Scaling Salesforce as You Grow, Part 4 [Tech Tips]
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.
Read MoreDoes a Checkbox Give You Accurate Data? [Tech Tips]
To checkbox or not to checkbox, that is the question. Checkboxes have many advantages, especially for system administrators. They are generally the fastest and easiest fields to create, and they are preferred when creating field dependencies, formulas, and workflows. They also facilitate quick data entry and make reporting easy. But do they really give you accurate data?
Read MoreScaling Salesforce as You Grow, Part 3 [Tech Tips]
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:
Read MoreScaling Salesforce as You Grow, Part 2 [Tech Tips]
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.
Read MoreScaling Salesforce as You Grow, Part 1 [Tech Tips]
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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