Are you spending your valuable time assigning Salesforce.com Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned directly to your team members and distributed equally among them? If so, here are a couple of great, free Round Robin Assignment options to assist you.…
Read MoreOne of our Senior Consultants, Darren Smith, has published an article in conjunction with Ad Monsters focused on utilizing Salesforce.com in a media focused organization. Full content of the article can be found here: http://www.admonsters.com/blog/turning-salesforcecom-media.…
Read MoreRecently, one of our clients decided to move their CRM installation to an internal server. Their team had been using CRM Online, but the reporting limitations (fetchxml) and a few other problems became high priority issues, and so inside the network we went. Our client’s IT department already had some CRM servers that they used for other teams, so we restored the backup into the...
Read MoreTraditionally our interactions with customers and the profiles we create from those interactions have been gathered and managed from within our CRM solution; regardless how well or poorly it was implemented and adopted. If the most diligent processes and efforts were followed, at best “half” of a profile could be achieved.…
Read MoreSometimes, we just need a good example of how to write some simple code. We don’t have the time to parse / read / understand all the possible ways of doing something – just tell us what to do for this one thing I know everyone has to do already. That said, this one took a bit of effort to figure out.…
Read MoreQuestion: When using Scribe to import data into MIcrosoft CRM 2011 organization from Excel, sometimes date values need to be pull into strings (e.g. ensuring unique names) with the serial number Excel stores for the values. This often happens when I use Functions. I just want the date, how do I get it?…
Read MoreThere is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM: “The PivotTabIe field name not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a PivotTabIe field, you must type a new name for the field.” To reproduce the...
Read MoreI have been discussing the need for some duplicate detection rules for our custom entities with a client. I created them. I published them. I tested them, they worked great, and I deleted the duplicate records in our test environment. A few days later the testers noticed there were new duplicates in the system, so I checked and the duplicate detection rules I had created were unpublished in...
Read MoreWe were recently asked to split a client’s Salesforce.com Org into three separate Orgs and migrate/improve the associated business processes and data into the appropriate new Org. When it came time to migrate the attachments, we ran into some obstacles not covered by the basic Salesforce Online Help and Training catalog.…
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