This builtin is not currently supported: Animation
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
- Article Categories
- Book Categories
- Collections
- Custom Solutions
- Log In
- Main Menu
Article Categories
- Main Menu
Book Categories
Matt Kaufman
Articles & Books From Matt Kaufman
Article / Updated 03-26-2016
The best way to enter a new account in Salesforce is to use the Create New drop-down list located on the sidebar of the home page. From the Edit Account page, you get a clear picture of the account fields that are most important to your company. To create accounts by using the Create New drop-down list, follow these simple steps, starting with searching for whether this account already exists.
Article / Updated 03-26-2016
Some sales reps refer to tasks on Salesforce as action items; others call them reminders or to-dos. Whatever your favorite term, use task records when you want to remind yourself or someone else of an activity that needs to get done.
You can create a task from the My Tasks section of your home page or from the Create New drop-down list on any page within Salesforce.
Article / Updated 03-26-2016
Sometimes, you perform a task and just want to log the activity in Salesforce after the fact. For example, a contact calls you on the phone, or you get stopped in the coffee room by your boss to talk about a customer issue. In these situations, instead of creating a task and then completing it, use the Log a Call feature.
Article / Updated 03-26-2016
If you already have a file of leads, you probably want a faster way to get them into Salesforce than entering them manually. You must be an administrator to import leads, so if you’re not, find your administrator, and tell her what you’re trying to do.
Although you can import up to 50,000 leads at the same time as an administrator, test an import with five or so leads first, just to make sure that you know what you’re doing.
Article / Updated 03-26-2016
Before you can begin using Salesforce to close opportunities, first you must get the records into Salesforce. Here are some of the best ways to create opportunities so that they link to the correct accounts, contacts, and other records.
The best method for creating a new opportunity is to start from the relevant account or contact record, which guarantees that the opportunity associates to the correct record, making the opportunity easily trackable.