gokubi.com

I mentioned earlier that Winter ‘07 has more changes than I’ll be able to incorporate any time soon. But as my first customer site was upgraded yesterday I found there were some quick wins that took almost no time at all:

1. I want all my users to only create new Contacts from a special form I built. This form creates a Household for the new Contact. So I overrode the New button for Contacts with the S-Control that is my special form. Now no matter where the User hits “New” for a Contact, they go to my form. Huge win for enforcing business processes and data quality. Time to implement: 2 minutes
2. I want all my users to only create Opportunities from special code I call from a Contact or Account detail page. So I hid the “New” Opportunity button on the Contact and Account detail page’s Opportunity related lists. Time to implement: 4 minutes
3. Until I get the Opportunity New button overridden the way I want, I can hide the “Create New” dropdown that shows up on the left sidebar. Time to implement: 5 minutes

So just like that, in 10 minutes, I have forced my users to create new Contacts only in the way I want them to, and I’m tightening down how they create Opportunities–about 2 hours of work and I’ll have that completely done as well.

This is incredibly important. Enforcing business practices is what good CRM is all about, and without data quality eveything can fall apart. The inability to lock down how Users entered data has been a real drawback of Salesforce.com to date. But no more. They now give me the control I need and make it easy to implement.

This entry was posted on Sunday, January 7th, 2007 at 11:13 am and is filed under CRM, Technology. You can leave a response, or trackback from your own site.