We are pleased to present below all posts tagged with 'Salesforce'. If you still can't find what you are looking for, try using the search box.
Habit 1: Chart Your Journey
Before you begin your project, define what a successful project will look like, and you have set yourself up for success from the start.
We're hitting the ground running at a full-tilt boogie this year. Bolstered with knowledge and the hands-on, end-user friendly platforms your company craves, we'll prove what technology is capable of.
Salesforce 1 was recently announced at Dreamforce ‘13 and this app will make you love being out of the office! It gives you easy access to your data with a great mobile user interface. There are a lot of new features / areas to this new app and we will only begin to scratch the surface with this blog but I wanted to give you a tour so you can have some insight before you begin to use it.
Even though Salesforce.com enables users to create multi-select picklists directly from the user interface, they do not offer organic functionality for reporting on these types of fields. In order to break out the multi-select picklist field to report on each option selected, we created formula fields for each option (or “topics” in this case) to summarize through reporting.
The primary reason for this blog post is to share what our experience (aka the real world) has taught us on how to practically implement Business Intelligence (BI) for our clients. I’ll do my best to keep this short-and-sweet, because in all honesty there’s plenty to say on this topic, and enough BI buzzwords and statistics to confuse the entire island of Manhattan!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.