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This might seem like a strong statement to make, but it is a great way to drive adoption. This mentality of only recognizing the data that is in salesforce.com as accurate information forces the users to use the system. This is a good method to use as a stick approach.
If you have tried adoptions contests, training and retraining or enthusiastic encouragement and none of it seems to be working, then it is time to move on to the stick. Talk to your sales managers and directors and help them realize how powerful salesforce.com can be to them with accurate data. Then help them to start using the phrase “If it’s not in salesforce, it didn’t happen.”
A test environment for salesforce.com is crucial to change control. Salesforce.com provides the tools needed to test anything in a test environment before you implement it in your live instance. You can either test in a Sandbox environment or in a Developer environment. What is the difference? I will share what I know…
Searching in salesforce.com seems easy…until you don’t find what you are looking for. Here are a few tips to increase the effectiveness and efficiency of your searching:
Search vs. Advanced Search
