Understanding the latest Salesforce.com enhancements is critical to get the most value for your organization. Below are the changes that the Winter 14 release of Salesforce.com that we at Cirrius Solutions think sales management should be aware of or might want to leverage. We are most excited about the enhancements to Analytics and the introduction [...]
We have many clients who couldn't make sense of all the documentation surrounding the Salesforce Approval process. Below are some simple steps to follow while creating an approval process. An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to [...]
Some level of data migration from legacy systems is needed in almost all CRM projects. Data migration best practices should be used when planning your migration as your data is the key to making good decisions. The importance of good data quality should not be underestimated since poor or incomplete data can lead to a [...]
The number one question I hear when dealing with clients have both business and consumer data to Salesforce is, “Should we turn on Salesforce Person Accounts, we heard this was risky?” There isn’t a perfect solution to the problem, but we have worked with the Salesforce product managers to address our concerns and successfully rolled [...]
The reach of Information Technology has extended in most of the domains and fields of human intervention, ranging from Automation to Weather Forecast. But one of the most important fields where IT has created a revolution is Medicine. Technology has certainly defined the narrow line of control between life and death by improving the quality [...]
Salesforce trending reports are new in the Winter 14 release. This article is an example of how to create a trending report that shows only records where the Status changed "Yesterday" so that you can filter out the noise of unchanged case records. 1. From Setup, click Customize | Reports and Dashboards | Historical Trending. 2. [...]