5 more tips for working from home
It’s been a long time since I published anything here. On a good note, I am happy to see that people are still finding use in the timesavers I wrote way back in the day (I think some of the…
Category Time Savers
TimeSaver # 9 – Expanding the Body of an email with an HTML using Letterhead Template
So, I thought I’d pass along this hint for Salesforce – I am not sure if it saves you time if you just live with the issue, but it certainly saves you time if you wanted to send templated emails…
Timesaver #8 – Calculating Business Days
Hey all, So, on Twitter this week Jon Adams from Florida asked a question using the #askforce hash – “Is there a way to replicate the WORKDAY function in Excel in SFDC?”. My first response was to send him as…
Know that I’m gonna be your dangerous side effect …
So, this past week, salesforce.com released a new feature within their core application called “Social Contacts”. Those who happened to attend or watch Dreamforce this year know that the Social Enterprise and the social contacts function got some major airplay…
Timesaver #7 – Forcing Opportunities During Lead Conversion
A couple of days ago, a good friend and fellow MVP, Becka who is also known as @SFDC_Nerd, put out a tweet using the AskForce hashtag. It was as follows: “Any way to have a trigger fire before lead convert?…
Timesaver # 6 – Measuring Time between Lead Creation and Opportunity Close
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…
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…
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…
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…
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…