Hopefully you are already using the emailing capabilities of salesforce.com to not only streamline and automate your email processes, but to capture relevant records of all your client communications! Last ...
Creating an email letterhead is the first step toward fully harnessing the power of email from within salesforce.com. If you are not already using email within (or integrated with) your ...
Have you ever wished you could import and export all of your salesforce.com data without firing up an external application or digging out your security token? Have you ever encountered ...
One of the most impactful things you can do in your salesforce.com to increase adoption, satisfaction, efficiency, and productivity among your users is to give your page layouts and related ...
The number one Salesforce.com data quality complaint at most organizations is duplicate accounts and contacts. Without safeguards in place, it can be all too easy to add duplicate records. When ...
"None of us is as smart as all of us" - Ken Blanchard 10 - Salesforce.com helps organize User Groups all over the world. Search for a meeting near ...
Last week, Cloudy demonstrated how to set up a simple Roll-up Summary field in your Salesforce.com org. If you are already using Roll-up Summary fields, you know how useful ...
Roll-up Summary fields are a way to view accumulated data from Detail records on a Master Record in Salesforce. The Roll-up can calculate sums, counts, minimums or maximums. A Rollup ...
Last week Cloudy explained a little bit about the Salesforce.com Foundation and how it supports Nonprofit and Higher Education organizations by providing ten free Salesforce.com user licenses. What could ...
If you work at a nonprofit organization, you know all about doing more with less. When the economy is down, you don’t have the luxury of scaling back for ...
