Best Practices for Implementing Salesforce CRM - Cloud Experts

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3 tips to get unstuck when creating a formula3. Once the first IF statement works, plug in the second IF statement, replacing the placeholder for“When not Hot.” Click Check Syntax again to check your work.Put in the second IFstatement and remove itsplaceholderThe formula works! Now all you have to do is add the IMAGE functions to display the graphics. Again,don’t forget to check your formula by clicking Check Syntax.Replace the imageplaceholders with theIMAGE functionsCheck your formula before you move on.BEST PRACTICE 3
3 tips to get unstuck when creating a formula4. Test your formula by changing the lead scorecard on a lead. See whether the images change fromHot, Warm, and Cold when you put in a lead scorecard of 8, 6, and 4 respectively.Edit the Lead Scorecard to 8,then 6, and finally to 4 to watchthe images change.Tip 3: Ask the CommunityIf you find you need help in creating a formula and want another opinion, check out the Force.comDiscussion Board: Formulas & Validation Rules Discussion to see if someone has had a similar problem. Ifnot, become a member of the developer community and post a question of your own.For More InformationContact your account executive to learnhow we can help you accelerate yourCRM success.BP_CreateFormula_2010-08-19
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Best Practices forImplementing Sale
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Salesforce CRM Getting Started Guid
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Page 43 and 44: Meet—and beat—these 8 CRM chall
Page 45 and 46: Meet—and beat—these 8 CRM chall
Page 48 and 49: 5 steps to a successful implementat
Page 54 and 55: Achieving outstanding CRM administr
Page 56 and 57: Get these must-have administrator t
Page 58 and 59: Get these must-have administrator t
Page 60 and 61: Using data access design patternsDa
Page 62 and 63: Using data access design patternsIf
Page 64 and 65: Using data access design patternsCo
Page 66 and 67: Using data access design patterns
Page 68 and 69: Using data access design patternsRe
Page 70 and 71: Managing your Salesforce CRM storag
Page 72 and 73: How to get big results with a small
Page 74 and 75: 3 tips to get unstuck when creating
Page 78 and 79: Choose the right tools to customize
Page 84 and 85: 4 questions to answer for a success
Page 86 and 87: 4 questions to answer for a success
Page 88 and 89: Create powerful Web sites on Force.
Page 90 and 91: 5 steps to using the content librar
Page 92 and 93: 5 steps to using the content librar
Page 94 and 95: 8 keys to mobile CRM successLimit a
Page 96 and 97: 9 steps to effective change managem
Page 98 and 99: Bring cloud computing to your entir
Page 100 and 101: Achieving outstanding CRM administr
Page 102 and 103: 6 steps toward top data quality•
Page 104 and 105: Tips for using incentives and rewar
Page 106 and 107: Beyond login rates: three key areas
Page 108 and 109: 10 tips for a successful training p
Page 110 and 111: How to develop a comprehensive trai
Page 112 and 113: How to develop a comprehensive trai
Page 118 and 119: 5 simple steps to reports and dashb
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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