by Simplus team | Aug 15, 2014 | Admin, Latest News, Sales Cloud
Salesforce Forecasting allow you to predict and plan the sales cycle based on a rollup of Opportunities. This rollup is determined by several factors in the Opportunity. As long as those data points are kept accurate, you don’t have to do much to take advantage of the...
by Simplus team | Aug 8, 2014 | Admin, Latest News, Sales Cloud
Salesforce Record Types allow you to offer different business processes, picklist values, and page layouts per record, based on criteria in the record, and can be applied to all objects (standard or custom). A common use-case of Record Types is for different types of...
by Simplus team | Aug 4, 2014 | Admin, Latest News, Press Release
Salesforce System Review and Consulting Make sure you are following best practices and leveraging Salesforce to its fullest with a Configuration System Review and Consulting. The review session will: Review your standard setup Address features that are in use (or not...
by Simplus team | Aug 1, 2014 | Admin, Latest News, Sales Cloud
Use What You Pay For in Salesforce Episode 1: Salesforce Field History Tracking Salesforce Field History Tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run...