Salesforce Tips Archive

May 14, 2012 @ 10:03 pm

Strategies to pass Developer and Admin certification within a month

Strategy To pass Admin and Developer certification courses for Salesforce. If you are a salesforce administrator or developer or a consultant, one of the goals which you have on the back of your mind is… read more

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March 7, 2012 @ 8:09 pm

Solution to manage your pos data from different distributors to your crm

As a Manufacturer or retailer, It is always time consuming to manage different pos data from different distributors and resellers. Each distributor would be sending you different file formats of orders and some of them… read more

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March 2, 2012 @ 8:55 pm

Best practices for integrating external saas applications with salesforce

As a software vendor selling a Web based saas product , there is always customer requests on integrating  your application with salesforce. All of your current customers use sales cloud or service cloud of  salesforce… read more

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February 15, 2012 @ 8:54 pm

How to create SLA reports using salesforce crm for software companies.

For software companies or SAAS solution providers, it is very important to meet the SLA for the customers and send compliance reports to customers on a monthly basis which would result in increased customer satisfaction… read more

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February 9, 2012 @ 11:12 pm

How to handle huge data in Salesforce and avoid governor limits errors

For salesforce  users using the customer or partner portal or as a salesforce administrator,  when we import high volume of records say 50,000 to 1Million records, the soql query limit issue keeps popping out on… read more

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February 3, 2012 @ 7:49 pm

How to analyze, categorize and track accounts, opportunities and cases using salesforce crm.

After using salesforce enterprise edition for a long period of time , it is always painful when we need to categorize our accounts or report on missing accounts with no opportunities or opportunities with no… read more

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February 3, 2012 @ 4:42 am

Salesforce tip of the day- 2/2/2011

Salesforce tip of the day. How to email a report on opportunities where  there is no activity done  for last 30 days in salesforce? The easiest  is just create a Report of Open Opportunities with a… read more

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January 25, 2012 @ 10:36 pm

How to calculate ROI on tradeshows using salesforce crm.

Tracking ROI for tradeshows Using Salesforce crm As an organization using salesforce crm, a lot of businesses spend a lot of  money and time on Industry Trade shows. Sales reps get into touch with a… read more

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January 12, 2012 @ 5:18 pm

Managing Fixed length contracts,Tenders with recurring sales every month for manufacturers..

Tracking Monthly Orders/Tenders with A Fixed Contract in Salesforce As a contract manufacturer or supplier, sales are done on a fixed contract bid amount for a defined period of time. Every month orders are placed… read more

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January 5, 2012 @ 4:03 am

How to manage, track relationships for better outcomes using salesforce..

For healthcare service providers or pharma companies, maintaining relationships with partners like physicians, non profits and external companies is very important to grow there business. So the challenge is how to implement relationships, tracking them… read more

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