It is a shorter blog review today with so many on vacation for Thanksgiving. That means you should start it off by reading a few themed blogs Hitachi Solutions shared CRM Features to be Thankful For and CRM Tip of the Day posted about the Top CRM Turkeys.

I would say the CRM features I am most thankful for are Workflows and Advanced Find along with Export for Re-import. Workflows allow me to automate processes without needing to involve a developer. Advanced Find allows me to find detailed information about a record or isolate instances where a particular situation is occurring. I’m also very thankful for the CRMUG Community and how it has really helped me learn and grow as well as make so many friends in my field.

But back to the regular blog review as there are a few quick items I want to focus on.

PowerObjects shared Troubleshooting Tips: Why isn’t my Business Rule Working? This walks through how to troubleshoot a few common issues you may run into with Business Rules. A helpful tip that was mention was that Calculated Fields cannot be used in a Business Rule or to trigger workflows. Keep this in mind when you are planning your logic.

Develop1 posted Option-Set, Lookup or Autocomplete. This talks through the different options you have to avoid using free-form fields. They talk about the options for each and the best options for specific scenarios.


That’s all for today. Have a lovely weekend!