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SalesForce – Holiday Cheer, Handling Pat

Things have been a bit crazy, I got back from Search Engine Strategies Chicago last night, I didn’t know about the Yahoo party in advance so I had no chance to network at all. I was hoping to find someone in a similar size company to trade best practices and war stories with. At least I did get to pick up some CheeseCorn, a Chicago must-have.

I have notes on my laptop with a whole list of topics but I’m not about to boot that up now. So here’s the latest SalesForce tips – we’re doing a holiday gift, some pretty cool mugs if I do say so myself. I’ve added a field in SF for contacts so the reps can check the box if they want them to get one. This way our admin can run a report and generate labels in one shot.

I saw another salesforce installation where a smart admin added a gender field to avoid embarassing situations with “Pat” or “Chris” this also comes up with names outside of your home country. CheeseCorn for Pat!