Matching Leads to Accounts in Salesforce

If you’re using Leads and Contacts in Salesforce it can be a bit hard to track all people at the Account level – there’s no native matching of Leads to Accounts in Salesforce. Implementing Lead to Account matching in Salesforce is pretty easy, though – here are the steps: First, create a ‘domain’ formula field […]

Implementing a Sales Process in Salesforce

I’m regularly asked about implementing a sales process in Salesforce so I’ll add my notes and a fairly standard sales process in Salesforce below. First – Leads or Contactcs? In my opinion, it doesn’t really matter. You can map Leads to Accounts (using Email Domain/Domain) so both Leads and Contacts are always linked to Accounts. […]

Last Activity Date in Salesforce

One of the most important fields to track in Salesforce is Last Activity Date. If you’re assigning Accounts to sales reps, you’ll likely want to track the last activity on those Accounts so Accounts that aren’t being actively worked can be re-assigned. Further, you may want to track currently open Opportunities based on their Last […]