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Solving Common Salesforce Issues

  • 1. Can't access Salesforce
  • 2. Salesforce is slow
    • Clear out your cache and cookies.
    • Increase your internet speed.
    • Prioritize traffic through your Network
  • 3. I can't see my report
    • Make sure the Report Type is “deployed”
    • There is no objects with ‘read’ access
    • If multiple objects are involved, make sure one object is not hidden
  • 4. Third-party features are missing
    • Check what edition you are on
    • 60-80% of Salesforce App issues are Edition-related limitations
    • Review the complete list of limitations
  • 5. Salesforce can't see new opportunity
    • Enable new record type
    • Check and then uncheck Opportunity under Record Type Selection


Salesforce Implementation:
Should We Do This Ourselves?

How does a company improve the odds for a successful Salesforce implementation?


Download: Should We Do This Ourselves?

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