by Mike Walsh | Oct 18, 2019 | Blog, Salesforce-Apps-AppExchange
This app from Salesforce Labs helps you provide greater context on records, so your users can get a better understanding. In a nutshell, the CMTD Enhanced Related list lets you filter, define, sort, or groups different related components. You can then organize them, using a drag and drop builder, in whatever way is best for your business needs.
Don’t clutter your related records with unwanted data. Group them in this configurable component to increase users’ productivity. Built with point and click configuration in mind, this component will be ready to use in no time.
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 | Oct 11, 2019 | Blog, Salesforce-Apps-AppExchange
Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management system, directly in Salesforce.
Employees book trips and submit claims driven by dynamic CRM data, increasing sales productivity, actionable travel insights and ROI for your business.
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 | Oct 3, 2019 | Blog, Salesforce-Apps-AppExchange
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
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 | Sep 27, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
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 | Sep 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
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.
This app from Salesforce Labs helps you provide greater context on records, so your users can get a better understanding. In a nutshell, the CMTD Enhanced Related list lets you filter, define, sort, or groups different related components. You can then organize them, using a drag and drop builder, in whatever way is best for your business needs.
