Monthly Archives: August 2009

How to Log a Voicemail Call in Salesforce

Posted on August 30, 2009 by lkao

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 confident in your basic Salesforce Administrator skills, this is a nice little productivity tool for your reps.

Note: The video only mentions that once this button is created, you’ll have to know how to add it to the appropriate page layouts, so you should be familiar with that concept.

Posted in SFA, Tips | 2 Comments

How to Add a Google Calendar into Salesforce.com

Posted on August 30, 2009 by lkao

User quintonwall has posted a quick demo on how to embed a Google Calendar into Salesforce.

Why not use Salesforce’s calendaring feature? That’s another story, but for now, let’s just say if you’re a current Google Calendar fan, and you’re using Salesforce, you (and the team, optionally) can incorporate your Google Calendar into your Salesforce Home Page.

Key points shown:

  • How to get the embed code from Google Calendar
  • Where to paste it in Salesforce
  • Who to share it with (if at all)

Note: There’s no audio, but there are text annotations along the way.

Posted in Salesforce.com - General, Tips | Comments Off on How to Add a Google Calendar into Salesforce.com