CoreMatrix
  • Home
  • About Us
    • Core Values
    • Management Team
    • Partners
    • Careers
    • News
  • Solutions
    • Sales
      • Salesforce Demo
    • Marketing
    • Customer Service
    • Information Technology
  • Services
    • Cloud Technology Consulting
    • Social Strategy & Execution
      • Social Business Strategy Workshop
      • Chatter Collaboration Services
      • Salesforce to Social Integration
      • Social Monitoring With Radian6
      • Social Compliance & Playbook
      • Social Training and Certification
    • Cloud Implementations
    • Administration & Training
    • Adoption & Change Management
  • Clients & Success
    • Success Stories
  • Info Center
    • CoreMatrix Webinars
    • CoreMatrix Videos
    • Datasheets
    • Articles
    • Thought Papers
    • eBooks
    • Salesforce Tips for Success
    • eBriefs
  • Blog
  • Contact Us

Enabling Salesforce Features: The More the Merrier [Part 2]

Posted on October 25, 2012 by Jen DeLalio in From the Blog, Salesforce Tips
ftr-enabling-new-features-2

Let’s review some more of the features you can request for enablement via Salesforce Customer Support.

You “Open a Case” via the Salesforce Help & Training Portal, signoff on the conditions and/or consequences of the feature enablement, and voilà…you have a new feature enabled in your Salesforce org!

See the full list documented by Salesforce and the editions in which they are available[1].

Create Date, Last Modified Date field open for initial data import

Let’s say you are migrating data from a previous CRM system into Salesforce.  Upon research, you will find that you cannot insert or update values in the Create Date or Last Modified Date fields in Salesforce.  Without the ability to map source data columns to these fields, these Salesforce date stamps will reflect the day/time you loaded the data, as opposed to when the data was originally created in your source system.  If you make the right “case” to Salesforce (no pun intended,) you will be able to map to these fields when you are setting up the mapping via the Data Loader.

Restricting Search on Fields with Field Level Security

A little known fact is that a hidden field configured via field level security is included the Salesforce search functionality.  For example, when a user performs a search with the term “paperless”, if the Billing Type field is not visible to the user because of the configured field level security settings, any rows with Billing Type = “paperless” will return in the search.  Submit a feature enablement request to Salesforce in order to restrict this behavior.

Product Prices, increase the decimal places to 8 places

Products and Opportunity Products (a.k.a. Line Items) typically reflect two decimal places in the price fields: Standard Price, List Price, and Sales Price.

Some businesses require additional decimal places.  Salesforce allows you to request enablement of additional decimal places – you can specify up to 8 places to the right of the decimal point.

Remove Price and Quantity fields from Opportunity Product Page Layouts

Some businesses require use of Opportunity Products, but choose not to use the standard Price and/or Quantity fields.  When removing these fields from the page layout (standard or multi-line) you would see an error message noting that these cannot be removed.

However, upon submitting a feature request to Salesforce for the ability to remove these fields, you would be able to successfully remove them from the layout(s).



[1] Some items previously requiring request are now available as settings that can be changed without explicit request from Salesforce. Data Export Service, Single-Sign On and Sandboxes are a few examples.

Salesforce Tips

Comments are closed.

Share

Recent Webinars

  • ftr-marketing

    Meet the Salesforce Marketing Cloud

    March 28, 2013
  • ftr-customerservice

    Customer Service Excellence with the Salesforce Service Cloud

    March 6, 2013
  • ftr-adv-tips-2-13

    Advanced Tips for Maximizing Salesforce

    February 19, 2013

    Upcoming Events

    • Previous Events
    • Next Events
    May 2013
    M T W T F S S
        1 2 3 4 5
    6 7 8 9 10 11 12
    13 14 15 16 17 18 19
    20 21 22 23

    Advanced Tips Webinar

    Close
    12:00 pm – 1:00 pm
    24 25 26
    27 28 29 30 31 1 2
    eBrief: CRM—Is it Dead or Alive?

    Tags

    Best Practice Buddy Media Call Center Chatter Cloud Content CRM Customer Service Dashboard Data Integration Integration IT Marketing Marketing Automation Marketing Cloud Mobile Radian6 ROI Sales Salesforce Orgs Salesforce Reports Salesforce Tips Service Cloud Social Business Social Engagement Social Maturity User Adoption Video Webinar

    Cloud Resources

    • 5 Keys to Marketing Automation
    • Cloud Computing Is Smart
    • Cloud Platform for CRM
    • CRM User Adoption
    • Salesforce.com & Twitter Announce Alliance
    • The End Of ERP
    • The Wiki Definition
    • What is Cloud Computing?
    • Why Marketing Automation

    News & Events

    • CoreMatrix Reports on the Status of CRM and Concludes It is Alive and Thriving Despite Contrary Predictions

    • Join CoreMatrix at the Upcoming 12th Cloud Expo New York at No Charge

    • CoreMatrix Reports that Cloud Computing can Help Healthcare Cure its IT Challenges

    • Cloud Computing Is Smart

      From the Blog

      • Customer Engagement: Not Just the Latest Buzzword

        Type “customer engagement” into Google and you get almost 75 million results. The concept of customer engagement is not just...

        May 1, 2013
      • The Cloud Covers All Industries, Every App—and Your Customers

        Whatever industry you work in, whatever your department or area of expertise, cloud computing has established its presence. From retail...

        April 29, 2013
      • Social Madness During March Madness

        Whether or not you’re a NCAA basketball fan, how can you not notice March Madness? How many of your colleagues...

        March 28, 2013
      • Provide Better Customer Service & Gain Insight into your Call/Contact Center’s Performance

        The Salesforce Service Cloud is helping companies provide stellar customer service across many channels. With the continuing growth of customer...

        March 7, 2013
      • Tips for Creating Dashboards for Anyone in Your Organization

        Dashboards are an excellent way to get a snapshot of how your organization is performing. Creating customized dashboards in Salesforce...

        February 22, 2013
      • Advanced Tips for Salesforce Q&As

        Our last webinar yielded some excellent Q&A that may be useful to you. Take a look and please post comments...

        February 15, 2013
      • Internal Collaboration Gets Social

        Companies have always collaborated internally on projects and issues. There is a long history of technology facilitating that collaboration. First...

        February 8, 2013
      • The Super Bowl is Super Social—You Need to Be Too

        Imagine you work for one of the companies paying $3.8 million for an advertising spot during the Super Bowl broadcast....

        January 28, 2013
      • Oracle’s Acquisition of Eloqua Reflects Changing Market Forces

        When Oracle, the second largest software company in the world, recently announced its acquisition of Eloqua, a recognized leader in...

        January 10, 2013
      • Should Social Take the Place of Marketing Email?

        Many organizations understand the importance of Social. They have adopted social platforms such as Facebook, Twitter, LinkedIn, Google+ and others....

        December 19, 2012

      Follow Us

      Follow on Twitter
      Connect on LinkedIn
      Connect on Google +
      RSS Feed
      Follow on Facebook

      Copyright ©2013 CoreMatrix Systems LLC. All Rights Reserved.
      Home | About Us | Solutions | Services | Clients & Success | Info Center | Blog | Privacy Policy | Contact Us