For Administrators

  • Salesforce Optimizer the New Tool in How Your Org is Doing
    August 30, 2017

    What Related Records Go Where with Salesforce Lead Conversion?

    In the Summer '17 release, Salesforce shared an update regarding Lead Conversion now operating the same across the Classic, Lightning and Salesforce1 interfaces when it comes to how related records and Files are handled. Essentially, when you convert a Salesforce Lead, there are four places that your related records and Files can be reattached

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  • Salesforce Campaign Member to the Rescue
    July 21, 2014

    Salesforce Campaign Member to the Rescue

    When looking back at how effective a Marketing Campaign was, I'm sure you are faced with the question "How many MQL's did this Tradeshow produce?" or "How many Leads did that Partner refer to our Webinar?". Well, the key to these questions lies in a hugely underrated Salesforce Object, the Campaign Member. The Campaign Member is a junction Obj

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  • July 10, 2013

    Why Your Business Should Be Excited About Lead Nurturing

    Your business has moved beyond the launch phase, when your most creative talents were focused on filling blank sheets of paper with ideas. Looking to ramp up and scale, your team has purchased a strong CRM system and a marketing automation platform to help manage your leads and run your operations, while you aim to work on the business. With c

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  • November 6, 2012

    Configuring the “Assign using active assignment rules” checkbox

    [caption id="" align="alignright" width="150"] photo by Gamma Man[/caption] There are certain behaviors in Salesforce that I classify as particularly pesky. Like the mosquito buzzing your ear while you sleep, kind of pesky. Invariably with these types of problems it becomes worth turning on the proverbial lights, hunting down the offending

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  • March 2, 2012

    6 Ideas to Consider Prior to Creating Lead Goals for Your Marketing Team

    Whether or not you believe the aphorism, "What Gets Measured Gets Done", lead volume is an important metric to most businesses. Measuring your lead volume on a consistent basis is critical to hitting business goals such as your Sales targets. A lead volume report is something the executive team expects at the end of the month, or often in the

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  • February 26, 2012

    How to Deal With Inactive Contacts in

    Out of the box, does not give us a way to flag Leads or Contacts as inactive, as ones that we should not market to or call any longer. Because we look to maintain accurate Account history and Campaign reporting, when a person leaves their company we don't recommend deleting their Contact record or changing the Account that the C

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