If you are a salesforce admin or developer trying to enable state and country picklists for your salesforce org, one of the challenges is to identify what the impact it would have in your org, how do we go about enabling it with and what actions can i do now to prevent problems? Having done this many times, my post below would help you make the right decision and get it done quickly.
Solutions to Fix Apex Heap Limits
Three Simple Tips To Cleaner Data
In an ideal world, the data in your CRM platform would be 100% accurate 100% of the time. It would mean Marketing could run campaigns and ensure the intended recipient actually receives the email or direct mail. Sales would be able to call on leads and contacts without running into wrong, invalid, or old numbers. IT/Admins wouldn’t have to look into purchasing more tools to ensure their database is clean and free of duplicate leads and contacts. Reporting and forecasting would be more accurate, time would be saved, productivity increased; the list goes on!
HEDA Architecture with Non-Profit Starter Pack
We find a lot of Colleges and Universities that have potential to utilize the Higher Education Data Architecture (HEDA) Framework for their instance of Salesforce.com. The first question I tend to hear from our clients in the Higher Education sector seems to always be, “We already have the Non-Profit Starter Pack (NPSP) installed in our instance of Salesforce.com, could we still install HEDA?”
3 Warning Signs for Universities using Salesforce
If you’re a university using Salesforce CRM for your enrollments and if you’re not using apps like TargetX or Enrollment RX, you might be tracking your prospective and registered students using the native Salesforce objects like contacts, accounts and leads. With my experience in implementing Salesforce for more than 25 universities, I have seen huge issues stem from this kind of customization which could impact you sooner or later.
Beginers Guide To Becoming An Effective Salesforce Admin
When I was asked to set-up salesforce.com there was no “how to” book or a copy of “Salesforce.com admin for dummies”. There were forums and google and a really helpful community that surrounded the platform. But, if you were like me and you like to figure things out on your own, these add-ons and apps for Salesforce.com should be your first tools on being effective.
Setting Up Marketing Cloud Quickly
If you are an university, you might be using Salesforce.com and have either started to implement or are currently using Marketing Cloud. One of the challenges I hear is trying to identify where to start, what components need to be used, and how to implement the campaigns involving campus visits or high school visits.