by Luke Duncan | Dec 11, 2016 | 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...
by Luke Duncan | Nov 14, 2014 | 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...
by Luke Duncan | Sep 16, 2014 | 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...
by Luke Duncan | Aug 19, 2014 | 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...
by Luke Duncan | Jul 24, 2014 | 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...
