One interesting question came up a month or so ago on the Salesforce Success Community page, and it reminded me of some customizations I have done for some clients in the past. And the time saver centres around measuring the time between a lead creation (first touch) and opportunity close. With salesforce.com native, you can…
Category: Salesforce
Timesaver # 5 – Viewing Comments on Activity History Related List
Hey all, So, one thing that has come up every once in a while are clients who want to see the comments, or part of the comments on an Activity History related list. The comments field is a Long Text Field; as such, unfortunately you cannot just add that field to the related list and…
Two Upcoming Webinars from salesforce.com
Hope everyone is enjoying March so far – my March came in like a lamb weather-wise, but a lion health wise….ah, the joys of school-aged children and the bugs they bring home! Just wanted to let you know about two upcoming salesforce.com webinars next week… The first is on the development side. On March 9th,…
I Will Possess Your Heart (or, learning Apex and Visualforce)
So, like many nights after Hockey Night in Canada is done, I found myself alone in the house (with the wife sleeping, as well as the kiddies) and Saturday Night Live not doing it for me anymore. So, what do I do? Jump in front of the computer to do some work. Last night, it…
TimeSaver #4 – Minimizing Issues with Multi-Level Account Hierarchies
Hey all! A while since I posted a time saver – not because I didn’t want to though! Just been a busy six months. Have a few time savers that people have told me I should pass along. Here is the first…I’ll post the others as time allows! Some clients we have use Account hierarchies…
Anything You can do, I can do better…
Well, here we are folks – it’s been a couple of months, and it has been an extremely busy time with family (the kids are out of school for the summer) and xLerate (not to boast, but we’ve been at over 100 percent billable for the past two months, with the docket in July and…
TimeSaver # 3 – Using a Custom Button for Common Activities
Today was meeting day for the Ottawa Salesforce.com User Group, and we had a wonderful presentation from Customer Success Manager Greg Curgenven who went through about 10 add-ons and shortcuts to help with the efficiency of your Salesforce. One he touched on was using custom buttons for common activities. This is a favourite of mine…
Time Saver # 2 – Using Dropdowns with Web to Leads
Web to leads are a wonderful tool – right from your blog/website, you can collect information from your visitors, and begin to nurture a relationship with them. But one of the pains many people have is the fact that Country is a text field. I think of our friends from the south, and I realize…
Time Saver #1 – Linking to an email template
That old adage – “it’s the little things that kill” can be oh so true. I’ve decided that a blog entry each month will be based around a time saver that some people may know, but it is one that can be a time saver, and be one of those little Salesforce.com customizations that can…
…Different Names For The Same Thing…
So, for the past year, one of the items on my list has been “get an introduction to Visualforce (also shortened to VF by many) and Apex”. As you have likely heard, these two development languages are slightly important in the cloud world known as salesforce.com – with these you can build all sorts of…