We are trying to do our best to meet our customer needs and expectations and increase their personal productivity. We analyze the salesforce.com’s IdeaExchange http://ideas.salesforce.com, searching for the most frequent customer requests and finding out how we can solve these issues or suggestions by using InvisibleCRM Suite for Salesforce: SalesDesktop, SalesFolder and SalesAlerts.
Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:
User Mailing Lists for Document Forwarding
|
|
I store technical reference documents under the Documents tab. Sometimes, I want to email the updated versions to all of my field support engineers, who also have Salesforce user accounts. I would like to set up a mailing list that contains my field engineers, so I do not have to keep entering them individually.
Link to source
(Service and Support)
|
|
 |
 What InvisibleCRM Support Team Guru say:
Do it with SalesFolder
With SalesFolder, you do not need to email your colleagues about updated versions of documents. Using SalesFolder, you will receive updates automatically with synchronization as soon as the updated versions are uploaded into Salesforce.com by any of your colleagues. The same for you: as soon as the updated version is saved under your SalesFolder, the next synchronization will upload it to Salesforce.com. No more manual uploading and notifications!
Attached Screnshots:
|
|
|
|
Upload Multiple Documents at One Time
|
|
I would like to have the option to upload multiple documents at one time and save them in the same folder. It would also save time if you could upload documents with their given filenames instead of having to retype them in Salesforce.com.
Link to source
(Administration)
|
|
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
To attach a file to Salesforce.com, just place it inside My SalesFolder. The assignment window will appear where you can select the Salesforce.com record or the document folder to attach this file to. You may also put the file in a particular record folder, and then it will be attached silently. When dropped to My SalesFolder, multiple files can be assigned to different Salesforce.com records, or to the same record. Any of them can be skipped as well. Uploaded files will be saved at Salesforce.com with the same names and you do not need to specify any additional information for them in Salesforce.com.
Attached Screnshots:
|
|
|
|
Mass Deletion of Attachments
|
|
I need to go into all the Accounts that we have in our Salesforce data and delete all files with the extension “.dtf”. I cannot figure out how to do this without opening each Account individually, selecting each single attachment manually for deletion. I tried to run a report to generate a list of all the .dtf attachments and it seemed to run and give me the results I needed, but there was no way to select them and delete them as a mass delete. There were only the edit capabilities. Can you tell me how I can run a report, which will give me all the .dtf attachments AND will let me select all, or at least, a portion of them and delete them in a mass delete.
If this feature is currently not available, please try to incorporate it into the next version release.
Link to source
(Administration)
|
|
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
SalesFolder is an efficient tool for collaborative work as it automates sharing and distribution of all your CRM documents. It creates a complete Salesforce document repository right on your desktop and automatically and invisibly synchronizes when online. As all your documents are available from your desktop, you can use any search (MS and Google) with its features. This provides you with the possibility to filter documents using the appropriate rules. - Call the Search dialog
- Specify your search criteria
- When you have received the list of target files, just delete them as usual
- Run SalesFolder synchronization to delete them from your Salesforce.com
|
|
|
|
Modify Page Layout on Documents Tab
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
After SalesFolder is installed, it will create a folder on your computer, where Salesforce.com documents, attachments and notes will be allocated. You can find this folder by selecting the following path in the installation wizard (set to “My Documents/My SalesFolder” by default), or simply run SalesFolder, note the icons in your taskbar and DropZone – double click on any of them, or open their right-click menus and select the Open SalesFolder icon. In this folder, the application creates a set of subfolders according to items on Salesforce.com. You can customize this folder as any other folders on your desktop.
Attached Screnshots:
|
|
|
|
Attach Outlook Emails in Outlook File Format to Records from Outlook Addition
|
|
It would be great to attach emails from MS Outlook as an Outlook Format File attachment to a record from a button in the Outlook Edition, much the same way that you can currently add an email to Salesforce.com. This would enable you to open the attachment as an Outlook message, along with/containing its own attachments, rather than the current method, which produces a rather ugly unformatted text with none of the attachments that may have been with the original mail.
Link to source
(Desktop Solutions)
|
|
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
With SalesFolder, you can decide how to save your emails and their attachments:
Save email in Outlook message format and link it to any selected Salesforce.com item. This will save your email as a single message, including all attachments at Salesforce.com under the selected item’s Attachments section: - Select the target email in Outlook
- Drag and Drop it to the SalesFolder DropZone
- From the open Attach File dialog, select the target Salesforce.com item
- The email is saved in Outlook message format under folder and it will be available for you, even when offline
- Next synchronization with Salesforce.com will upload it on to Salesforce.com
Attached Screnshots:
|
|
|
|
Outlook - Sending Attachments, Upload, Document Storage Feature
|
|
SalesForce is becoming a place, where you keep files organized, when you have the document feature turned on. Upload attachments when sending from Outlook enables the system to store them in an assigned folder for that client or to be associated as an attached note that is trackable when opened.
Link to source
(Integration)
|
|
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
With SalesFolder, you can decide how to save your emails and their attachments: You can save email in Outlook message format and link it to any selected Salesforce.com item. This will save your email as single message, including all attachments in Salesforce.com under the selected item’s Attachments section. - Select the target email in Outlook
- Drag and drop it to the SalesFolder DropZone
- From the open Attachment File dialog select the target Salesforce.com item
- Next synchronization with Salesforce.com will upload it on to Salesforce.com
The same way you can drop single attachments from emails to DropZone.
Attached Screnshots:
|
|
|
|
Add Notes to the Offline Edition
|
|
When unable to connect to the Web, having the Institutional knowledge available in the Offline Edition would be very helpful.
Link to source
(Other)
|
|
|
What InvisibleCRM Support Team Guru say: Do it with SalesFolder
SalesFolder provides you with the possibility to work with documents and attachments downloaded on your desktop independently, irrespective of online or offline connections. You can also attach new files to Salesforce.com items or Documents folders in an offline mode. To get these new documents available on your Salesforce.com account, you need just to synchronize SalesFolder with Salesforce.com. The only limitation is that synchronization is, of course, possible only in an online mode.
Attached Screnshots:
|
|
|
|
Outlook usage tips for sales force
