If you’re familiar with Salesforce, you know that customizing it to fit your SaaS company metrics can be challenging. For SaaS forecasting, the default field Salesforce utilizes is the Amount field on the Opportunity object. In this post, I’ll explain why you shouldn’t use the amount field for forecasting, and how you can forecast properly…
Leveraging Lightning Usage Metrics for Change Management Change management is one of the main key success factors in any Salesforce project. How do you track adoption? How do you ensure that Salesforce users follow your new process? In this blog post, I’ll show how to query the “LightningUsageByPageMetrics” object to get some insights about user…
Organize your Trailhead Superbadges with GitHub and Salesforce DX Trailhead Superbadges are great to apply what you’ve learned in real business cases. However, there is no easy way to retake these Superbadges for now. If you wanted to, you would have to create a new Trailhead account and complete all Superbadges pre-requisites… which is not…
Efficiently Designing Sales Territories with Salesforce Territory Management 2.0 Why designing sales territories? There are many ways to design sales territories within Salesforce. In small companies, sales representatives have a list of accounts they own, and own the opportunities related to these accounts. This list can be updated by the sales director each quarter. Ownership…
Best Practices for Salesforce Data Migration Salesforce data migration projects can be a hassle if you don’t have any best practices to follow. I recently had to split an object into 2 objects as we were storing information of 2 separate “elements” into 1 object. This kind of architectural mistake causes many issues. Namely, fields…
Efficient Salesforce Report Management Using Eclipse & Notepad++ Salesforce management of reports can be tedious. The main reason why is that you can’t update or create reports via the Data Loader. Thought the Salesforce UI, simple tasks such as moving 200 reports from one folder to another or modifying a filter to 200 reports can…
Simplifying Salesforce Profile Maintenance: Strategies for Streamlined User Permissions Salesforce profiles define how users access objects and data, and what they can do within the application. In this post, I’ll share the best practices regarding profiles administration. Reduce the number of profiles as much as possible I believe that one of the main reasons why…
Achieving High Salesforce User Adoption: Best Practices for Revenues Operations Salesforce user adoption is one of the significant challenges Sales Operations faces every day. New business processes don’t worth a penny if users don’t adopt them. Change management is the hardest thing to get right. In this post, I share a few tips to increase…
Demystifying Salesforce Reports: Helping Users Find the Right Data Most users shouldn’t create reports Salesforce users struggle to get the Salesforce reports they want if you don’t help them. Most of the time, they don’t even know what they’re looking for. They understand why they need some data, have a rough idea of what they…
Streamlining Sales Activities: Simplifying Definitions and Automating Processes Sales Operations design sales processes so the top management can have visibility on sales activities. Defining calls, meetings, sales qualified leads, etc. in the system is the key. When each individual has its definitions of sales activities, it’s impossible to report on it. Let’s take the example…