Round robin lead assignment rule in Salesforce Lightning Experience

Posted by Craig Maxwell on Nov 12, 2019 12:26:13 AM

First off, what’s a “round robin”? In Salesforce CRM terms it refers to a method of evenly assigning leads to users within a team in a series or sequence.

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Topics: Salesforce Administration, Sales Operations, Salesforce.com

Count the number of contacts on an account in Salesforce.

Posted by Craig Maxwell on Oct 11, 2019 11:54:33 PM

If you're running an Account Based Selling process in Salesforce you may well have a defined set of Buyer Personas under each Target Account, one of the key metrics that Sales Operations should be monitoring to measure account based success is Account Penetration / Activities at Account.

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Topics: Salesforce Integration, Salesforce Administration, Sales Operations, Reporting, Salesforce Hacks, Salesforce.com, Salesforce Appexchange

Automate Event Type Syncing with Lightning Sync for Salesforce

Posted by Craig Maxwell on Oct 10, 2019 11:55:12 PM

So you’ve set up Lightning Sync for Salesforce and now have all of your calendar events automatically syncing to Salesforce - Woohoo! 🥳

At least, that’s what I thought until our CEO wanted to build a forecast report based on specific event types throughout a fairly technical sales process.

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Topics: Salesforce Integration, Salesforce Administration, Sales Operations, Reporting, Salesforce.com