Need to quickly and securely import, export or delete unlimited amounts of data? We have your solution.

Whether you’re looking to import a large amount of data into Salesforce, export from Salesforce or simply delete a large quantity of data, we have the solutions that can ensure the process is quick and secure.

There are data loading tools available to our consultants that can utilize intelligent datamapping, keyboard shortcuts and search filters, to ensure your data is sent to its intended destination. We can also export related objects through a single pull, which eliminates the manual work required to pull multiple datasets in Excel.

The data can be imported & exported from such repositories as Dropbox with ease! We can also set your import or export on a schedule, when you need the data updated on a weekly or monthly basis.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

Using Reporting Snapshots to report on historical data in SFDC

A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object.

They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

For example, a customer support manager could set up a reporting snapshot that reports on the open cases assigned to his or her team everyday at 5:00 PM, and store that data in a custom object to build a history on open cases from which he or she could spot trends via reports.

Then the customer support manager could report on point-in-time or trend data stored in the custom object and use the report as a source for a dashboard component.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Never miss an appointment, sync your Google or Outlook calendar with Salesforce today!

By syncing your Google or Outlook calendar with your Salesforce instance, you can track all your events and activities in one calendar. Many times trying to book a meetings requires multiple emails to figure a time and day that works.

With calendar sync, you can quickly see your availability and so can all parties involved! It only takes a few clicks to set appointment and instantly have records of the event recorded in Salesforce.

You also have the capability to prioritize which events are recorded in Salesforce & which ones shouldn’t, for the user who may use email to track professional & personal appointments.

Also keep track of attendees who you are meeting with, you’ve met with & invitees who you’ve sent appointments to, by immediately updating their contact or lead records in Salesforce.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

Reach your prospects or customers by phone, without ever leaving Salesforce!

If your sales team relies on phone calls to reach your prospect of client base, a Computer-toTelephony (CTI) application (integrated with your Salesforce cloud) could be the perfect solution for you.

A CTI app will help you leverage all the qualities of Salesforce, with the ease & application of traditional out-bound dialing.

With features such as 1-click calling, caller preview/profiling, 1 click voicemail recording, and call monitoring; you can track and record all your metrics, all right within your Salesforce!

There are many options when it comes to selecting a CTI provider, and by reviewing your business needs – we can help you choose the best one for you!

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

Bring contacts from Linkedin to Salesforce, with the click of a button... and for free!

For many business professionals, Linkedin is an integral networking tool used to reach all sorts of customers. By using a free “Export to CRM” plug-in tool, we can seamlessly bring your Linkedin contacts to your Salesforce instance, with the click of a button.

Long gone are the days on copy & pasting your contacts from Linkedin to Salesforce, with 1 click you could send a LinkedIn connection directly to Salesforce as a lead, contact, or account.

Additional features include the ability to view Linkedin profiles side-by-side with Salesforce records; as well as having Linkedin messages captured in Salesforce. This one small change can help save time & raise productivity, especially when prospecting!

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

How SFDC Trailheads can enhance Salesforce knowledge

Have you heard of using the SFDC Trailheads to better your overall understanding of Salesforce? There are over 25 trails and 90+ modules ranging from Beginner all the way up to Expert level that will help you sharpen your Salesforce skills and enhance your knowledge.

Trailheads provide developers and administrators a guided path through the key components of Salesforce using interactive online tutorials. They are self-paced and allow you to learn what you need, when you need.

The website is continually being updated with new content and modules to help you further your comprehension of Salesforce.

Did we mention it’s fun? Click the link below for more information on how to get started with Salesforce Trailheads.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Save time by bringing Gmail & Salesforce together!

Salesforce App exchange offers a wide range of solutions, for bringing your Gmail inbox right into your Salesforce instance. By evaluating your specific needs, we can help deliver the Gmail integration that best fits your business needs.

Some of the features that can be included are tracking and logging your emails with Salesforce, syncing your Salesforce calendar with your Gmail (Google) calendar, while also setting meetings that are reflected in both systems.

Along with tracking emails, there are opportunities to use Salesforce email templates in Gmail; edit records, manage tasks, record activities, create opportunities, save attachments to a contact or lead – that are recorded in Salesforce – without ever leaving your Gmail inbox. The possibilities are available to create seamless integration between both Salesforce & Gmail, and we can show you how.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html