by Mike Walsh | Jun 20, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that your Salesforce org could be more visually appealing? Try adding some graphics! This light and quick application contains hundreds of images and icons that can be used on a wide variety of objects and application within your Salesforce. Go ahead, give your org some flair!
Graphics Pack contains hundreds of images / icons that can be used in salesforce applications for tabs, image formulas, and Visualforce pages.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 7, 2019 | Blog, Salesforce Tips
Are you familiar with Salesforce Quick text? Quick text lets users insert predefined messages into emails, tasks, events, chats, and more to save time and increase standardization.
As a part of the Winter ‘19 Release, Quick Text has gotten a simple but powerful expansion. Tasks and events previously did not allow quick text, however, that is now a thing of the past. So users can create and save common descriptions like, “Follow up in 2 days” or “Left voicemail”, and quickly insert them rather than typing it out every time.
In addition, Salesforce has added more ways to use the Quick Text predefined messages. Users can now add their messages from a keyboard shortcut, a button in a rich-text editor toolbar, or a popup button next to supported text fields.
If you are already using Lightning Experience, then Quick Text is enabled by default in all orgs. For those of you still using Classic, remember that all orgs will be required to upgrade to Lightning later this year, so you too will soon have Quick Text enabled by default. If you want to enable Quick Text in Classic, you are just a simple setting change away.
Want to learn how to set up your own quick text message? Click here
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
![Things to know about Einstein Activity Capture]()
by Mike Walsh | May 10, 2019 | Blog, Salesforce Tips
Salesforce has put a lot of energy into promoting Einstein Analytics in 2019. And for good reason, the predictive AI software is pretty powerful and integrated with Salesforce, it can give a big boost to your company. Einstein can be applied to many areas of CRM, from analyzing your pipeline to automating workflows. A less glamorous, but certainly valuable feature, is Einstein Activity Capture.
What is Einstein Activity Capture?
Einstein Activity Capture is a tool that lets you easily sync up your email, calendar, and Salesforce. It works in two ways, 1) capturing email and events from either your Microsoft or Google account, and then adds them to the activity timeline of any related records in Salesforce, thus saving you the step of manually entering activities into Salesforce. And 2) syncing events and contacts between Salesforce and your Microsoft or Google account.
These two features work hand in hand. Capture grabs the data and holds it for a brief period of time so you can see and use it, sync, when setup, then saves and stores the data in the system.
Sounds pretty great right? And it is, however, it isn’t as easy as snapping your fingers. Activity capture requires some setup and a bit of admin work to make sure it works the way you want it to.
Considerations for Activity Capture
There are a number of technical considerations and restrictions you need to be aware of before diving into Activity Capture. We highlight some of the key elements below, however, for a complete list, click here.
General
- By default, Einstein Activity Capture configurations capture emails and events. But you decide whether to sync contacts and events and in what direction.
- The capture functionality of Einstein Activity Capture is supported in sandbox environments but sync is not. After you set up Einstein Activity Capture in sandbox, any sandbox refresh turns off Einstein Activity Capture and removes all connected accounts from the sandbox.
Capture
- Custom objects aren’t supported. When emails are sent from a custom object, the email is logged on the activity timeline of the associated contact.
- Activities added to Salesforce with Einstein Activity Capture are stored outside of Salesforce and don’t affect your Salesforce data allocations. There’s no additional costs for this storage.
- The Last Activity field on accounts, contacts, leads, opportunities, and person accounts doesn’t reflect emails and events added to Salesforce with Einstein Activity Capture.
Sync
- Recurring events aren’t synced.
- You can sync contacts and events with Einstein Activity Capture or Lightning sync, but not both.
- If you turn off Einstein Activity Capture, we stop syncing events. If you turn on Einstein Activity Capture later, events that you created while Einstein Activity Capture was off don’t appear on Salesforce calendar. This condition is true even if the events occur in the future.
Analytics
- Because activities added to Salesforce with Einstein Activity Capture aren’t stored in Salesforce, they don’t show up in standard Salesforce reports. However, Einstein Activity Capture provides access to the Activities dashboard, which summarizes sales activities added to Salesforce manually and by Einstein Activity Capture.
- To access the Activities dashboard, API access is required. If you use Professional Edition, you must purchase API access. If you use Salesforce Essentials, you can’t access the Activities dashboard because API access isn’t available.
