salesforce.com

What can Manage Users permission do? - Story From: Popular Ideas

I had a question come up yesterday regarding what the Manage Users permission on a profile actually enables a user to do. It turns out that it allows a user to do a lot of things and should only be given to a select few users in any org.If a subset of...

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The Quick Email Button - Story From: Popular Ideas

...or, mastering the black art of URL hacking the email page.  Sending an email from Salesforce.com can be a clicky operation.  You dig around for the Send An Email button, click it, click Select Template, find your template and click it, maybe type ...

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The Service Cloud Console – Working with Buttons and Links - Story From: Popular Ideas

Many folks have reached out to me asking about the behavior of custom buttons in the Service Cloud Console. While there is no automatic translation of behavior for these buttons in the Console , it can be done. For example, clicking on a button to ope...

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Formula For The Email-To-Case Thread Id - Story From: Popular Ideas

The following formula pasted verbatim into a custom formula field on Case will produce the thread id that Email To Case uses:"[ ref:" & LEFT( $Organization.Id , 4)  & IF (MID ($Organization.Id, 5, 1) <> "0", RIGHT($Or...

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The Contention-Proof Accept Button Code - Story From: Popular Ideas

{!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")}var records = {!GETRECORDIDS($ObjectType.Case)};var userId = "{!$User.Id}";if (records[0] == null){ alert("Please select at least one case")} else { //Get more info on the c...

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Assigning Cases According To The Email Address From Which They Originated - Story From: Popular Ideas

A customer asked an interesting question recently, which was:I have multiple email addresses that correspond to different divisions of my company. How do I assign cases to these various divisions according to which email address the original email arri...

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A Round of Applause to our Salesforce MVPs - Story From: Popular Ideas

At Dreamforce 2010 we launched the Salesforce MVP™ program.  This program recognizes exceptional individuals from the Salesforce Community & Social Media channels for their leadership, knowledge, and ongoing contributions.  They are the ones t...

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Small Enterprises Take Advantage of Cloud Based CRM Software - Story From: Commence CRM Blog

Small to mid-size enterprises have been using some form of CRM software for almost two decades. Once labeled contact management software, customer interaction software and collaborative groupware, the business objective behind these software programs was primarily the same; to capture, track and manage customer information.  In addition to similar functional capabilities these software programs also [...]

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PRM Learning Center - Story From: Popular Ideas

The PRM team has put together a collection of training and instructional content to answer common customer questions and teach Salesforce.com admins how to make common Partner Portal and Salesforce to Salesforce configurations.   PARTNER PORTAL - Get...

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What Cloud Apps are of Most Interest to Salesforce.com Customers? - Story From: Recent Ideas

Global salesforce.com customers spoke out in a recent survey about the types of applications they are hoping to run in the Cloud. If you are a Developer or ISV looking to create a new cloud app, then check out the graphic below to see which horizontal ...

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Service Cloud Basics: Auto-Response Rules - Story From: Popular Ideas

Every now and then I like to use this blog to take our readers back to basics and visit parts of the Salesforce.com application that they may have overlooked.  Today's topic is none other than good old Auto-Response Rules.Auto-Response Rules are a...

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The Service Cloud Console: Where’s my Home Tab? - Story From: Popular Ideas

The Service Cloud Console was designed for high volume call centers (Tier 1 customer service/ Tier 2 & 3 product support). In these environments, agents work primarily on the Case and Contact entities, moving quickly from one call to the next. Much...

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Autocreating A Contact From Web To Case Or Email To Case - Story From: Popular Ideas

Today's post is not for everyone.  There's a very good reason why Salesforce.com does not autocreate contacts from Web To Case or Email To Case, and that reason is that one generally does not know enough about the person to associate him or he...

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The power of One - Story From: Popular Ideas

The power of 1 – counting many things, one by one. A lot of reporting is often about counting. But when you use summary reports in salesforce.com and count, you’ll mostly get the same number. For example, if I have 5 Accounts each with 5 ...

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CRM Product Review – Commence Making Impact in CRM Software Market - Story From: Commence CRM Blog

The CRM software industry has been dominated by the marketing presence of companies like Microsoft and Salesforce.com, but a new lesser known player has emerged and is in fact challenging these industry giants in the mid-market and small enterprise sector with a comprehensive cloud based CRM solution that offers some unique CRM functionality is easy [...]

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Mass Edit profiles using Enhanced Profile List Views [Profile Best Practices] - Story From: Popular Ideas

In an earlier blog, I discussed the importance of naming and using a profile's description.  What I find talking with admins is that they really need a way to compare and surface more of a profile in order to make informed decisions as well as upd...

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Salesforce to Salesforce – Self help guides for customers - Story From: Popular Ideas

I have updated this post with all the new features we've released with the Spring '10 release. Please note some of the features will not be activated until February 24th (after all instances are upgraded). (Spring '10) Opportunity Subscrip...

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Commence CRM Scores Big with Account Rating System - Story From: Commence CRM Blog

Commence Corporation, a leading provider of on-premise and cloud based CRM software is winning new business by demonstrating that all CRM systems are not alike.   Designed specifically for mid-size companies and small enterprises Commence takes CRM software to a whole new level offering several unique features that have proven to offer exceptional value to Commence [...]

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Winter ‘12 Sandbox Preview Window Instructions - Story From: Recent Ideas

The salesforce.com Winter ‘12 release is quickly approaching and soon you'll be able to take advantage of exciting new features and functionality! As a Force.com Sandbox customer, you have the opportunity to get early access to Winter ‘12 in yo...

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We’ve Moved… Check Our New Blog - Story From: Recent Ideas

Today we officially made the move to a new blogging platform to provide a world-class user experience. Visit http://blogs.salesforce.com to check it out. This will be a phased migration so you'll still be able to find old posts by searching googl...

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