We have a breath of knowledge and many years of experience with Salesforce.com, so we decided to put together a Best Practices series of posts for others to learn from. Salesforce.com has some wonderful features and functions, but to ensure users have a great experience certain techniques and actions must be taken.
AUGUST 2015 EDITION – VOTING ON IDEAS WORK!
In the past we have seen Let’s Strategize’s associates submitted ideas implemented in prior releases of salesforce.com. This is exciting and rewarding at the same time. It is vital to head over to the IdeaExchange and search, post, and vote for ideas with functionality that you wish you had. You can easily filter; Idea topics, apps, and general search for items of interest.
Here are a few that we recommend you vote on:
Link TAGS on object to TAGS on CRM Content and Chatter Files
Ability to search Libraries by First AND Last Name to Add and Current members
Sort and/or hide filters on Content tab
Subscribe to custom fields
For more information please email us at firstname.lastname@example.org or call @ 908-376-9773 and we would be happy to review your project and ensure you are applying the right best practices to leverage salesforce.com features and functions and maximize your user adoption.