5 Cool Salesforce Summer ’14 Upgrades
Summer '14 has arrived, and it's time to unpack the 338 pages of release notes! The Summer '14 release is loaded with new features and new upgrades to the existing functionality within Salesforce. In this blog post, we will be looking at five of the areas where new features and upgrades were implemented with the new release. First, before
What’s Here and What’s Missing: Salesforce Forecasting
Forecasting is not a widely used out-of-the-box feature of Salesforce customers worldwide, but with the new Multiple Forecast Types in Spring '14, as well as other recent enhancements, it's really worth another look! This is especially true for sales organizations that want to have target versus actual information and/or the ability for sales
Become a Certified Salesforce Administrator!
Spring has Sprung! Salesforce Spring '15 is in now in full swing, and as part of that, the updated Certified Administrator exam Spring '15 study guide and Spring '15 Release notes are now available. What this means is that we know where to focus our studying efforts and subject matter deep dives. In addition, Salesforce has a tremendous
How to Understand Sales Results: Dashboard Dynamism & Filters
The Salesforce Spring '14 release is upon us, and includes a new feature related to Dashboard Filters (which I'll discuss below) that reminded me how useful Dashboard filtering can be for sales managers, and is especially true when you want deeper sales results insights from a single dashboard with just a few clicks. Dynamic Dashboards By no
Historical Trending: New Salesforce Feature to Coach Your Sales Team
Following up on Brian’s excellent post on the Top 5 Sales Cloud Features in Salesforce Winter ’14, I thought it would be valuable to drill into one of the new and powerful Winter '14 features - Historical Trends Reporting (Winter '14 release notes p., 192). As any good Sales Manager knows, things change during the lifecycle of a deal - sta
Business Intelligence and Salesforce Report Formulas: Quarter-to-Date Weekly Average
Do you ever get frustrated trying to coax a calculation out of Salesforce that you know should be possible, but feel like you can't quite get to without special business intelligence app add-ons, or worse, manually calculating in Excel? Ever felt your hackles rise when someone describes Salesforce Reporting as more of a 'Dark Art' than what
Use Salesforce Custom Summary Formulas to Track Target vs Actual?
Is Salesforce's Forecasting functionality too frustrating or heavy for your Sales KPI needs, but you still need to report actual versus target sales results? Don't want to purchase and install an app from the Appexchange to provide what feels like fundamental functionality? Well then, look no further than Salesforce's out-of-the-box custo
Is it Magic? No, it’s forecasting!
In Winter ’12, Salesforce unleashed Forecasting 3.0 in order to try to charm Users worldwide into a new relationship with the New! Improved! Forecasting. Up until now, both the (old, old) Forecasting and Customizable Forecasting have been under-utilized due to perceptions of over-complexity and inflexibility. Will you fall under the
That is True Salesforce Knowledge
To quote the revered Confucius, "To know what Salesforce Knowledge we want others to know, and what knowledge we do not want others to know, that is True Salesforce Knowledge." Okay, it's true I'm paraphrasing here, but I'm often asked what tools are at the disposal of an Admin, or when I'm setting up Salesforce Knowledge for a client,
Hustle & Salesforce Flows
It’s getting hard out here for a Developer. Up until this point, an Advanced Administrator who knew Apex, API, and seven other Developer words could pass the Developer Cert and become a not-really-bona-fide Developer with a shiny Salesforce.com Certified Developer badge next to his or her name. Now, along comes Visual Workflows or