When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run. This helps eliminate the process triggering multiple times because you are more specific in the criteria. For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created. Or you may want to update Read More
When viewing or analyzing data in Salesforce it can be helpful to have several browser screen open so you can move back and forth. This is especially helpful when viewing reports and comparing data in the actual record(s). Read More
It used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more! With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.
Cloning templates in Zoho
Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:
Before implementing any large project or data changes, it is a best practice to take a backup of your entire database. Some data updates may not go to the Recycle Bin and this allows you to restore if things go awry. You can also schedule full backups to occur on a regular basis. Read More
Although you may have not used a Sandbox to develop processes and flows, it is still a best practice to have a current backup of all your hard work. You may have a Data Export scheduled but that only covers the data stored in the database objects. Your processes, flows, visual force code is stored elsewhere. The easiest way to keep a current backup of these items is to create a Sandbox and schedule Refreshes to occur to keep it current. Read More
There will be times a record is deleted by mistake. It happens. Salesforce stores recently deleted records in the Recycle Bin for 15 days. This means you can easily bring a deleted record back with all of its associated records such as activities. Read More
Repeat customers will have multiple deal records in Zoho. There is now a feature where Zoho allows users to customize their Zoho email settings so that they can link emails to/fm contacts to its best guess at the related deal. If there is more than one deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong? You can manually unlink an email from one deal and connect it to another in your Zoho email settings. Here’s how.
Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting? It’s called Zoho Meeting. Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.
How to turn events into meetings
Step 1: Set up integration with Zoho Meeting
- Setup->Marketplace->Zoho
- Click Install under the Zoho Meeting tile
- Click Continue
Zoho now supports customizing your business hours, where you can specify different hours for each day. You can even create Shift hours, in specific time zones and assign to specific Users. Here’s how: Read More
Repeat customers will have multiple Deal records in Zoho. Zoho now has a feature where it links emails to/fm Contacts to its best guess at the related deal. If there is more than one Deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong? You can manually unlink an email from one Deal and connect it to another – here’s how…
