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 allow users to see everything that the Dashboard itself can see. You can, of course, place your Dashboard in a folder that a User can't get into, and that will work fine to restrict them. But, if they have access to the folder, then the Dashboard will show them all. If the User clicks on the Dashboard item to view the underlying report, however, they will only see the information on that report that they are allowed to see based on permissions and their role in the heirarchy.
Salesforce calendar items not all syncing?
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 with this product."
Here's a great work around they suggested
Instead of scheduling a multi-day calendar item in Outlook, schedule a daily appointment recurrence in Outlook. So, if you're going to Dreamforce on Sept. 16-19th, you'd set up a single day appointment in Outlook for Sept. 16th that lasts from 8am-10pm. Then click the "Recurrence" button, and set the recurrence to "Daily", "Every 1 day", "End By 9/19/2007". Then Save and Mark for Sync. these individual items will now properly sync to your salesforce calendar.
Here's a great work around they suggested
Instead of scheduling a multi-day calendar item in Outlook, schedule a daily appointment recurrence in Outlook. So, if you're going to Dreamforce on Sept. 16-19th, you'd set up a single day appointment in Outlook for Sept. 16th that lasts from 8am-10pm. Then click the "Recurrence" button, and set the recurrence to "Daily", "Every 1 day", "End By 9/19/2007". Then Save and Mark for Sync. these individual items will now properly sync to your salesforce calendar.
Communicate with your Salesforce Users like they were Contacts
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 the User record page, there's no related list for Activities. That means, you can't just email your coworker (User) and then use the Outlook toolbar to "Add to Salesforce" like you would if you were emailing a Contact in salesforce.
Create an Outlook vCard of your salesforce Users
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, and put this code into the http://www.arrowpointe.com/dev/vCardBuild/vCard.php?
LastName={!User.LastName}&FirstName={!User.FirstName}
&Company={!Account.Name}&Title={!User.Title}&Street=
{!User.Street}&City={!User.City}&State={!User.State}&Zip=
{!User.PostalCode}&Phone={!User.Phone}&Fax={!User.Fax}
&Mobile={!User.MobilePhone}&HomePhone={!User.Phone}
&Email={!User.Email}&Website={!Account.Website}{!User.City}
That's all there is to it.
(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, and put this code into the http://www.arrowpointe.com/dev/vCardBuild/vCard.php?
LastName={!User.LastName}&FirstName={!User.FirstName}
&Company={!Account.Name}&Title={!User.Title}&Street=
{!User.Street}&City={!User.City}&State={!User.State}&Zip=
{!User.PostalCode}&Phone={!User.Phone}&Fax={!User.Fax}
&Mobile={!User.MobilePhone}&HomePhone={!User.Phone}
&Email={!User.Email}&Website={!Account.Website}{!User.City}
That's all there is to it.
Salesforce.com Personal Edition
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 data you can store, but other than that, you'll enjoy a lot of the same functionality that you are used to. Missing of course is the ability to have multiple people as users, but what do you expect for free. If you are in a job search, I highly suggest that you get a Personal Edition account and have it manage your job search for you. Just pretend all the Leads are new people you're networking with, and import all your current contacts from Outlook into the system. Convert any Leads that have job openings into Accounts/Contacts and create a new Opportunity to describe the opening. You can even email from within the free account.
Personal Edition is quite functional. It is very limited in how much data you can store, but other than that, you'll enjoy a lot of the same functionality that you are used to. Missing of course is the ability to have multiple people as users, but what do you expect for free. If you are in a job search, I highly suggest that you get a Personal Edition account and have it manage your job search for you. Just pretend all the Leads are new people you're networking with, and import all your current contacts from Outlook into the system. Convert any Leads that have job openings into Accounts/Contacts and create a new Opportunity to describe the opening. You can even email from within the free account.
How to add Notes & Attachments to a big set of Lead records
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 Leads, there's no way to just import the Notes onto the Notes section of the Lead record when you are importing using a salesforce import wizard. So follow these steps to get this accomplished (special thanks to jeff.lopezstuit on the salesforce community boards for helping out with this answer).
Step by step:
When you first import a csv of Leads, there's no way to just import the Notes onto the Notes section of the Lead record when you are importing using a salesforce import wizard. So follow these steps to get this accomplished (special thanks to jeff.lopezstuit on the salesforce community boards for helping out with this answer).
Step by step:
Use Offline Edition as a backup in case salesforce goes down
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 the event that salesforce goes down, what are you going to tell your sales team to do? They can't work , right? Their productivity goes to zero. Well, salesforce.com has an answer.
Although this tool wasn't designed to be used in the event of a salesforce failure, you can still use salesforce's Offline Edition to keep working if an outage occurs. The Offline Edition is designed to be used by travelers who are in and out of connectivity. They can install Offline Edition on their laptop, synchronize it with their live salesforce.com data, go get on a flight, and use Offline Edition to work on salesforce (stored locally on their laptop) as they are traveling, even when they don't have connectivity.
So, in the event that salesforce goes down, what are you going to tell your sales team to do? They can't work , right? Their productivity goes to zero. Well, salesforce.com has an answer.
Although this tool wasn't designed to be used in the event of a salesforce failure, you can still use salesforce's Offline Edition to keep working if an outage occurs. The Offline Edition is designed to be used by travelers who are in and out of connectivity. They can install Offline Edition on their laptop, synchronize it with their live salesforce.com data, go get on a flight, and use Offline Edition to work on salesforce (stored locally on their laptop) as they are traveling, even when they don't have connectivity.
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