Track Custom Data in Salesforce
We Offer Different Salesforce Consulting Services
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that makes sales, service, marketing and more easier for both businesses and their customers. Use the Salesforce applications for small, midsize and enterprise organizations, with a focus on sales and support.
Track Custom Data in Salesforce
We can help you to identify the custom data you want to track then build the custom objects and fields desired in your Salesforce to track your data.
We can customize Salesforce so you can track your custom data.
- Salesforce includes a lot of out of the box features and tracking like Accounts, Contacts, Leads, Opportunities, etc. With standard fields like name, email, phone, address, opportunity stage, opportunity amount.
- Every business is unique though and might need to track some other data that is not already included.
- We can help you to identify the custom data you want to track then build the custom objects and fields desired in your Salesforce.
- A custom object is an object like Accounts. It is an entity. For example Accounts is an object. The records are for that object. For example each record of an Account is a specific company record. Contacts is another object. Each person is a record in the Contacts object.
- As an example lets say you want to track Applications. People apply for a job at your company. So you can setup a custom object in Salesforce called Applications to create a record for each application submitted to you. Then you would create fields on that object like Applicant Name, Phone, Email, Position, Status.
- You can create all types of fields like a text field, currency, number, picklist, multi select picklist, etc. You can also create fields to relate the record to another object.
- You can create custom fields or customize existing fields on standard objects that already exist or create new objects and fields to track any data you want.
- Think of an object as a tab on an excel spreadsheet. You might have a spreadsheet and are tracking some data like Projects with one row for each project and the top row has all the header/column names which are like the fields in the object.
- Creating custom objects and fields is actually not that hard in Salesforce and that is one of the benefits of using a platform like Salesforce. You can easily customize it. If you want you can certainly try to make some custom objects and fields yourself.
- Or we can help you build and configure all the custom data you need to track in Salesforce. For an estimate we just need to know how many custom objects and fields you need to create.
- At A5, we are about more than just systems implementation. Our A5 offerings (Audit, Advise, Align, Attain, Assist) span the entire software ownership lifecycle and that mindset permeates each aspect of our service delivery. We understand that most of the work happens around and outside of the implementation and we are happy to guide and assist you each step of the way.
- At A5, with hundreds of sales cloud implementations across verticals, our team of experts understand your complex business processes converting them into simple business solutions to drive your business forward. Our highly certified and experienced team of functional and technical consultants, architects and project managers work with your teams catering to your business needs implementing business solutions using the industry best practices.
- At A5, we utilize a hybrid Agile/Waterfall methodology that allows for and anticipates the learning that often accompanies a deep dive into our Salesforce implementation and enablement. This flexibility allows us to work with you to create a solution that will work for your sales team while creating a high sense of ownership within both the user and admin groups. We follow this up with a rigorous testing cycle to ensure platform accuracy and effectiveness prior to system launch. We’ve found this hybrid approach to be the most successful way to deliver quality projects and platforms to our clients – on time, on budget, and with high adoption.
- At A5, we accelerate your digital transformation thru our breath of services across multiple platforms helping us package customized solutions that will meet all of your business needs.
Contact the digital transformation experts at A5 today to find out how we can guide your business to greater success.
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