It's OK, Your Data Isn't Gone Forever

Backing Up Your Org

Have you ever wondered what to do if something goes wrong and you lose your Salesforce data?  Well, good news for you, you aren’t totally screwed, bad news, it isn’t cheap and you can’t get all of it back. Now, before going through the details on how to recover your data, let’s first review how we can prevent this situation from happening again. Even if this is a crazy-random-happenstance that you don’t think will happen to you, reading best practices is a good refresher for everyone.

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Tracking Competitors Blog Post

Tracking Competitors

How are you tracking your competitors in Salesforce? Are you? If you aren’t, you need to. Not you should, you must. If you already are tracking competitors by opportunity, is it working for you? Are you getting the value you want? If not, it is time for a change. If it isn’t working now, it won’t magically start working because you keep doing it. Insanity is doing the same thing over and over expecting a different outcome, it’s time to make a move for the better.

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Save Yourself Some Time & Increase Report Type Usability

Report Type Overview

Has anyone else noticed that there are a number of new features that require custom Report Types to go with the implementation? Maybe it seems that way to me because I had Territory Management followed by Collaborative Forecasting, but the fact still remains, admins need to know how to use, create, and maintain custom report types.

Now there is plenty of information out there about how to create report types, Setup – Create – Report Types and go! And when it comes to use, there are features without their own report types, keeping fields visible to users on-screen but removing their ability to report off said fields, renaming sections and fields to match your data model, connecting seemingly unconnected objects, I’m sure you have heard enough about it. What I want to focus on is maintenance and saving time. Continue reading