Consolidate Form Checkboxes to 1 SF Field

Clients often have website forms with a large number of fields, especially checkboxes.  Unfortunately, it’s often Salesforce that bears the brunt of this by simply adding all the fields to the Leads object.  In this post, I’ll explain how you can avoid having 60+ checkboxes on the Lead record page, but still show checkboxes on…

Salesforce Admin Role & Staffing Recommendations

Because the Salesforce software takes care of many traditional admin tasks, system administration is easier than ever before. This person is one of the most important resources in making your CRM a success; it’s important to carefully choose your administrator and to ensure they are keeping their skills up to date.