How to Display All Records in a Lookup Search in Salesforce

Danie ZhengProblem Solved, Salesforce, Technical TipsLeave a Comment

salesforce wallpaper

Problem: What does someone do when they do not know all the possible values are for a lookup, considering it requires a few characters before it searches, even if it only has 4 values in the lookup? Solution: Follow the steps below to accomplish displaying all available records in a lookup search. 1. Create a lookup relationship to the object you are trying to search   2. Create a text field on the parent object with a default value of ‘All’ 3. (Optional) Remove the new text field from the page layout so the user can’t see it. 4. To … Read More

M&S Consulting Achieves ISO 9001:2015 Certification

Brandon JonesBig Data & BI, Cloud and Virtualization, Higher Education, Identity & Access Management, News and Updates, Notes, Oracle, Project Management, Salesforce, SAPLeave a Comment

MORGANTOWN, WV – M&S Consulting is proud to announce our achievement of ISO 9001:2015 certification. ISO 9001:2015 was selected specifically to validate our ability to exceed the quality expectations and requirements of our customers. ISO 9001:2015 is a globally recognized quality management standard developed and published by the International Organization for Standardization (ISO). The certification provides a model for companies of all types and sizes to use in building an effective quality management system. The standard is based on several quality management principles, including having a strong customer focus, involvement of high-level company management, a process-based approach, and ongoing improvement. … Read More

What Do SAP, Salesforce, and Solar Have in Common?

Jimmy LutzBusiness Strategy, Offerings, Problem Solved, Salesforce, SAP, Technical TipsLeave a Comment

MS Consulting SAP Integration

A large, publicly-traded solar power company used Salesforce to track sales activities and SAP for billing and other finance-related functions. Each of these systems performed their respective functions effectively; however, our customer believed that sharing information between systems could greatly improve efficiency with new customer deployments and internal processes. They called on us to help advise them and implement a new integration. Our team focused first and foremost on the business needs. Many data integration projects fail to deliver returns because they focus on tools and tech at the expense of the business drivers. Once requirements were fully understood, we … Read More

The Sales Reports You Want vs The Sales Reports You Get (video)

Jimmy LutzBig Data & BI, Offerings, Problem Solved, SalesforceLeave a Comment

Leadership at a large media and entertainment company with over 2,500 sales-focused users was receiving standard sales reports through Salesforce. Managers could not easily view data for each user in the same format as the rolled-up reports, and individual users could not see their own data the way their manager could. This meant that there was a constant disconnect between how leadership managed the business and how individual contributors tracked their own results. The popular business intelligence tools oversimplify the data or create basic dashboards, which did not meet the client’s needs. Working closely with our client, we developed a … Read More

Nonprofit Theater Keeps the Film Rolling with Salesforce

Jimmy LutzProblem Solved, Salesforce, SMBLeave a Comment

A non-profit organization that shows classic, foreign, and indie films use Salesforce to track memberships and yearly festival pass purchases. The original configuration struggled to track people and households that passed through their theater, leading to extra manual work. They also needed a better way to track and report on membership and renewal campaigns, to improve business performance. Our team upgraded them to and customized the latest version of the Salesforce Nonprofit Starter Pack to deliver a comprehensive tracking and reporting system aligned with their business and community needs. The new system more effectively tracks and manages membership, donations, and … Read More

Healthcare Research Firm Uses Enhanced Reporting to Improve Service Delivery

Jimmy LutzProblem Solved, SalesforceLeave a Comment

A healthcare research organization needed to better track invoices from project awardees, along with research metrics from multiple groups. Their manual data collection and analysis were disjointed, prevented the timely allocation of resources, and cost too much time. Out-of-the-box Salesforce reports and tracking were not meeting their needs. Our team built a custom application within Salesforce to track invoices and pull together other key data from across the organization. With their data now being logged within Salesforce, reporting became supercharged. The process that previously required multiple email approvals and attachments, now is automated, making critical financial and research reports readily … Read More

Public Transportation Authority Jump-started with Salesforce Nonprofit Starter Pack

Jimmy LutzCloud and Virtualization, Problem Solved, SalesforceLeave a Comment

A local transit authority and provider of public transportation needed online capabilities to manage their routes, riders, and inventory. In addition, their eCommerce and shopping cart capabilities needed to integrate with their transportation platform. M&S Consulting was able to help meet their needs through Salesforce, by customizing a solution specifically for their needs. Drivers now have a tablet mounted by their seat to access a Salesforce instance containing route and rider information. This enables drivers to be aware of the passengers riding their buses, including their booking reservations, pickup points, special seat arrangements, and, importantly, when they enter and exit … Read More

Nonprofit Supporting Survivors of Human Trafficking Gains New Clarity from Salesforce Implementation

Jimmy LutzBig Data & BI, Problem Solved, SalesforceLeave a Comment

Supporting Survivors of Human Tafficking

An East Coast-based nonprofit organization tracked all their interactions with donors and people in need using an antiquated web page, which made reporting nearly impossible. They also needed a better way to track employee hours, volunteer hours, and services provided to those in need. Finally, they needed a way to gain visibility into how to improve their services. Our team volunteered to customize the Salesforce Nonprofit Success Pack to better suit the needs of the nonprofit. We provided a comprehensive reporting system, time tracking with approvals and a way to show how they support their clients over the years with … Read More