This month’s list of top 8 Salesforce articles and posts is a very diverse one. Rainforce is essentially a blog for Admins, with some added content that deals with Salesforce implementations and tips to make this massive process easier. On this month’s list, though, I chose to include a couple of articles meant for Salesforce Architects and other sales/marketing positions, which I personally found to contain added value relevant for Admins. Hope you find them useful.
If you own a PC, there’s a 99% chance that you’ve been forced by Microsoft to upgrade to Windows 10. Windows 10 offers a significantly different interface than, say, Windows 7 or 8- and the feeling of helplessness when you’re forced into a new territory can take its toll on your productivity at work. Thankfully, this is not the case with Salesforce Lightning, as you can choose not to enable it, and if you do- you can bounce back and forth between classic and Lightning. If you’re currently considering enabling Lightning, here’s a great post with important points for thought. (Written by Jason Guthrie)
Awesome Salesforce blogger Doug Ayers knows that the immortal phrase “If it’s not in Salesforce, then it doesn’t exist” is more than a cliché- it’s a proven fact, and ignoring it can have disastrous consequences. To prevent that, he’s showing you not one, not two, but eight (!) easy ways to export data as .CSV and save yourself future problems.
Are you a Small Business owner/VP Sales/Marketing Director? New to this Salesforce thing? Need a couple of extra hands on deck but unsure what’s the exact title? Bradley Bilinsky’s post will take care of it- as he provides clear definitions of every Salesforce position, and details when you will probably need each professional.
ApostleTech CEO Kyle Aurelich has seen his fair share of Salesforce implementations and he can teach us a lot about the things that make or break a given Salesforce implementation process. In this article, he focuses on one of the most common pitfalls of every CRM implementation process: a disproportional focus on technology at the expense of the people and the processes behind it. A must read.
5. Salesforce Hack: Getting Started with Visualforce
Customizing your Salesforce (and your end users’) can help boost productivity and take a sales rep’s performance to a new level. With that being said, it’s understandable that not all Salesforce Admins are too enthusiastic with the idea of learning ‘how to code’… using Visualforce can seem very intimidating at the beginning, but hopefully Soroosh Avazkhani’s great post will help you take your first step into this fascinating world.
I know most of my blog is meant for Admins, but sometimes, I come across an article meant for Architects that just hits the spot and I really feel like sharing it. It also helps that this great article by Richard Clarke contains several important points relevant for Admins as well.
7. One person one record for the contact in Salesforce
One of the best features of Salesforce’s upcoming Summer 16′ release is the ability to relate a contact to multiple accounts. This new feature, when used correctly, can help you produce much cleaner data and avoid confusion- but how does it work? In steps Shrikant Bagal to save the day with this great guide. Cheers!
Closing this month’s list is an article I recently published, based on my experience with many Salesforce implementations that ticked like a Swiss clock, and some that weren’t so successful… Analyzing one key point where most implementations tend to fail- employee training- I bring you the ultimate guide to reversing your Salesforce training fortune.
