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How to Create a Salesforce Approval Process

By CRM, Salesforce CRM

A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active.  For instance, you may want to have an opportunity “approved” if the value is over $5,000.  Maybe a quote or the win could also be limited to an approval.  What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.

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Pipedrive: Field Mapping

By Pipedrive CRM No Comments

I had a few questions come up this month with respect to field mapping. Field mapping issues during imports can cause duplicate records being created across multiple record types, so if this has happened to you, check out this tip from earlier this year.  Pay close attention to the icons in the mapping section of the import wizard! Check out the screenshots in the tip for more information.  Cheers!

Microsoft 365: Open Online Office Document in the Desktop App

By Microsoft Office 365 No Comments

I recently had an Office document shared with me and accessed it via the link in the email notification, which opened the file in the online version of Excel.  I prefer to work in the desktop app, but even I had a heck of a time figuring out how to open the file there rather than the browser! Keep reading to learn how to open an Excel/PowerPoint/Word Online document in the desktop app. Read More

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