Popup Reminders

Popup Reminders:
How to remind the users to add products for an opportunity .First create a rollup summary field that calculate how many products for an opportunity and then you can add a visualforce page with java script on your page layout like this

<apex:page standardController="Opportunity" rendered="{!Opportunity.Number_of_Products__c<1}">

<script type="text/javascript">
{

var r=confirm("please add opportunity ");
var i=0;
if (r==true&&i==0){
window.open('/p/opp/SelectSearch?addTo={!Opportunity.Id}&retURL=%2F{Opportunity.Id}','_top',false);
}else{
i=1;
}
}

</script>

</apex:page>

               

Salesforce For Outlook

Salesforce For Outlook:
Sales Managers need greater visibility into rep activities to ensure they are working effectively and to continue to build a best in class sales team.Trying to close deals quickly , sales reps rarely have a time to log activities in salesforce. Many reps depends heavily on outlook for their task, calendar and email management.

There are seven steps to set up salesforce for outlook.Administrator needs to create a separate configuration for sales reps.who will sync contacts ,events and tasks , and sales managers who only need to sync events.for this 

1. Admins must first name and activate their configuration.Remember you cannot create a custom configuration with Contact Manager or Group Edition

2.Next, admins will select which users and profiles to assign to this configuration

3.Admins will then select whether data will sync one or both ways , and define conflict behavior.

4.They can then allow users to define some data sync settings, such as whether an object will sync ,sync direction ,conflict behavior, or field mappings.

5.Finally, admins can define the data sets ,or the scope of the contact, and 

6. For the sales reps ,the event data ,and

7.The task data that will sync with salesforce.

Once these seven steps are complete ,sales reps and managers may download and use Salesforce for Outlook.

From setup menu navigate to Desktop Administration --> Outlook Configurations click new Outlook Configuration to create a configuration for sales users and mark it active.Next need to assign standard user and system admin profiles to this configuration.Notice you can also assign individual users to an outlook configuration.Next allow users to add emails to Salesforce by selecting Add Email. and define contact sync settings .Contacts should sync from both Salesforce and Outlook but records in outlook will win if there is a conflict.