Report Sanity

The good news: Salesforce.com makes it really easy for users to create or customize reports. The bad news: Salesforce.com makes it really easy for users to create or customize reports. If you don’t have a strategy for managing and organizing reports, then over time your reports area will resemble that junk drawer in your kitchen. Read more about Report Sanity[…]

Improve User Adoption – Allow your users to create tasks from Chatter using Global Actions

One of our favorite features in the Spring ’13 release was Chatter Tasks.  This feature allowed you to create tasks quickly and easily from your Chatter feed.  In the Summer ’13 release, Chatter Tasks has been replaced with the more robust Global Actions feature.  Take 5-10 minutes to set up this feature and your users Read more about Improve User Adoption – Allow your users to create tasks from Chatter using Global Actions[…]