This is the second part to the tutorial I presented last week about Automatically filling in the Account Name when entering the Opportunity Name. This tutorial will go into a little detail about the structure of a Salesforce URL and I’ll explain the code that we used last time.

As a best practice, Saleseforce.com recommends that you prefix your opportunity names with the corresponding account name. Let’s say you have a sales opportunity for 50 widgets under the ABC Company account. The opportunity should be named:

“ABC Company - 50 Widgets”
This just makes it easier when you see an opportunity in a report or the [...]

I’ve done Saleforce.com consulting for many small businesses and the thing that I realized is that many small business have little to no process at all. Therefore when it comes time to implement Salesforce.com, owners have a difficult time understanding the basic concepts and are reluctant to change.
I found with the larger companies I [...]