Whether you are just starting out in Salesforce or you have been doing this for while, you are bound to have heard the phrase "Email-to-Case", but what does that really mean? In the Salesforce ecosystem that means that an email gets sent to a Salesforce generated email address that is setup using a forwarding system, and … Continue reading How to setup Email-to-Case using Gmail
Tips & Tricks
A quick guide to setting up Lightning for Outlook
Recently I posted a comparison blog about the differences between Salesforce for Outlook and Lightning for Outlook, Salesforce's two products that are designed to make your sales guys work more efficiently right out of their email client. Similarly to Salesforce, my winner in the race was Lightning for Outlook. After switching users from Salesforce for Outlook … Continue reading A quick guide to setting up Lightning for Outlook
How To: Custom Report Types
Have you ever had one of those days where you needed a report but no matter which way you turn the ones native to Salesforce, you couldn't get what you wanted? Well if you have, Custom Report Types may be the answer. Custom Report Types are found in the Setup section of SFDC and are … Continue reading How To: Custom Report Types
Mass Download Attachments (Tool)
As many of you are aware, shortly (winter '18) Salesforce will require all of its users to use Files as they are phasing out Attachments and Notes. While Salesforce is doing a nice job of releasing a tool in Summer '17 to handle conversion of Attachments to Files, they still have not handled how to … Continue reading Mass Download Attachments (Tool)
How To: Sharing Settings on Junction Objects
How do you allow a user to create and edit on a Junction Object who does not own either of the Master related objects, without using Sharing Rules or Teams?
How to: Rollup Summary of Contacts on Accounts
We have all run into this issue... the desire to know how many Accounts have "x" number of Contacts associated to them. Whether it's for Lead generation or just a desire to know, Salesforce has done a good job of being able to easily obtain this information. Salesforce has a field called Rollup Summary, however, … Continue reading How to: Rollup Summary of Contacts on Accounts
Using Process Builder for Cross-Object field update
Say you have a university who is tracking the possible professors up for tenure. They have a Shortlist (object 1) and their Final Selection list (object 2). Both lists are maintained on an annual basis (1 year = 1 opportunity). The university likes to be able to look back at the shortlist to quickly see … Continue reading Using Process Builder for Cross-Object field update
Using Chatter to Track Changes
By now everyone is probably using the History Tracking feature that comes on both standard and customs objects (if you aren’t, jump down to the bottom of the page to get a quick how-to). This feature is awesome for being able to run reports, although there are some ideas for improvements. While this is a … Continue reading Using Chatter to Track Changes
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