by Mike Walsh | Mar 8, 2019 | Blog, Salesforce Tips
Setting a new Salesforce Org can be a very exciting time! So many possibilities and opportunities at your fingertips. Maybe its the start of a new venture, or just a way to improve your business organization. Either way, you want to get started on the right foot.
So, we put together a quick but effective list of to-dos and steps that will help you get your new Salesforce Org off the ground and set up for success.
- Define Your Naming –
- How you do this will depend on what type of org you are creating. Getting your naming standards down early will help a ton and avoid much confusion later.
- Best practice is to define your user and company names to indicate the Name (or purpose) of the Org, along with the full name being used and a version if applicable.
- Add Your Company Logo
- A great way to do this is with a custom app. Upload the logo to the App, and then simply set the App to appear in any location you want the logo to appear.
- Enter Your Company Info
- Primarily speaking, you need to get the company’s default time zone, fiscal year, and primary contact information.
- Set Security Policies
- Setting up security is always essential. Passwords, network and session settings are a great place to start. Users and account permissions are next! Try the Health Check feature of Salesforce for a guide on best practices.
- Enable Chatter
- The internal communication community for Salesforce. A great way to make sure that everyone stays connected.
- Add Power of One & Case Safe ID Fields
- These two fields can be very helpful when it comes to reporting. Set them up in Sandbox.
- Power of One is a simple formula that enables you to summarize data quickly in reports.
- Case Safe ID is a formula that enables you to manipulate record IDs in other reporting tools that do not recognize case-sensitivity.
So there you go. You are a few steps closer to having a well oiled Org up and running.
-Ryan and the CloudMyBiz Team
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 | Feb 28, 2019 | Blog, Salesforce-Apps-AppExchange
Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether they live in on-premise or in the Cloud. This not only reduces strain on IT but makes life easier for admins as well with “set it and forget it” type automation.
Jitterbit Data Loader for Salesforce is a FREE data migration tool that enables Salesforce users to automate the import/export of data between flat files, databases, and Salesforce / force.com.
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 | Nov 29, 2018 | Blog, Salesforce Tips, Salesforce-Apps-AppExchange
For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and new functionality.
Well, Salesforce has made it easier for admins everywhere to encourage user adoption with their Lightning Usage App.
The Lightning Usage App, released in the Summer of 2018, gives admins a way to track the adoption and usage of Lightning Experience. You get many important metrics, like daily active users, most visited pages and the types of browsers used in Lightning. With all of these statistics easily findable, admins can make better and more informed decisions on how to further their adoption efforts.
What’s more, the app is totally free to use. Admins simply need to go to the App Launcher, type in Usage, and then click Lighting Usage. Getting insights on how your users are using Lighting is just as simple as that.
Learn more here!
-Ryan and the CloudMyBiz Team
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 21, 2014 | Salesforce Tips
Production and Developer orgs and Sandboxes, oh my! Do you have too many Salesforce logins to keep track of? Maybe you’re an admin doing some customizations and testing with your users. You’ve got a personal Developer org to play with, a Dev Sandbox for building, a Full Sandbox for UAT, and don’t forget Production. And since they weren’t all created at the same time, your password changes on varying schedules, so you can never remember which password goes with which username. Or maybe you only have one org and just don’t want to waste your time entering your username and password every time you sit down at your computer. Your head is spinning and you wish there was an easier way to just get where you need to go. Well, you can log in to every one of your orgs with just the click of a button with this simple trick!
Start with the standard login URL (login.salesforce.com for dev orgs and production, test.salesforce.com for sandboxes). Now add /?un= followed by your username, then immediately after &pw= followed by your password. The end result should look like this: https://login.salesforce.com/?un=username@email.com&pw=password. Now just save this link to your browser (assuming it is secure), and you can log in to all of your orgs with just the click of a button! Remember that sharing this link or using it on an unsecure browser is like sharing your login credentials, so be sure to follow best practices.
-Jared and the Salesforce Guys
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.
