Scaling Salesforce as You Grow, Part 4 [Tech Tips]

Scaling Salesforce as You Grow

In the previous post, I covered picklist collisions and properly matching the function of Salesforce.com fields with the time and granularity of the data in your instance. Today, I’ll conclude with a few notes about Activities, namely when they’re helpful and when they can bog you down.

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Scaling Salesforce as You Grow, Part 3 [Tech Tips]

Scaling Salesforce as You Grow

In my most recent post in this series, I covered considerations when setting up Multi-Select Picklists in Salesforce.com to ensure your organization can scale Salesforce.com in the future. What’s next?

Picklist Value Collisions: the “Both/And” Problem

Consider the following Contact Type picklist that might appear on a record:

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Scaling Salesforce as You Grow, Part 2 [Tech Tips]

Scaling Salesforce as You Grow

In the first post of this series, I covered considerations for approaches to the Owner field in Salesforce.com to ensure your organization can scale its use of Salesforce.com in the future. Today, let’s talk about another topic.

Multi-Select Picklists

Multi-Select Picklists are intended to allow Salesforce.com users to quickly grab multiple values of record categorization and apply them simultaneously to the same person or thing. They look pretty, and can quickly replace massive checkbox grids or a series of single-select picklists. 

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Scaling Salesforce as You Grow, Part 1 [Tech Tips]

Scaling Salesforce as You Grow

I often find myself in conversations with co-workers and clients about the things that we see as common “gotchas” when scaling Salesforce as an organization grows — especially in a manner that supports data longevity, accounts for changes in people and processes over time, and can be easily accessed and understood from the Salesforce.com Reports Tab.  Perhaps this series of blog posts is a more granular follow-on to an earlier blog post of mine, “Using the Right Tools for the Right Jobs with Salesforce.com.”

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So You’ve Hired a CRM Administrator…

So you've hired a CRM Administrator, how do you enable them to succeed?

In the opening article of this series we gave our impressions of what are the qualities of a strong CRM Administrator. Several others in the blogosphere have also contributed to this conversation, including Tal Frankfurt at Cloud for Good and Mike Gerholdt at ButtonClick Media.

I’d like to take a moment to talk about some of my own experiences and observations as both a technology manager and Salesforce.com consultant working with nonprofit clients varying in size and scope from a dozen employees to many national offices and site locations.

A lot of traits that cut across the posts mentioned above make strong cases for understanding how to identify people who might fill this role for your organization successfully. Too often, by my assessment, these folks are then quickly beleaguered and locked into a battle of both responding to CRM-related requests and explaining what they do to justify their role and responsibilities.

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