Tag: CRM

Web-to-lead is the connector between any type of contact form on a website and the lead object within a Salesforce system that captures enquiry information. It allows information from a contact form to be automatically populated into Salesforce to save you having to rekey this information. There is nothing to download and install, you simply need to add some HTML code into your website forms […]

Ensuring data is as accurate as possible is extremely important for reporting purposes. A new customer who recently joined us had very messy data within their existing system. The challenges ranged from data which was put into text fields rather than fields specific to the data’s purpose, pick list values which were not selected, household contact data captured in the wrong contact and many other […]

Understanding statistics at a high level where all the key information is captured in one place is an important overview to have within a system. Find out how I used the universal roll up summaries, formula fields and validation rules to capture a summary of key data from an event in a customer’s Salesforce system. Using roll up summaries to calculate the sum of a […]

Using Salesforce Flow and checkbox fields for automation of manual tasks. Charlotte has been working to deliver against a great customer project and has been progressing her knowledge and skills in the Salesforce environment. In the latest Apprentice Hoots blog, Charlotte explains how flows and checkboxes were utilised within a Salesforce system to benefit our customer, a local charity. The Problem A local charity came […]

As a business, it’s extremely important to develop and create a work culture that is positive and inspirational – one that encourages and allows individuals to grow professionally. Charlotte explains in the latest Apprentice Hoots blog how she has been inspired so far throughout her time with Coacto. Our work culture has a huge influence on us as individuals On average in the UK, research […]