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Lead Status Values for Sales and Marketing

Lead Status Values for Sales and Marketing

by Luke Duncan | Dec 11, 2016 | Blog, Salesforce Best Practices

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...
The Finer Points of Funnel Metrics in Salesforce

The Finer Points of Funnel Metrics in Salesforce

by Luke Duncan | Nov 14, 2014 | Blog, Salesforce Best Practices

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 your...
Excel Date/Time Formatting for Salesforce Imports

Excel Date/Time Formatting for Salesforce Imports

by Luke Duncan | Sep 16, 2014 | Blog, Salesforce Best Practices

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...
Pre-populating converted status on lead conversion

Pre-populating converted status on lead conversion

by Luke Duncan | Aug 19, 2014 | Blog, Salesforce Best Practices

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...
Leveraging the Object Model in Salesforce Reporting

Leveraging the Object Model in Salesforce Reporting

by Luke Duncan | Jul 24, 2014 | Blog, Salesforce Best Practices

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...
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