sales-force-questions_1.pngAt Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for June’s tips.

 

 

 

 

 

asset-22_0.pngReduce your data input time by auto-populating fields using API data and Dynamic Picklists

 

If you have records with fields that are populated by information dependent on other fields, you can speed up your data entry e.g. create an Industry Picklist on an Organisation, where the Picklist selection auto-populates the SIC code in a separate field. See our example here.

 

asset-21.pngFree up storage space on your account by condensing the size of your Database

 

Audit data is often a good place to look if you would like to reduce the size of your database(s). Historic audit data can be exported so that you can clean your database and free up space, this is explained here. Your export can be saved elsewhere should you ever need it for future reference. You can export your audit data from your Landing page or a Report. When exporting from a Landing page make sure that you add a column for everything you would like to export. Use filters to limit the data, for instance to be prior to a certain date.

 

asset-40.pngNeed support?

 

We are proud of our Workbooks support team, and here is how you can help us to help you as quickly as possible:

 

 

    • We are ready to support any technical issues with Workbooks and are available via telephone, Email or the web. If you have a question regarding how to achieve something within Workbooks, we can point you in the right direction and our Knowledge Base is a great help. Questions of this type are often related to training rather than technical problems, which are beyond the remit of support and become chargeable consultancy.

 

    • In order to reduce the time taken to resolve your Case it’s great if we can get as much information as possible, such as who is affected and how we can replicate the issue. For more details on the information required please check here.