Summarizing reports by owner name is one of the many useful aspects of Salesforce. But if you sell through partners, you probably want to see leads and opportunities based on the partner company name rather than the partner employee name. This way, you can easily understand partner performance. Should be easy, right?

Well, yes. In fact, it’s very easy. And yet, I’m constantly amazed by how many companies operate without even realizing this option exists.

Consider the following example. The report on the left summarizes partner owned leads by the partner account, whereas the report on the right summarizes by partner user/owner.

Which … Continue Reading

One of my favorite features of Salesforce is the ability to share information with your community, be it through the Partner Portal, Customer Portal, Salesforce Sites, or Salesforce to Salesforce. Bringing a Salesforce Cloud to your community is a great way to foster better and more efficient communication.

But cloud computing is a lot like a first date. Sometimes too much sharing can be a bad thing.

As valuable as a Salesforce Cloud can be to you, your partners, and your customers, it’s important not to expose too much data or give the wrong data to the wrong people. Thankfully, there are … Continue Reading