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Salesforce Updates week52 2016

A description of several updates in Salesforce made the week of 26-dec-2016


This week there are some important new updates in four record-types in Salesforce.  
There is also a new feature enabled to 'enhance' the task up looking up items in related lists:
    Please note that each of these changes represent new things you are ABLE to do in Salesforce.  

    Don't feel that you must go back and check these new options for every contact you own.  After we use these new features for a while, we will develop ways to review and update all contacts and accounts.

    1. Enabled 3 checkboxes for contacts that should not or do not want to be contacted:
      1. Email Opt Out
      2. Do Not Call
      3. Fax Opt Out
      4. These fields will be used to 'exclude' a contact when exporting a list of names, such as a mass-email list.

    2. Added a new checkbox for contact owners to indicate "Check Contact Owner First"
      1. You can use this field to show that you want to know be asked before anyone sends a message to this contact. 
      2. This field will be used to 'exclude' a contact when exporting a list of names, such as a mass-email list.

    3. Added a field to enter county name

    4. Added a link to find the county name from an external website (http://noc.to/)

    5. Made "State" and "Country" fields into 'picklists'
      1. This was done to support better reporting by having country and state names spelled the same way for each record.
      2. There are 2 ways to choose an item in a picklist
        1. Use the mouse to scroll down the list and click the name OR
        2. Start typing a name, the list will find the matching names, and then you can use the keyboard enter key to choose the name.

    6. Made "State" and "Country" into required fields.  
      1. In the future you will need to indicate a state and country for a contact to save it.
      2. If you do not know the country, you can choose "_Country unknown"
      3. If you do not know the state, you can choose "_State unknown" 
      4. If you know the state or country but it is not listed, choose "_Not listed - see notes" and add a note with the information.  We will periodically search for "_Not listed" records and see if it is valuable to add the names to the picklist.

    Organization Accounts

    Note: These changes are identical to some of the changes described above for contacts.
    1. Added a field to enter county name

    2. Added a link to find the county name from an external website (http://noc.to/)

    3. Added a field to enter the web address for a Wikipedia reference for the organization

    4. Made "State" and "Country" fields into 'picklists'
      1. This was done to support better reporting by having country and state names spelled the same way for each record.
      2. There are 2 ways to choose an item in a picklist
        1. Use the mouse to scroll down the list and click the name OR
        2. Start typing a name, the list will find the matching names, and then you can use the keyboard enter key to choose the name.

    5. Made "State" and "Country" into required fields.  
      1. In the future you will need to indicate a state and country for a contact to save it.
      2. If you do not know the country, you can choose "_Country unknown"
      3. If you do not know the state, you can choose "_State unknown" 
      4. If you know the state or country but it is not listed, choose "_Not listed - see notes" and add a note with the information.  We will periodically search for "_Not listed" records and see if it is valuable to add the names to the picklist.

    Community Accounts

    Note: this change is also identical to the changes to contacts and organization accounts.
    1. Added a field to enter the web address for a Wikipedia reference for the community

    Community Team  Member

    1. Added a new role for community team member - "Communication Lead"
      1. This is similar to the column in the community team spreadsheets and makes it quicker to find when in Salesforce

    Enhanced Lookup

    1. A new feature has been enabled for finding things named "Enhanced Lookup".  This does not affect the 'global search' box on the home page.  Rather, this is when you are in a record like a contact and want to find another item using a Salesforce Lookup field  - such as adding an organization account to a contact.
       
      There is a video describing this feature in knowledge base article Enhanced Lookup window (video) 




    Keywords:salesforce, updates, features,   Doc ID:69551
    Owner:James L.Group:CHR&R Program Technologies
    Created:2016-12-16 14:21 CDTUpdated:2016-12-29 20:47 CDT
    Sites:CHR&R Program Technologies
    Feedback:  1   0