Click here to see the Activty Capture setup guide
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-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 12, 2019 | Blog, Salesforce-Apps-AppExchange
Keep it simple. This can be the best advice when making sure your Salesforce system does what it needs to do. Sure, there are super complex workflow apps out there, and all sorts of beautiful automation tools, but sometimes you need a good old fashioned Alert to pop up, and stop your users from doing something they shouldn’t. With this Alert Message App, you can an alert message to any object or record you want, without any coding!
Show an alert message when the user opens a record. If a field on a record is filled in, the alert message will appear. Configure if the message should appear in the style of info, warning, error or default. You can make it stick or let it fade away.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 28, 2019 | Blog, Salesforce Tips
Salesforce isn’t just an enterprise-level CRM, companies of all shapes and sizes can use and benefit from the powerful features and tools. Of course, to get the most from your CRM, strong internal Salesforce support can make a huge difference in the platform’s success!
When you start looking out for a CRM software for a small team, likely you are wanting most of these qualities:
- Quick to setup with an easy to use interface
- Automation, faster process and less screens and clicks to deal with.
- Essential data and details are easy to access
- Needs to be effective to get the Sales team to use it
Salesforce can do all of these things for you. In addition, and most powerfully, Salesforce is something that your company can grow with. Infinitely scalable, (as we said, extremely large, enterprise companies use it) you never have to worry about growing too big for the CRM. In addition, Salesforce is known for its reporting capabilities, which are extremely robust, and give you just about any detail or metric you would need to improve and grow your company.
So with all of that being said, here are a few tips for using Salesforce with a small team, and leading you to better business practices.
Tips for Small Companies Using Salesforce
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Create a Salesforce Roadmap… and use it!
A Salesforce Roadmap should be a big picture dive into all your business software systems, not just CRM, and not just Salesforce. This will help you identify all needs and goals, as well as potential roadblocks and pitfalls. By laying it out with a list of major initiatives with milestones and deployment dates, you will have a solid foundation to build on.
This way, when any new issue or potential development comes along, you can compare it against the roadmap to work off, and assess your team’s bandwidth and priorities.
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Use the Salesforce AppExchange
It’s no secret that there are a lot of powerful tools on the AppExchange and for good reason! Many of the apps provide essential features and automation that can dramatically improve your business. When you are in a small company, you need to be efficient – so take a peek, and find the apps that will unlock your team’s max effectiveness.
To get weekly app recommendations – Sign up for our weekly newsletter
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Try the Salesforce Optimizer
Salesforce Optimizer is a free tool for Professional and Enterprise level accounts. It provides optimization tips and ideas, through a custom report that you request online. Built and maintained by Salesforce, this one is pretty much a no-brainer, as it will tell you what already included features of Salesforce you could use more of, or use better.
Click here to learn more.
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Utilize Salesforce Knowledge Resources
You can learn just about anything that is Salesforce Related on the knowledge base. From help articles to detailed walkthroughs to questions and answers from other users, it’s all there. The answers section is particularly helpful to get feedback from other users on real-world situations, with reasonable response times.
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Leverage “Cases” as an Internal Help Desk
Of course, if you need answers or assistance with the big stuff, there are always Cases. Cases are a standard object in Salesforce which you can leverage as an internal support system, and ask for guidance, or admin help on just about anything in the CRM. You can either contact cases through the Email to Case feature, or from your Partner Portal.
Just remember that Salesforce has thousands of cases being submitted each day, so if your issue isn’t urgent (affecting essential functionality) it might take days or even a couple weeks to get the issue resolved.
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Train Your Internal Users
Internal user training can be a real lifesaver, especially because in a small company, most people wear many hats. So, by giving all of your users a decent level of Salesforce expertise and knowledge, they should be able to begin solving their own issues and feel empowered to take care of business. This will avoid admin bottlenecks, and helps the team to be their own solution.
Trailhead can also serve as a training resource. Salesforce product experts provide instructional content for multiple user roles and experience levels. Users can customize their trails to learn the content that meets their needs, and learn at their own pace.
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Get Outside Help if Needed
At any point in a project, it can quickly become more cost effective to pay an expert, rather than taking the time (and opportunity cost) to figure it out yourself. If you ever get into this situation, you should consider either Premier Support; or enlist a consulting company to build a support package that meets your needs and budget.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
