Notes on Revenue Operations, Salesforce, applied AI, and the systems behind predictable B2B growth. The archive runs back to 2018 — older how-tos are kept for the record.
How can you align the contact owner with the account owner in Salesforce, automatically? In this article, we go through building a process to enable contact ownership to be the same as the account owner.
How can you generate a heatmap with your Salesforce data? Using Google's Fusion Tables, it is very straight forward. Follow along in this article to see how you can visualize your data for many different use cases.
What is a Dunning Process? A Dunning Process is an accounts receivable collections process used at a company. Check out this article to see an example collections process, and what may be appropriate in each stage.
There are a few ways that you are able to implement timestamping a date field based off of checkbox in Salesforce - creating a formula field or using a workflow rule & field update. This article provides examples of both ways to populate a date field in Salesforce, and the trade offs of using each way.
Creating an Account Based Scoring Methodology in Salesforce is relatively straightforward. In this article, we will go through example Account Score Best Practices and build out the necessary fields to obtain a working process.
In Sales Qualification, especially when selling enterprise Software, there are a few Sales Methodologies that are best represented by their acronyms - BANT, CHAMP, & MEDDIC. What do they stand for, and which one is the best for your sales organization?
Building custom report links in Salesforce can provide users with the ability to quickly access report data based on the record that they are currently viewing. Learn how to build your own custom report links in this article.
What is Salesforce URL Hacking ? I've been curious about how Salesforce Objects are set up in reference to the URL format, and see if users and admins are able to make custom URL "Hacks" that can be…
Why is the Salesforce Opportunity's Amount field locked and unable to edit? If you or another user has had this issue, this article can figure out what the problem is. Check out this article to learn what could be causing this?
How can you add the case comment section in global search? Thanks to a feature delivered in a previous Salesforce release, we have this function (& more!) with the Smarter Global Search feature in the Spring '12 release. Read more here!