by Henry Abenaim | Sep 19, 2019 | Blog, Salesforce Tips
Salesforce communities can be a huge boost for any business because it allows you to connect with your partners, customers and internal team in a curated and functional way. You can connect your Salesforce org, define exactly what data will be shown to users of the community and custom tailor it to your use case, sales, customer support, knowledge bases, you name it.
Because communities can be so flexible and useful, there are also a number of considerations and options relating to creating a community, specifically around licensing. There are actually 6 different licenses for external community users:
- Customer Community
- Customer Community Plus
- Partner Community
- Lightning External Apps Starter
- Lightning External Apps Plus
- Channel Account
Each of these licenses allows a different type of access and each is associated with an individual user. As a bit of clarification, a user is someone who will login, and use the community. Guests to the community (ex. Knowledge base sites) have no restrictions.
How do you get licenses? Simply put, you buy them from Salesforce. Generally, they are purchased in bundles, depending on your individual needs. Once you have them, you can go into Salesforce and assign the different contacts as users of your community. As an alternative, you can purchase logins, rather than licenses. Logins are a one time use, and are a great option if you have a large volume of potential users, who may or may not exist in your org.
Want more details?
Click here to get the breakdown on community licenses from Salesforce!
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Sep 12, 2019 | Blog, Salesforce Tips
Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business.
Some essential items to consider when looking for new lending software are:
- Short and long-term business needs
- Cloud-based, or on-premises
- Comprehensive, integrated origination and servicing functionality
- Smart automation, proprietary credit scoring
- Easy to deploy, easy to learn
- Access to technology and customer service support
- Proven track record
- Affordable investment
Click here to read the full article!
At CloudMyBiz, we built our Loan Management Solution, FUNDINGO, on the Salesforce CRM platform. Salesforce, as the world’s #1 CRM provides us almost limitless flexibility in addition to powerful automations and built-in scalability.
For more information or details on how our solution aligns with the above points, and if it will meet your specific business needs, feel free to drop us a line.
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Sep 6, 2019 | Blog, Salesforce Tips
It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution is a time consuming data cleanse. Alternatively, the cause may just be insufficient complexity in the merge language.
Well, if you are using Pardot for your marketing efforts, you will now be able to upgrade your merge language to “Handlebars Merge Language” and make better and more personalized emails.
How exactly does HML improve your ability to write emails? In a nutshell, it provides the ability to write “IF” statements. IF statements allow you to specify specific conditions to display content a certain way if the relevant field has dat, and then for that string of content to display completely different if that field has no data.
Previously, Pardot merge tags would simply give you the option to have the data fields populate from Salesforce, and if that field is empty, you would have to write a generic entry to fill that gap. The most common example is “Hey %%first name%%”, with a backup value of “there” for the field. So you would either get the result of “Hey John”, or “Hey there”. It works, but it certainly isn’t very personal or flexible.
With the new HML tags though, you can set up so that the first result would be the same, “Hey John”, but if the first name isn’t known, you can make the whole string completely different, such as, “To whom it may concern” or if you want to have some fun “Hello you beautiful person”.
Click here for more details and examples of how HML tags will work in Pardot.
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Aug 30, 2019 | Blog, Salesforce Tips
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. So without any insight or tracking on the process, you have to just sit back and hope for the best. The answer? The new Pearl Capital Salesforce App that allows you to submit via Salesforce and get real-time deal updates 24/7.
We are bringing you an exclusive early adopter opportunity to connect with Pearl Capital, and get better, faster insight and transparency into your deal submissions. The Pearl Capital Salesforce App was developed by industry experts, and tailored specifically for MCA deals.
The app is easy to set up and status update alerts are totally customizable – so you can choose when and how you want to find out about status changes. Find out more about the app and sign up to learn if it’s right for you by clicking below.
Click here to sign up!
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Aug 22, 2019 | Blog, Salesforce Tips
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different.
Workflow email alerts are designed to send out an email to anyone who needs to be notified of activity on a case or lead. Specifically, these alerts run when a case or lead is created or edited and can be sent to anyone you choose. Finally, it should be noted that workflow email alerts send only one email per email alert.
Email alerts, in general, can be sent out from processes, flows, workflow rules, approval processes, or entitlement processes. Use cases for the workflow email alerts vary depending on your business needs but can include anything from notifying the rep assigned to a case when a new action is taken to keeping management in the loop on changes to high profile leads to keeping your sales team on top of their pipeline.
Our other automated email option for leads and cases, Auto-response rules, are designed to be sent to just the person who either submitted the lead on Web-to-Lead, or to the contact who created the case. These emails send out automatically when a new case or lead is submitted to Salesforce. This functionality sends one email based on the first rule entry criteria it matches in a sequence of rule entries.
Most commonly, these emails are variations of a ‘thank you’ notification and explain what next steps are being taken.
For a quick and easy breakdown, the following table lists some of the differences between workflow alerts and auto-response rules to help you determine which process to use:
| TYPE OF PROCESS |
DESIGNED FOR |
RUNS WHEN |
SENDS EMAIL TO |
NUMBER OF EMAILS SENT |
| Workflow email alerts |
Notifications to interested parties. |
A case or lead is created or edited. |
Anyone you choose. |
Sends one email per email alert. Each workflow rule can have up to:
- 10 email alerts as immediate actions
- 10 email alerts per time trigger as time-dependent actions
- 10 time triggers
|
| Auto-response rules |
Initial response to the contact who created a case or the person who submitted the lead on the Web. |
A case or lead is created. |
Contact on a case or the person who submitted the lead on the Web. |
Sends one email based on the first rule entry criteria it matches in a sequence of rule entries. |
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Aug 15, 2019 | Blog, Salesforce Tips
What does your sales team see when they login to Salesforce? A generic homepage? Apps, widgets and screens that aren’t relevant to their job and are only there taking up space?
If the answer to any of these is yes, you are missing out! Not only is this an easy opportunity to empower your team and give them a leg up each day, but they are actually losing time and effectiveness by not having Salesforce Dashboards on their home page.
A well-built home page may include but is not limited to:
- Calls Logged
- Tasks (pending and completed)
- Calendars & Events
- Leads Breakdown
- Opportunity Pipeline
- Recent Opportunities & Records
Some of these items come pre-built in the Salesforce Lightning Builder, such as “Today’s Tasks”, “Recent Records” and “Recent Items”. The others are simply added as “Report Charts”.
Sure, you do need to go ahead and create some of your own reports, but this is also where you can get creative and make reports that are custom-tailored to your business and sales needs. For example, to create a report showing the Opportunity Pipeline for a particular Sales Rep, create a report with the following filters:
- All opportunities
- Close Date = All Time
- Opportunity Status = Open
- Probability = All
- Stage = not equal to Prospecting
- Opportunity Owner = (name of rep)
When you add this report to the home page you can also specify that the particular Home Page should be shown to only a particular App and Profile, thus making it possible to customize for each user in your company.
Click here for more details on building your home page
-Ryan and the CloudMyBiz Team
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