup “Universal Containers”. This company has an ERP system which accounting uses to manage Sales Orders and Invoices. The Sales and Support Teams work in Salesforce. Both teams need to be able to see all Accounts, Contacts, Sales Orders, and Invoices however they work in separate systems. For this exercise, we will...

SALESFORCE AUDIT FIELDS   Audit fields are system populated fields like creation dates and creation ownership. This information is generally unavailable to be edited however when performing a data migration sometimes it is necessary to set this information to maintain historical data for a company. Follow the steps below to turn on this feature. ** Note that you can only set these fields on record creation. They cannot be edited on an existing record. ·           Navigate to Setup > Customize > User Interface o     Near the bottom turn on the checkbox for “Set Audit Fields upon Record Creation” ·           Create a Permission with the following permissions enabled (found under System Permissions) o     Set Audit Fields Upon Creation o     Update Records with Inactive Owner ·      ...