Tips and Tricks
Archived Posts from this Category
Task Management Tools Lesson 2: Creating Custom Fields
Posted by Peter Mitton on 20 Oct 2006 | Tagged as: Sales Process, User, Administrators, Tips and Tricks
In Part 2 of our series, we discussed how we create tasks for ourselves and other team members and where to find those tasks again later. In part 3, we continue the process of organizing and presenting that information in a concise and easy to follow manner.
So, in this lesson, we continue to examine the creation and use of reports to help manage our tasks. If you recall from our earlier discussion, we generally want to know the following things about individual tasks…
- What is the Task.
- Who is the Task assigned to.
- When was it assigned.
- When is it due (if has a due date).
- Is it on time, or is it late
More below the fold!
From the “Things that should be in Salesforce but aren’t - file!” - Task Management Tools
Posted by Peter Mitton on 10 Oct 2006 | Tagged as: Sales Process, User, Managers, Administrators, Tips and Tricks
When we work in Salesforce, we have the advantage of being able to communicate across the enterprise using the activities tools. Now, we have already covered the process of creating activities, but as we can see from our example, we don’t have a lot of visibility.
But you might be saying to yourself right now “But I saw all my tasks and events, thats pretty visible, isn’t it?”.
You would be right about that, it is pretty visible to you, but what about this scenario. Lets say we have used the activity creation tools to create a task for another one of our team members. How do we know its complete? Heck, how do we even remember that we created the task in the first place. Well, this series of articles is going to cover this in some detail. Get your propeller hats out, because we are going to dive in to some advanced tips and tricks below the fold!
Self Help doesn’t just come from books!
Posted by Peter Mitton on 04 Oct 2006 | Tagged as: User, Tips and Tricks
So, are you lost? Feeling like you can’t figure out how to do anything? Are you wondering how you are ever going to get through the day?
Well fear not! It is a little know fact that there are several self paced training sessions on Salesforce, and if you are enterprising enough, you can get in there and figure out stuff all by your lonesome. They are a bit quick, but they will certainly point you in the right direction when it comes to figuring out the questions you need to ask.
How do I get to these fine little packets of self help goodness you ask? Well, its easy. Lets look below the fold shall we… Continue Reading »
Admin’s Corner: Some thoughts on URL Structure from “Thoughts on Salesforce.com”
Posted by Peter Mitton on 03 Oct 2006 | Tagged as: Administrators, Tips and Tricks
Great article over on Thoughts on Salesforce.com. This discussion revolves around understanding the structure of that confusing blog of text in the address bar, the Salesforce URL. So why is this important?
Well, when you get into the more advanced tips and tricks (and we will) understanding whats going on with the URL is key. From the URL we learn alot about what kind of data we are looking at in Salesforce. Armed with that information we can do things like pre-canned parameter reporting and other neat tricks. This information helps us solve a major problem, and I think the folks at Thoughts on Salesforce.com say it best.
Of course creating a quick launch button requires understanding Salesforce.com’s URL structure because Salesforce.com in their infinte wisdom has decided that Professional and Team customers are second class and don’t need access to the API because we are just not sophisticated enough to need it. (Sorry there if my sarcasm there is just a bit too obvious.)
Check out the article, its very interesting.
