How to keep just one (or a few) Accounts Private in Salesforce

Salesforce’s security model is pretty flexible, but it’ll take a little (but not too much) work if you want to set it up so all of your accounts are publicly available except for a few. First, create a new check box field called ‘Private’.  If an account should be private then we’ll check this button.  You may want to control … Read More

3 Fields Every Sales Organization Needs

Whether you’re dealing with Leads, Accounts or Opportunities keeping in touch with the folks associated with each is key to a successful sales organization.  Salesforce provides a rather odd field called ‘Last Activity’ for leads, accounts, and opportunities that is the last date an activity was conducted with the entity. It’s odd because, while it’s available for user in list views … Read More

Why you should never click the ‘Log a Call’ button in Salesforce

This seems counter-intuitive, right? The CRM mantra is, “If it isn’t in Salesforce it didn’t happen.” Well, you should still log your calls in Salesforce, but instead of using the Log a Call button in the history related list, we should be using the Quick Action in Chatter. That is accessed from the Chatter Feed, then More and Log A … Read More