by Mike Walsh | Jun 5, 2018 | Blog, Salesforce-Apps-AppExchange
The power of a good diagram or flowchart is unquestioned. It has long been said that a picture is worth a thousand words, and the power of that can be seen nowhere more clearly than in a diagram. Lucidchart is one of the best diagram tools out there and with this app, Lucidchart will connect directly to the Quip communications hub (which can itself be linked directly into your Salesforce). Linking three terrific products through the power of great diagrams, what more could you need?
On average, Lucidchart helps teams innovate 38% faster and eliminate 2.5 meetings per week. Create flowcharts, influencer maps, process flows, customer journey maps, wireframes, mockups, org charts, and more.
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 31, 2014 | Salesforce Tips
So you’ve finally outgrown the standard page layouts in Salesforce and are ready to graduate to the exciting world of custom Visualforce pages. Congratulations! Whether you’re just looking to spice up your records with a basic Visualforce element or want to totally reinvent the way your users interact with your Salesforce org, the possibilities are nearly endless. You may be dreading the chore you’ve heard it is to add charts to a Visualforce page, but with several recent updates to Salesforce, adding Visualforce charts is as easy as dropping a new field on the page!
To add a chart to your Visualforce page, first go and create a Report with a chart in it. As an example, why not try a bar chart of Leads created by month. Copy the ID (check out this post for more on Salesforce URLs if you’re having trouble finding it), paste it into the following element and add it to your Visualforce page: <analytics:reportChart cacheResults="false" size="small" reportId="00O90000007fzQc"> </analytics:reportChart> . And there you have it! With this one line of code, you’ve just saved yourself and your developer team hours or months of work! And no need to refresh like typical Dashboard elements – these refresh every time you load your page. Have a blast, and let us know what awesome things you’re doing with Visualforce.
-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.
by Mike Walsh | Oct 31, 2013 | Blog, Salesforce Tips, Tips and Tricks
Graphs are great for getting an idea of what’s going on with an Account or any other object in Salesforce, and they’re even better when you don’t have to go any further than the Account page to see them. But adding a chart component to a detail page involves some heavy development. That tiny little bar graph could cost you dearly. Well, not anymore!
Winter ’14 is out, and with it comes Embedded Report Charts in Salesforce. Cut the code and take your SOW from 30 hours to 30 minutes! All you need is a report and you’re ready to add visual elements directly to any detail page. And when you need to make changes, all you have to do is update the report and the new view is ready. It’s so simple, even your CEO could do it! Have fun with Embedded Charts and keep an eye out for our next Tip of the Week!
-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.
