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3 Reasons Why Projects Need Salesforce Architects

3 Reasons Why Projects Need Salesforce Architects

A Salesforce Architect does more than just implement a system. An architect works with your company to not only implement, but configure the system to better suit your needs, and recommends best practices and other products/apps that would give you a boost! Check out the article below for more!

https://www.salesforceben.com/3-reasons-why-salesforce-projects-need-architects/

5 Tips for Working Remotely

5 Tips for Working Remotely

Whether you are new to the at home setup, or a long time pro, we could all use some guidance for creating a better and more effective environment when working from home. So with that in mind, here are our 5 essential tips for working remotely – A guide for beginners and pros alike!

Tips for Working Remotely

Set a Routine

Working from home means creating your own boundaries, and sticking to them! Pick a start and stop time to regulate your day, preferably similar to what you are used to when working from your office.

When you get up, keep your morning routine of getting ready, such as taking a shower, making coffee etc. How you start your morning makes so much difference to your day. Getting up and not doing much for a while can leave you feeling unmotivated. On the other hand, rolling out of bed and opening your computer, while it might feel productive at first, can make it hard long after a few days or weeks to feel boundaries between your personal time and work time.

Similarly, give yourself a “set” lunch time, as well as a couple breaks in the day. Working straight through the day is ok once and a while, but you will thank yourself for getting some down time.

If you can create an “end of workday” routine, such as taking the dog for a walk. Equally as important as how you start your day, is how you end it. Whatever you can do that gives your brain and body a clear signal that, “the workday is over”, will help tremendously. And yes, this means that once the laptop is closed for the night, you keep it closed!

Try to appreciate the benefits that do come with remote work. You’re not commuting. You’re able to make your own lunch and save money doing so. You have more control over your schedule and more time with family. Focus on whatever positives you can find.

tips for working remotely

Create a Workspace

No matter what your home layout is, setting some type of dedicated workspace if possible is very helpful for creating and maintaining work boundaries. Whatever space you decide on, try and clear it of distractions, and make it a place you can just work. I personally recommend keeping the TV off as much as possible. If you wouldn’t have it on at work, it will only act as distraction at home. Anything you can do to train your brain that “this is where we go to work” will help with transitions and set your mindset for work.

Make sure you have solid Internet connections

Can you work without the internet? Because I certainly can’t do my job without it! Robust internet access is critical to being able to run all the programs and tasks you want, such as video conferencing.

If you don’t have any options right now to increase a low bandwidth, then be mindful of how many programs you have running at a time, as the more you run, the slower they will all go.

Similarly, if you are sharing a connection with family, roommates or partners, you may need to have a discussion about allocating internet time. Especially for those of you with kids who will want to be sucking up bandwidth 24/7, setting aside some rules for connection usage can be critical.

Set up Digital Social Engagements

Wherever you fall on the Introvert/Extrovert spectrum, social engagements are important to maintain balance and mental health. Schedule extra video chats with your colleagues, engage in your team’s group chat (set one up if you don’t have one yet!)

Embrace the webcam.

That’s right! Think of it as a reason to shower and comb your hair in the morning. Sitting on conference calls all day can be mentally draining, but even more so when you can’t see anyone. There are time delays, not knowing who’s talking because you can’t see the person, people getting interrupted on accident, etc.

Webcams can solve a number of these issues: the sense of isolation and that confusion behind. Being able to see who you are talking to helps you get body language cues or other non-verbal items, that make a huge difference to communication and feeling connected.

Finally, if you are struggling with the distance between yourself and others, make an effort to over communicate. While it might seem awkward to some, making that extra effort can really help to bridge the gap.

 

-Ryan and the CloudMyBiz Team

 


 

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Changes to Salesforce Data Recovery Plans

Changes to Salesforce Data Recovery Plans

Starting July 31st, 2020, Salesforce will no longer provide data backup recovery services in the case of data loss. While this is definitely a big deal for Salesforce users, don’t worry, there are plenty of options to ensure you keep your data safe in the event of catastrophe.

data, big data, data recover

Our friends at SalesforceBen have put together a great overview article that explains what the data recovery service is, why you would use it, and what your options are for going forward.

In addition to the comments you can find on that site, at CloudMyBiz, we wanted to add the on that the best practice is to start planning for this change now.

  • Take a look at your processes and figure out what options will best suit your needs
  • Best practices include periodically exporting all of your data for backup, and also doing an export before any major development is deployed.
  • When it comes to choosing a data tool, the Salesforce Data Loader is a great, native option, but we recommend each business do their own research into tools, including 3rd part options, and find the one that best suits their individual needs.

Read the Salesforce Release Notes

 

-Ryan and the CloudMyBiz Team

 


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Unique Business Tasks to Automate

Unique Business Tasks to Automate

We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and pieces set up to help themselves out.

However, there are a number of lesser talked about tasks that can absolutely give you an unexpected boost! Take a look at this brief list and see how they can help your company.

Marketing: Researching relevant topics using Google Alerts.

  • Marketers need to stay on top of industry trends and changes in order to best connect with their customers. Why spend time every week, month or day looking up and browsing through mountains of content. Let the content come to you through custom created alerts!

Customer Support/Relationships: Personalized emails

  • Little gestures can go a long way, such as sending out personalized birthday or anniversary emails. Schedule them in advance, or, if you have an advanced CRM and marketing platform connector, such as Pardot and Salesforce, you can have those emails go out automatically on the relevant date, with custom email templates that pull customer information from the record.

Admin: Invoices & Bill Pay

  • Whether you have a long list of customer invoices to collect on, or your own bills to pay, it can be a bit overwhelming and certainly time consuming. There are a plethorea of apps out there that can help you out with automated payments, automated invoice reminders and more! Of course, if you have Salesforce, choose one of the various integrated apps from the AppExchange, and you will have even more customer access and data at your fingertips.

 

Click here to read the full list!

-Ryan and the CloudMyBiz Team


 

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Salesforce Mobile App Upgrades for Spring ‘20

Salesforce Mobile App Upgrades for Spring ‘20

As the year continues to roll along, we are already beginning to look back on the the Salesforce Spring ‘20 release and the improvements it contained. Released on February 17th, this update is further helping users power their entire business – on  Salesforce Mobile. Some improvements include:

  • Increased productivity with enhanced navigation and custom notifications
  • Improved AI integrations
  • Better unification between Desktop and Mobile experiences

Click here to learn more!

 

-Ryan and the CloudMyBiz Team

 


 

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AI for Lending

AI for Lending

big data, AI for Lending

As AI continues to penetrate deeper into just about every industry and vertical, it comes as no surprise that it is also beginning to make its presence felt in Alternative lending and finance. However, when it comes to AI and Machine Learning, there are many myths out there that make the technology sound too complex for smaller companies. Some of these myths include:

  • AI is Always a Black Box
  • Datasets Must be Prepared by Data Scientists
  • AI Costs a Fortune
  • Risk Experts Don’t Need AI

AI for lending is a powerful tool, and if you had ever thought it was beyond your reach due to one of the above reasons, you might be able to think again. Especially if your loan management system is built on Salesforce, then you have the option to utilize the fantastic power of the Salesforce Einstein AI, and unlock deep insights into your business.

 
Click to learn about AI for Salesforce

 

-Ryan and the CloudMyBiz Team

 


 

Want to get started with Salesforce? 

Need custom development or consulting to enhance the Salesforce you already have?

 

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