Salesforce.com Tips from Kao Consulting

How to Create a Salesforce.com Custom App

lkao — Wed, 21 Oct 2009 15:30:15 +0000

The ability to create a custom application on top of Salesforce’s native platform has existed for several years. It’s been known by several names in the past (AppExchange apps, custom apps) and now, Force.com Apps. Finally this video provides a nice summation in just a few minutes, to the essential steps in building your first custom [...]

How to Create Your Own Website on Salesforce.com

lkao — Sun, 18 Oct 2009 20:44:16 +0000

Also known as Force.com Sites, Salesforce.com lets you build your website on top of their platform. What’s that mean? Your tech folks no longer have to build a database from scratch to capture whatever information your website is trying to get from its visitors. You no longer have to get your email inbox bogged down with unsortable [...]

How to Log a Voicemail Call in Salesforce

lkao — Sun, 30 Aug 2009 17:09:23 +0000

The Salesforce folks have started publishing short best practice snippets over on YouTube. Here’s a customization tip that describes how to create a custom button that performs two actions for you: Logs a completed activity (that you made a call and left a voicemail), Creates a new task to follow up later with a call So if you’re [...]