The lead status field is often a source of contention between Marketing and Sales within an organization. The field is typically used to communicate the status of a record to both the reporting users and the sales rep who is working the lead. The reporting user wants to see explicit...
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Take a look at the funnel dashboard below. If you have ever wondered how to get funnel metrics in Salesforce this is the post for you. If you are designing a funnel in Salesforce or simply trying to report on one, these two ideas will help you make sense of...
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Dealing with date/time formatting when importing into excel can be a bit confusing and can cause data errors if done incorrectly. Whether you are importing data from a different data source into a date/time field or simple back populating a field based on another date field, the format you import...
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One of the most important aspects of a Salesforce Administrator’s job is finding ways to make working in the system as easy a possible. The extra clicks or seconds of decision making that end-users go through in a system that is not optimized add up quickly over the course of...
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Most common reporting tasks require organizing fields on one object, but when you start working with multiple objects in a single report its important to understand the implications of the object model on report calculations. Object relationships can be one to one or one to many, and in a one...
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While it may be fun to check your quarterly or yearly dashboards from you phone, most of your traditional dashboards are probably better suited for close examination on a desktop. However, there are definitely certain types of data that benefit from rapid on-the-go access, here are three of them. 1....
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I’m excited to announce that our latest product, Easy Campaign Member Status has been released in the Salesforce AppExchange. This tool expands upon the campaign management functionality within Salesforce allowing you to pre-define member status values based on the campaign type. If you have spent even a small amount of...
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One of the hardest challenges facing salesforce.com administrators is keeping their data clean. Our CRM systems have become complex and its not unusual to have data coming into the system from multiple sources and constantly being changed by users and system processes alike. In such a chaotic system, even with...
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One of the most common salesforce.com questions I get is “Why does this report tell me one thing, and this other one tell me something different.” In general the answer is always “the two reports are looking at different things”. Despite the fact that the reports are accurate based on...
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I’ve seen people approach Campaign organization in salesforce.com in several ways. Some consultants advocate a Campaign structure with multiple levels of Campaign hierarchy, but that approach may be unnecessarily complex for most organizations. You can achieve nearly all of the same benefits by categorizing your Campaigns using custom fields and...
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