tag:blogger.com,1999:blog-348736992011-12-15T13:18:49.143-05:00Maniacal (but useful) ravings about salesforce.com, CRM, and Software as a Service (SaaS).ng30345noreply@blogger.comBlogger141100tag:blogger.com,1999:blog-34873699.post-39954329130518139872007-08-20T15:57:00.000-05:002007-08-31T10:06:59.023-05:00

Sometimes this is as not as easy as it might sound. Just go to Setup>Manage Users>Users and then select their name right? All you have to do is uncheck the "Active" box right? Then you get hit with that error dialog telling you that you can't remove this user because they are in the default lead assignment rules. Or, if they are listed as the system default user who is to be assigned any

ng30345noreply@blogger.com3tag:blogger.com,1999:blog-34873699.post-11068446397110630902007-08-18T14:16:00.000-05:002007-08-18T14:22:56.138-05:00

Are you a seasoned salesforce.com admin or developer? There's a new service called "Hire On-Demand" that specializes in hiring experienced people. It doesn't matter where you live, there may be a company seeking your skills. I found out about the service after being contacted through salesforce.com's Connect on Demand site. Apparently, the service was started by a former salesforce.com

ng30345noreply@blogger.com1tag:blogger.com,1999:blog-34873699.post-36511650246024812662007-08-14T13:22:00.000-05:002007-08-14T15:57:18.361-05:00

Ever had an employee go bad? Ever learned that an employee got fired on Friday, but no one told you to remove their salesforce access until Monday? I am always surprised when this happens, but, it does happen. Recently this scenario happened to me. Some genius decided to fire a senior executive, but not tell me about it for 2 days. That left me wondering if he had done anything in salesforce

ng30345noreply@blogger.com2tag:blogger.com,1999:blog-34873699.post-5925258983852213712007-06-20T09:23:00.000-05:002007-06-20T09:48:48.042-05:00

If you use Outlook Edition to add emails to salesforce, then you should take notice of the other tabs that are available after you click the "Send and Add" button from within Outlook. Most of the time, people just click the "Send and Add" button, locate the contact in salesforce and submit. However, there are some other helpful tabs on that dialog box that you should check out. Note the "

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-45822430953145585732007-05-31T09:23:00.000-05:002007-05-31T09:42:57.703-05:00

Ever have a bunch of leads to import to salesforce, but you don't want your reps to get their grubby little paws on them yet? Maybe you have more information you want to be able to add to the leads before the reps get them, such as some notes you'd like to add so that all the information about the lead is complete. I commonly need to upload a list of tradeshow leads, but then I need to

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-56180061475056874962007-05-25T14:42:00.000-05:002007-05-25T14:57:14.081-05:00

If you want to restrict access to an entire tab in salesforce from some of your users, you might start by editing their Profile and setting their tab permission for that object to "Hidden".They won't be able to see the tab at all, and they won't be able to over wright your settings. However, if they visit a record, they still will see the data associated with that tab in the record related

ng30345noreply@blogger.com1tag:blogger.com,1999:blog-34873699.post-50346172402145502242007-05-16T20:24:00.000-05:002007-05-16T20:32:12.857-05:00

When you create a Dashboard in salesforce.com, you may be under the logical impression that Users who view the Dashboard will only see data that their Profile permissions and Role allow them to see. After all, dashboards are generated off of custom reports in salesforce, and, the User can only see the data on a Report that they are allowed to see. However, Dashboards are different. Dashboards

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-16548895367062742922007-05-04T08:17:00.000-05:002007-05-07T08:42:38.093-05:00

If you use Outlook edition and mark some of your Outlook calendar items for sync to salesforce, you'll soon find that it won't sync multi-day calendar items. Here's what salesforce support has to say: "With Outlook Edition 2.0, you cannot synchronize events that have a duration of longer than 24 hours. Multi-day events that are created as a single event of a long duration are not supported

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-56713823748494619252007-05-03T15:23:00.000-05:002007-05-17T14:01:09.549-05:00

Ever want to email a coworker about an Account or Project you're working on, but, you'd like to use salesforce to track all that communication and activity? Maybe you're collaborating on a customer, and you need all your emails between you and your coworker to show up on that customer's Contact record. Since that coworker is a salesforce User, you'd think salesforce would let you do that. But, on

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-83758220772981385422007-05-01T09:04:00.000-05:002007-05-01T09:10:54.850-05:00

Ever want to grab an Outlook vCard of your Users in salesforce? Here's how.(Note, if you search the AppExchange for "vCard" you can install this custom link for your Contacts and Leads page views, but it doesn't offer to put the custom link on your Users page layout).Go to Setup>Customize>Users and select "Custom Links". From there, name your custom link, select "URL" in the Content Source box,

ng30345noreply@blogger.com2tag:blogger.com,1999:blog-34873699.post-49395531367685686612007-03-12T15:26:00.000-05:002007-03-12T15:34:06.942-05:00

Personal Edition is free. Did I miss something? Yes, believe it or not, salesforce.com Personal Edition is free. I somehow missed that fact. But, when I went into job-search mode, as I did recently, I was looking for a free way to track all my job leads, contacts, and opportunities (hereby renamed to "Job Opportunities").Personal Edition is quite functional. It is very limited in how much

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-1160148461933394152006-10-06T10:21:00.000-05:002006-10-26T10:25:53.436-05:00

After having imported a large set of tradeshow Leads, I find myself faced with the task of then separately needing to import handwritten notes onto many of the Lead records. These notes were written down by our booth staff as they talked to customers on the tradeshow floor. I like to add Notes like this to the "Notes and Attachments" section of the Lead record.When you first import a csv of

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-1159905990499359222006-10-03T15:06:00.000-05:002006-10-03T16:30:20.900-05:00

It isn't often, but there may be a time in the future when salesforce.com goes down. I know, I know.... you're thinking "Never, no way, never happen" and all that stuff. But, there's no way that any software as a service provider can stay up 100% of the time. Just like there's no way that any in-house, hosted CRM solution that your own company maintains could stay up 100% of the time.So, in

ng30345noreply@blogger.com0tag:blogger.com,1999:blog-34873699.post-1159491639934324902006-09-28T19:55:00.000-05:002007-05-17T16:02:30.862-05:00

Here's the situation. For the hundredth time, you are handed an xls spreadsheet with all the leads from the last tradeshow that your company attended. You need to get them in salesforce, without creating duplicates. Some of them are duplicates, you just know it. Some are existing Leads, and some are existing Contacts. Did I mention that your company is not going to buy you that great dedupe

ng30345noreply@blogger.com2