by Mike Walsh | Jul 9, 2019 | Blog, Salesforce-Apps-AppExchange
For any admin who had a large volume of users to manage, you want to take a look at this week’s app. Setting up user roles, and them changing them is usually not quick or easy to visualize how its all organized. Unless of course, you have an app specifically designed to do that! Draggin Role lets you manage your role hierarchy through a simple drag and drop interface, significantly improving the task of managing user roles.
Draggin’ Role allows an administrator (or delegated administrator) to drag and drop users from one role to another, and to drag and drop roles around the hierarchy.
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 | Dec 12, 2017 | Salesforce Tips
Need a little more functionality from your Salesforce Lightning experience? We have a nifty feature where you can add an Utility Bar to any of your apps. This utility bar contains an assortment of helpful components that can be accessed directly from the bar, all without leaving your current page. A great feature to add to any of your apps!
So what exactly are the features of the utility bar? In a nutshell, the utility bar contains components from the home-page and footer of Salesforce Classic, such as chatter feed, recent items, notes and more. By sticking them on the utility bar, which, once activated, will always show up in your designated app, you will save yourself the trouble of going back to the home page!
Click here for a guide to set up your utility bar!
-Ryan and the CMB 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 | Aug 24, 2017 | Blog, Salesforce-Apps-AppExchange
Putting an alarm system in your house or your car is one of the most natural things you can do. So why wouldn’t you want one for your production org? Not only does ComplianceSeal monitor and alert for Application Security risks, but it also functions as a Command & Control Center to govern all of your production orgs. You can enforce security controls, catch unforeseen security threats, and check for non-compliance to internal and external audits in the production.
Compliance Seal monitors single or multiple Salesforce instances for Center of Excellence, (COE), security assurance teams, audit teams, compliance teams and System Administrators can use this application to manage Salesforce Instance.
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.
