May 4th, 2010 by Jame
Raise your hand if the reason you’ve avoided using leads is because you couldn’t move your custom object at lead conversion?
(source: Office Clip Art)
We just posted a new free app on the Appexhcange to attach your object to contacts, accounts and opportunities when your lead is converted. Problem solved. Customize the package to add the API name of your object, and you are good to go. The best news, this app is free. Enjoy!
Custom Object Lead Conversion
Need some ideas?
1. Attach a “contract” to your lead to store terms and agreements for each opportunity
2. Create an account management plan for leads and use it for a headstart to the final account plan
3. Attach “competitors” to each lead, and move it your opportunity
4. Link partners or resellers or consultants to each lead
Add your ideas to the comments.
Tags: apex triggers, appexchange, application development, custom objects, lead conversion, Sales Cloud, salesforce.com, SFA
Posted in Salesforce, Tips n' Tricks | No Comments »
December 14th, 2009 by Jame
Winning Spring '10 Logo
The next release of Salesforce.com, Spring ‘10 is coming soon. Salesforce previewed a few features at Dreamforce, and ideas from the community have been selected. Here is a quick summary of what we know now.
- Chatter: social collaboration (or internal, enterprise grade twitter)
- New, refreshed UI. Here’s a sneak peak (Thanks ZDNET)
- Updates Sales Cloud (more details to follow)
- Multiple master-detail relationships
- Rich text editing for all long text areas
- Send a test email, from an email template
- Customize the default event template (I have been waiting for this for 5 years!)
- URL rewrites for sites. (Better for SEO, and more user friendly)
Check out the Ideas page for more ideas coming in Spring ‘10.
What’s your favorite feature? Respond in the comments.
Tags: Chatter, Sales Cloud, Spring 10
Posted in News, Salesforce | No Comments »
