When converting a Lead in Salesforce to an Account, Contact, and Opportunity, the default naming convention for the Opportunity Name is “Lead Company-”. Then when you amend after the dash a basic descriptor of what the opportunity is for, you have a well made Opportunity Name. This new name describes Who and What which can be great for Views or Reports. We get accustomed to the Lead Company getting automatically added, however when Opportunities are
Read more →Collabrax recently supported four Salesforce.com colleagues in building a school in Costa Rica. This was part of an initiative called Surf For Life that sponsors educational and community driven development projects in coastal communities. Salesforce.com’s involvement is driven by the Salesforce.com Foundation that is based on a simple idea: Leverage salesforce.com’s people, technology and resources to build collective knowledge and enable action to improve communities throughout the world. This is their integrated philanthropic approach called the 1/1/1 model. Nick
Read more →How often have you sent a mass email in Salesforce only to find the resulting Activity History record with a subject of “Mass Email:”? Not very descriptive, right? When building a new email template, there are several required fields: Folder Email Template Name Template Unique Name Encoding Subject As users, we then move on to the Email Body to complete our template and often skip over the Description field. When Salesforce creates the Activity History
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