How To: Improve Campaign Analytics using Contact Roles

I’m going to start this post by saying something controversial. Although I love being part of the Salesforce user community, and although I think that we are on the whole an intelligent, informed and helpful bunch, we are sometimes wrong. You cannot always trust what the community says. The wisdom of crowds isn’t always that wise. Read more about How To: Improve Campaign Analytics using Contact Roles[…]

How To: Improve Your Lead Conversion Data Validation

It can sometimes be tough to get the balance of data validation just right on the lead object in Salesforce. By its very nature it’s a temporary, transient object designed for pre-qualifying a contact, organisation or enquiry, and many of them never go anywhere – so you don’t want to be too heavy-handed with validation rules. Read more about How To: Improve Your Lead Conversion Data Validation[…]