Business case Johnny, a member of the board at company X, struggles to understand the lead journey within Salesforce. He wants to gain clear insight into how MQL, SQL, and Outbound leads are distributed. Jonna, the Salesforce admin, immediately starts thinking about how she can manage this in Salesforce. Out of the box solution Imagine […]
Business case: On the first of every month, company X checks the end date of license contracts and manually creates renewal opportunities for all license records with a contract end date that is 2 months ahead. This process is very time-consuming, so the company asked the Salesforce (SF) expert how it could be automated. Johnny, […]
A service manager has a requirement to measure the actual time spent per ticket so that, at the end of the month, he can send invoices to his customers. Imagine a situation where the service rep needs to register his actual time spent on a ticket. A ticket comes in through email-to-cases and is routed […]
Salesforce offers robust approval processes to streamline your business workflows. In this blog post, we’ll explore how you can enhance standard approval processes to meet specific needs, such as sequential approvals based on roles and dynamic criteria using formula fields. Sequential Approvals Based on Role Hierarchy: By default, Salesforce allows only one approval process to […]
If you’ve been using Salesforce for a while, you’re probably familiar with the routine of searching the web to find the right formula for your business needs. It’s a common task for Salesforce professionals to spend time searching through forums and knowledge bases to discover the perfect piece of code. Sometimes, the formulas you find […]
The Salesforce Winter Release has introduced new features and improvements. Users, especially administrators, will find these updates helpful in making their daily tasks more efficient. The changes include enhanced search capabilities, automation of processes, and improved collaboration within teams. Search Capabilities and Admin Processes: Configure Searchable Objects: Admins can now decide which objects are searchable […]
Imagine a scenario in which your sales rep has the option to manually create a new quote from an opportunity record. When creating a new quote, the sales rep must fill in information fields manually, but there is a trick to configure this in Salesforce so that default values are present when the sales rep […]
Digital pros often know the struggle of trying to find the right contact person on a business website. Sometimes, companies don’t make it easy to get in touch by hiding their contact details. But hey, here’s a nifty solution that can make your life easier – Hunter. With this tool, you can grab a list […]
Regarding departmental usage of Salesforce within the company, traditionally, it is the sales department that predominantly utilizes Salesforce. They are succeeded in usage by the IT department, followed by Customer Support, Marketing, and the Finance/Administrative departments. In contrast, the Product Development and Operations departments exhibit comparatively lower utilization of Salesforce, as evidenced by the accompanying […]
