I’m pleased to welcome back Garry Polmateer, the most-popular guest writer for ButtonClickAdmin.com, for a third guest post. If you don’t know Garry from his twitter feed or his awesome Dreamforce ’11 video I suggest you check those out. Garry is Principal at Red Argyle- a Salesforce Consulting firm, and a Salesforce MVP. In his spare time he leads the Awesome People Group, remodels his house, and is newly engaged (best of luck)! You can see Garry’s previous posts by clicking here. Alright, enough of me. Time to turn it over to Garry. Salesforce Quotes are a very powerful tool that come along for the ride in the Sales Cloud, but I find they are often overlooked and not used to their full potential.  I thought it would be great to share some Buttonclickadmin tricks on how to make Quotes sing for your company.  First, I’ll do a high level

This week we are fortunate to have Brad Gross return for his second guest post on Button-Click Admin. One of the 7 Habits of a Highly Successful Admin is team Communication and in order to do that we need to understand the basics ourselves. Brad’s post this week gives us a great outline to help us understand the fundamental objects in Salesforce so that we can better educate our users. Brad Gross has been a salesforce.com admin since 2000. He is currently Director of Technology at BCE Healthcare Advisors and also runs Information Logistics. To learn more about BCE visit bcehealthcareadvisors.com and to read more of his musings visit info-logistics.com.  What is a Lead, Account, Contact, and Opportunity? At Information Logistics we’re starting a new blog series titled blog called “Back to the Basics.”  There is a significant quantity of information online regarding using salesforce.com, but we had a hard time finding good, solid

In my life I have sold- sweaters, workout gear, shoes, hats, books, and assessments. Yeah, prior to be the Salesforce Overlord at my company I was a sales dawg. Although I don’t occupy that sales role anymore, I’d like to think that I understand how salespeople think. So, the long and the short of it is this- they want to get in (to the CRM), put what they need down, and get out. Sales people are simple people, they are often focused on the next sale and to be frank- aren’t the best at documentation. When I started with my current company I would come to find out that we have a pretty complex sales process. As a Salesforce Admin it’s tempting to just give every field to your sales people on one page and have them fill the information in as needed. But depending on the number of fields

Depending on the size of your organization you may have a couple of workflows or a couple hundred. So let’s make your life easier when managing your workflows. Take the time to create Workflow Rules views. As the admin the “View all workflow rules” can leave you with a list that is somewhat overwhelming. What I suggest doing is create views that make sense to you. For example I have a bunch of workflows that fire on both Accounts and Opportunities based on our sales cycle. So I created a view to show me all of those Workflow rules. I also have views that show me all the workflows for a specific object. I bring this up because organization is key. If a workflow doesn’t fire when the user thinks it should you will look like a rockstar if you can troubleshoot it in the blink of an eye. Views