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Salesforce Profiles

At the heart of all Salesforce implementations are the Salesforce licenses purchased and paid for on a monthly per user basis.  There are many different types of Salesforce license.  For example, there are licenses for external self-service users, internal full CRM users, just Salesforce chatter users and so on.  Each license provides access to its own specific set of Salesforce features and functions.  The primary route for users to access the features of a Salesforce license is through a profile. Users are not directly allocated a Salesforce user license rather the license is assigned via a profile. Salesforce comes with a series of pre-defined profiles that can be reviewed to understand the key features made available.  Some examples of the user profiles include: System administrator, this profile allows the user to set-up, customise and configure Salesforce.  In particular this profile includes the “View All Data” permission which overrides whatever data sharing rules are in place for an organisation and the “Modify All Data” permission which allows the user to edit and delete any record. Use with caution! Marketing user, provides the user with access to the marketing features of the Saleforce CRM including campaigns, email set-up and sales leads Standard User, provides access to the typical Salesforce CRM aspects and reporting Although these standard “out-the-box” profiles can be assigned to users, this is not best practice as they are locked-down in areas and subject to update when Salesforce release new versions. It is better to define a small set of profiles specific to an organisation’s needs. They are created by using one of the standard profiles as a template and adjusting...

Why it is important to Stop Data Decay

Businesses find themselves in an increasingly competitive market.   Not only are they battling with traditional businesses they are now faced with the digital revolution.  New start-ups are taking market share from those that fail to adapt and adopt new technologies.  Customer buying habits are changing.  Faced with such competition imagine marketing campaigns targeting the wrong people, sales initiatives focused on the wrong opportunities, finance billing the wrong amount.  It’s the last thing a business needs and at the root of all these erroneous activities is poor quality data. To stay competitive businesses need an accurate up to date view of their customers whether it’s in a CRM system, or other application for a very simple reason; to enable them to offer the highest service level for the lowest cost.  Bad data can help spread a negative message very quickly, customers go to Twitter to air their grievances and staff have to check & recheck information to ensure its correct.  They may need to understand exactly who they are dealing with by using information stored across multiple systems in a variety of formats. Contact data is subject to constant decay, for example people change jobs and businesses merge. The rate of decay in areas such as job title can be as high as 50% change a year.  Any CRM database without a customer data renewal strategy will become near useless in a few short years. All of this can cost your organisation money, and perhaps more importantly failure to manage the relationship with your customers properly.  Poor data quality is not just costly from a monetary point of view it...

East Anglia Salesforce User Group – 6-8pm 9th March 2017

Kick-off meeting of the East Anglia Salesforce User Group.  Agenda will be based around defining the requirements of the group and shaping the content of the meetings for 2017. Register for the event here: East Anglia Salesforce User Group, 9th March...