TIPS & TRICKS

• The maximum number of records that you can export at the same time from Microsoft CRM 3.0 to Microsoft Excel is 10,000 records?  This behavior is by design.

• The out of the box maximum attachment size in Microsoft CRM is 5 MB?  This is by design but can also be changed for the server installation in the registry.

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Salesforce

Oops!  Did you accidentally delete a contact, lead or any other type of record?  When a record is deleted, it is placed in the Recycle Bin of the user that deleted the record. The record stays in the Recycle Bin for 30 days, after which it is automatically purged. During those 30 days, deleted records can be undeleted by retrieving it from the Recycle Bin.

To retrieve the record from the Recycle Bin:

1. Click on the Home tab.

2. Click on the Recycle Bin link / trash can icon.

3. Check the action box next to the records you want to retrieve and click "Undelete".

4. Users with System Administrator rights can view and retrieve items from the Recycle Bin for all users.

*Note - Variations of Deletion behavior:

• If a child record is deleted (such as contact or opportunity), and the parent record is subsequently deleted (e.g. the account), the child record is permanently deleted. Therefore even if the parent record is undeleted, the child record cannot be recovered. [If the child record is undeleted first this won’t happen].

• When a parent account is deleted all the links to the child accounts are removed. If that account is subsequently restored from the recycle bin, the links to the previous children accounts are not restored.

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SalesLogix

Want to view the Sales Dashboard in V7 without the Activities at the top?

1. Open the SalesLogix Administrator.

2. From the Users view, double-click the appropriate user’s name, and then click the Security tab.

3. Under Feature Security, in the Entity Name box, select Sales Dashboard.

4. In the Detail View and Lookup View boxes, select an item other than Use default view.

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