That serie of videos named: WHO SEES WHAT is excelent:
And the next on line courses:
Online course: Administration Essentials for New Admins and Administration Essentials for the
Other helpful resources:
Online course: Analyze Your Data with Reports
Online course: Configure Salesforce with Custom Fields
Online course: Customizing Profiles to Align with Your Business Needs
Online course: Getting a Head Start with Chatter
Online course: Getting Started with Managing Data
Online course: Managing Users and Troubleshooting Login Issues
Online course: Summarize Your Data with Dashboards
Could anyone tell me what's this new green counter in Salesforce1?
Is it possible to capitalize the first letter in a field? The field is First Name. I don't want to enforce this, but rather upon tabbing off the field, capitalize the first letter. Similar to the Phone # fields, which automatically format.
With the assumption that you have Workflow Rules on your edition(with ref. to old questions), here you go:
- Setup | Create | Workflows & Approvals | Workflow Rules.
- New Rule.
- Select the Object.
- Evaluation Criteria: created and every time it's edited.
- Rule Criteria: formula evaluates to true.
LEFT(FirstName, 1) <> UPPER(LEFT(FirstName, 1))
- Save & Next.
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update.
- Select the Field to Update: FirstName.
- Select User a Formula to Set the new Value.
- Click Show Formula Editor.
MID(FirstName, 2, LEN(FirstName))
As per this API, it is designed by Salesforce to return up to the first 2,000 report rows only.
I have a number of admins reporting in to me at different stages of their personal development regarding SFDC Admin. They are all stufying for ADM 201 accreditation and I am looking for some ideas for practical exercises for them to undertake in our sandbox to help them prepare. Other than the AW computer examples linked to the Premier Training Catalogue, has anyone created or found an online curriculum that Admins can use to
a) improve their confidence and competence
b) help them prepare for the ADM201 certification
Stephen, Look no further than:
In my personal opinion, this is the best study guide that a learning admin can use to hone their salesforce skillset. It's highly informative and fun to work with. Select the trails based on your requirements and get going! I highly highly recommend it.
However, it does not show in all tabs view...
I upgraded the App to no avail.
Assuming you are the system administrator, can you navigate to Setup -> Manage Users -> Profiles -> System Administrator ?
Go to the Volunteer Jobs Object settings and make sure that the Tab Settings are Default On and not Hidden. Give other permissions on this page (Read/Create/Edit/Delete), as needed.
If it's Default On, you should be able to see the tab on the All Tabs page.
This user travels and is going to Chicago to meet with prospects. A week before he leaves he wants to pull a list of all of his accounts in Chicago with certain criteria (no problem there), but then of that list of 100 accounts he wants to hand pick out 2-5 accounts that he doesn't want to call on. He then wants to save the list of 95-98 accounts as Chicago trip list.
I have 3 people that need to do the exact same thing every week.
I don't know how he can hand pick out the 2-5 he doesn't want and then save the reduced list as another name.
However, I have another suggestion...create campaign for each trip (or 1 campaign that they just refresh for each trip). Create the initial list and add those people as members to the campaign. Your reps can go through and manually remove the 2-5 accounts they don't want to call on. Then, as they travel, they can easily update the campaign member status as a reminder as to who they have visited so far (if that is needed) and potentially track the effectivness of each trip - i.e. campaign. This method might also be cleaner, doesn't require any custom fields, and uses standard Salesforce functionality. I fully support Yana's suggestion too as your use case will probably determine which method is best.
For some reason, the new value is still not showing up when I go to edit the field at the account level. Is there anything else I may have missed??
I'm exploring different options surrounding parent accounts, and I'm wondering if anyone in the community has considered using custom objects to allow for a many to many relationship. I work for a marketing software company that sells directly to brands and also sells to the ad agencies that represent them (those agencies are basically a parent). It's important to keep track of the relationships between them so we can identify who the decision maker is in their relationship.
I'm considering buidling a joint object that would join Accounts to a custom Parent Accounts object. Has anyone ever gone down this path? Thankful for any and all advice!
Definitely not unusual either way
In a prior job I did this for the Sales department of a TV station. We had a custom junction object for Account to Account as a many to many, but we labeled one side Agency and one side Advertiser. We then had two Record Types (obv Agency and Advertiser), and did a filtered lookup on both sides to ensure people didn't start linking Advertisers to Advertisers.
Hard part with many-to-many is always reporting. Make sure you understand and are ok with all the impacts first. What we did recently was a similar exercise, but then we also tagged one "parent" the primary in the junction object, and then "stamped" that parent in a hidden lookup field on the child - thus giving us a "parent for reporting purposes" even though it was a many-to-many.