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Tag Archives: Salesforce.com

Call Scripts & Compliance with Default Field Values

31-Dec-10

I recently did some work with a precious metals company that had some very unique compliance requirements that in part also occur with many financial services firms. The issue relates to disclosures. In a real estate transaction you have lots of disclosures but they are written and reviewed prior to or during the visit to [...]

Filed in Cloud Computing, continuing education, Innovation, Salesforce.com | Also tagged | Comments (0) »

Make It More Readable: Enforce Case w/ Simple Workflow Rules

25-Aug-09

Sometimes the flexibility of Salesforce.com can be intimidating. Whether potential buyers, admins, or users, wrapping your head around all the various tools available to you and imagining how you might used them can be challenging. Sometimes it is the most simple example that starts the wheels turning and leads to a real use case in [...]

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Is Your Profitability Flexible? Here’s a Possible Solution

11-Aug-09

When it comes to business, using flexible tools in the wrong place can make your profitability flexible too. Every business does it for at least a short time but the successful will proactively innovate to avoid the high cost it brings with growth. Here’s a short test to see where you are on the scale. [...]

Filed in Innovation, Salesforce.com, Save Money | Also tagged , , | Comments (0) »

Avoiding Number Formatting Problems in Salesforce.com Fields

21-May-09

An issue came up with a client recently that will help other Salesforce.com users I’m sure. The issue relates to the increasing use of unique and long numbers in business. From account numbers, merchant numbers, to Tax ID numbers, we have lots of numbers to keep tabs on. Salesforce.com is a great place to keep [...]

Filed in Salesforce.com | Also tagged | Comments (0) »