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.

Salesforce IdeaExchange

Salesforce IdeaExchange

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 sales@letsstrategize.com 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.