Dear Salesforce User,
Do you have the ability to enter data into Salesforce? Can you create records? Update fields? Generate Reports?
Do you realize the power that has been bestowed upon you?
When you are given the ability to create information in your company’s Salesforce org – which is what you are doing when you interact with data – you are given real power. Power to both create value and to cause harm.
Information is what we use to empower business transformation and evolution. And, as you have likely heard, “With great power comes great responsibility.”
When you are in the throes of your day-to-day job, balancing the to-do list taller than you are, a few records of data might not seem that important. Maybe there is a system rule that Zip Code is required for new prospects and instead of finding the correct value to input, you think to yourself, I’ll just input 12121 to save some time.
You might consider the impact of having marketing believe that Melrose, NY is a veritable hotspot of activity.
Ever have a Salesforce user ask what a specific Lead Source means? Ever have to answer the same question 10 times in 1 day? Well today is your lucky day, because we took the time to write up definitions of common Lead Sources and decided to share it with you all. Why? Well, because we’re all about Salesforce optimization.
So, without further ado, here is the list that we recently posted on our company intranet. Enjoy!
Remember: Lead Source is the initial touchpoint that we had with a Lead. The most recent touchpoint may be documented in Activity History or the activity that is available in Marketo Sales Insight.
Employee Referral – An employee from outside of the sales department (eg. marketing department, development team, etc.) referred this Lead. Leads should not be assigned directly to an employee unless there are very specific circumstances why this should happen. In the event that a Lead should be assigned directly to a particular sales rep, notice should be given to VP of Sales.
External Email – A Lead was acquired by a partners email blast to their database. This is common when doing a joint webinar, and co-presenting companies email their database.
External Referral – Someone outside of the organization who is NOT a partner (eg. A friend, former employee) has referred this Lead.
This post is the second part of an ongoing series that provides incredibly simple tips, tricks and timesavers for Salesforce admins.
Quick Tip: Control + D and Control + R
Whether you’re exporting data from GoToWebinar, purchasing lists or, for whatever reason, exporting lists for manipulation in Excel and then re-importing in Salesforce, the “Fill Down” and “Fill Right” features in Excel are super-simple yet super-helpful.
Have you ever come into possession of a list or spreadsheet containing email addresses but the company name and/or website field is blank? How about this scenario: you receive a list that has one column for Full Name, but you need seperate columns for first and last name.
There is a pretty easy way to get around both of these issues but surprisingly, not many people are aware of it. In this example, we’ll show you how to resolve the first problem – a list of email addresses but no company name or URL information – by using the Text to Columns function in Microsoft Excel.
An Admin Life-Saver: Text-to-Columns in Microsoft Excel
The Text to Columns function allows you to separate values (text, numbers, etc.) within an Excel column through a delimiter. A delimiter is the point that you wish to “slice” the values. A delimiter can be any character – the letter A, the number 3, special characters – but the most common & helpful examples will include delimiters in the form of a comma, semicolon, single space or even a tab. In the example below, where we want to separate the URL from an email address, we’ll use the @ sign as the delimiter.