Tip sheet to learn how to administer Force.com Connect for Outlook, an add-in that integrates Salesforce with Microsoft® Outlook®.

Tip sheet to learn how to administer Force.com Connect for Lotus Notes, an add-in that integrates Salesforce with IBM Lotus Notes.

Tips on creating dashboards which are Dashboards are visual representations of data - allowing you to see key metrics and performance at-a-glance.

Tips on creating reports to help you monitor and fine-tune your organization.

Tips on using custom links to integrate your organization’s Salesforce data with external websites, your company’s intranet, or other back-end office systems.

Tips for customizing Salesforce with custom objects, tabs, and related lists

Tips on building custom applications where you can build your own sets of tabs with point-and-click ease.

Tips on using page layouts and field-level security to control the organization of detail and edit pages for your users, add or remove buttons from detail pages, establish unique detail and edit page layouts for different business situations, and restrict users’ access to specific fields.

Tips on using support features to help you better manage your support team and improve customer satisfaction

Tips on assigning leads, web-to-lead, and importing leads.

Tips on using customizable forecasts allowing you to personalize Salesforce with your organization’s process for forecasting.

Tips on using multiple business processes to manage different sales, lead, support, and solution processes.

Tips on using record types allowing you to define different sets of picklist values for both standard and custom picklists on accounts, contacts, opportunities, campaigns, leads, activities, cases, and solutions.

Tips on setting up workflow rules allowing your company to operates more efficiently with standardized internal procedures and automated business.

Checklist to plan each approval process carefully to ensure a successful implementation.

Tips on setting up relationship groups which are only available upon request to Salesforce for Wealth Management customers.

Tips on using group calendaring to enable your users to more easily coordinate their activities.

Use this tip sheet to get started quickly with Salesforce importing your existing contacts from common contact manager applications such as Outlook®, ACT!®, GoldMine®, and Palm OS® devices.

Tips on the many flexible options Salesforce provides you to control how records are shared within your organization.

Use the following best practices to keep your Salesforce data clean, consistent, and complete.

Tips on cleaning up your imports.

Tips on using the translation workbench to make your organization truly multilingual and allow users to work in the language they are most comfortable.

Tips for using products and schedules allowing you to track shipping schedules, revenue, and payment cycles.

Tips and hints on using Force.com Connect for Offline.

Tips for Sales Reps including creating accounts, contacts and opportunities.

Tips and hints for activities which include calendar events and tasks.

Tips and hints on list views that give you instant access to specific sets of data.

Tips for salespeople to learn how you can view all accounts in your territories no matter who the account owner is.

Tips and hints on using Salesforce if your customers are individual clients rather than companies or institutions.

Tips and hints on using Force.com Connect for Offline.

Tips for using HTML email templates to create professional high-impact emails for your teams.

Tips on Using Salesforce Mobile so you can work on your accounts, contacts, opportunities, products, leads, cases solutions, activities, and custom objects anytime, no matter where you are.

Tips on using Salesforce Mobile, where you can work on your accounts, contacts, opportunities, products, leads, activities, and custom objects anytime, no matter where you are.

Tips for using forecasting, your best estimate of the revenue you can generate in a fiscal quarter.

Tips for using customizable forecasting which allows you to forecast your sales based on opportunity, product, or schedule dates, as well as view and override forecasts in many different ways.

Tip sheet on utilizing SoftPhone to help improves your productivity by providing fast and easy access to accounts, contacts, cases, and other Salesforce objects that are directly related to incoming calls.

Tips on the five basic steps for Support Reps including using contacts, cases, and solutions to resolve your customers’ issues quickly.

Tip sheet on the Console, a tab that combines related records into one screen with different frames so that users have all the information they need when interacting with Salesforce.

Tips on utlizing the Salesforce portals which allow your customers to resolve their inquiries 24/7 without contacting a customer service representative.

Tip sheet on the Console, a tab that combines related records into one screen with different frames so that users have all the information they need when interacting with Salesforce.

Tips for creating and maintaining good solutions which is key to solving your cases quickly and accurately.

Tips on getting started using contracts to establish, document, and track the agreements you make with your accounts.

A guide to walk users through installing applications from the AppExchange.

Tips on using Force.com Connect for Outlook, an add-in for Microsoft® Outlook® that allows you to interact with Salesforce conveniently from Outlook.

Tips on using Force.com Connect for Lotus Notes, an add-in for IBM® Lotus Notes® that allows you to interact with Salesforce conveniently from your Lotus Notes interface.