If you want to display the “Total Number of Contacts” for each “Account” in Salesforce on the Account page you can not use the Roll Up Summary field. The Roll Up Summary fields on contact are not supported on Accounts. We have used a Trigger on the contact object to  find the sum of the number of contacts which are there in an Account. [Read more…]
posted on June 1, 2013 by
Salesforce.com Company Communities – Create an engaging employee experience
Salesforce.com Company Communities is the new offering announced by Salesforce.com on May 30 2013. The Salesforce.com Company Communities will be available in second half of 2013.
Salesforce.com Company Communities will help companies create a custom intranet that connects employees in real-time to the content, people and apps. The Salesforce.com Company Communities will be accessible from anywhere and from any device. The Company Communities from Salesforce will enable companies to create a great intranet experience for their employees. [Read more…]
posted on May 1, 2013 by
Salesforce.com Professional Edition V/s Enterprise Edition
Many organizations want to compare and exactly the key difference between Salesforce.com Professional Edition V/s Enterprise Edition. If you are planning to go for Salesforce.com as your Enterprise CRM – you must consider reading this article for clarity on key benefits of Enterprise Edition over Professional Edition.
When buying the decision to select the edition usually falls in the hands of business or purchase staff of the organization – who invariably believe that the requirements of their organization are very simple. Many of the enterprise customers even believe that the requirement can be met even by Group Edition. However a little understanding of the Salesforce.com features may reveal otherwise.
Here are the key Features of Enterprise Edition which are not available in Professional Edition include:
posted on January 20, 2013 by
Apex and Visualforce syntax highlighting in Notepad++
If you prefer to write your Apex and Visualforce code outside Salesforce.com or Force.com IDE – you may find tough time in finding the right code editor. I have not come across any other code editor that supports programming languages Apex and Visualforce.
Considering the fast growth of programmers working on Apex and Visualforce I am sure very soon we will have code editor programs supporting the Apex and Visualforce. [Read more…]
posted on January 14, 2013 by
Use Formula Field IMAGE function to highlight process status in Salesforce.com
Often customers want to highlight the status of process and alert  users to take corrective action before it is too late. There is nothing better than a visual field that gives you the process health – Red, Yellow or Green. This can be especially used to highlight the leads that are not acted upon or the opportunities that are stuck.
Use Formula Fields to Highlight Process Status
posted on January 1, 2013 by
CRM Resolutions on New Year
Here are our CRM Resolutions on New Year. Many of us make lot of resolutions – personal or for business. But how many businesses make the CRM resolutions? Customers are key to your business – and despite that they are one of the most ignored stakeholder when New year resolutions are made.
Here is our list of Customer Relationship Management or CRM Resolutions on this New Year. [Read more…]
posted on July 20, 2012 by
Salesforce.com Summer 12 New Features for End Users / Functional Enhancements
Salesforce.com Summer 12 has been released recently and there are some of the new features that are noticeable. In this post we will discussing about some of the new features that may be of interest to ‘End Users’.
General Enhancements
- Chatter Messenger: Chatter Messenger allows people in your organization to chat securely with people in Chatter without using external chat clients.
- Upload Multiple Files: In Summer ‘12, you can upload multiple files at the same time from the Files tab and Drag-and-Drop Files. [Read more…]
posted on July 18, 2012 by
New / Improved Radian6
Salesforce.com has announced the New / Improved Radian 6 today. Riding high on the Social CRM wave Salesforce.com, which acquired Radian6 in 2011, has announced major improvements in the product.
Radian6 is a social media monitoring platform that monitors what your customers and prospects are saying about your company on Social Media. The new capabilities announced by Rob Begg, VP of Marketing for Salesforce Radian6 yesterday help companies effectively make sense of what people are talking. [Read more…]
posted on November 25, 2011 by
Using Google Docs for Small Business CRM
More and more small businesses are beginning to implement customer relationship management (CRM) software. It is an extremely useful tool for managing customer interactions and tracking sales prospects. In this article we will be discussion about how we can use Google Docs for Small Business CRM?
Companies interested in CRM have two options: [Read more…]
posted on June 11, 2011 by
Mass Transfer of documents to another user in Google Docs?
Want to Mass Transfer of documents to another user in Google Docs? This was a common question asked by many customers  and prospects – and it is a genuine need to transfer all the documents to another person if the employee is leaving the organization.
Today Google has launched a new feature where administrators can transfer all the documents of one user to any other user. [Read more…]
