Since we're the SaaS Playbook, we thought it would be fitting that we call our Tutorials section "The Plays". You will be able to find tutorials for Salesforce.com and other On-Demand applications.
Let us know if there's any particular tutorials that you'd like to see. Enjoy!
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 [...]
