8 Steps to Salesforce Success
Clients often ask us what can they do to help contribute to Salesforce success and a smooth and effective deployment. After 7 years and 700 plus projects we came up with eight general requirements for project success:
Listen to your Consultant
Client should follow the consultant’s advisement in implementing technology and changing business processes within scope. If client make changes without consent from consultant, it places the consultant in a reactive mode instead of executive mode. This interferes with project planning and methodology and may even force major adjustments to the project.
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 MoreAccess the Wealth Within – Uncovering Talent and Utilizing Technology
In her work with nonprofits Amy Quinn often refers to the “New Normal”. She believes, and has personally witnessed, how leveraging technology and the solutions and innovation it offers, can help organizations achieve higher levels of success.
In her Avectra blog post “The Wealth Within”, Amy urges organizations to focus less on what they don’t have, or can’t afford, and instead look within to uncover untapped resources and talent to bring innovation to their programs.
Read MoreAre Salesforce and Social Media, Well, Social?
Nonprofits often ask us at Idealist Consulting: Can I integrate my Salesforce database with [insert social media platform here]? The first question we ask after hearing this question is: Do you have a social media strategy? Without a strategy, it’s difficult to direct organizations to the right tools, and even more difficult to make Salesforce and social media work together properly.
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.
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