by Mike Walsh | Jun 20, 2014 | Salesforce Tips
Attachments can be a bit of a prickly area in Salesforce. Using the standard Attach a File button is tedious, with multiple button clicks and some tight limits on file size. 5MB is just a bit too small most of the time, and since this rule also applies to Email-to-Case, you might be missing some important communications from clients who attach larger files. Salesforce has been listening, and I have some good news on both fronts!
Using the Attach a File Chatter Action, files are pushed from Chatter straight into the Notes and Attachments section on your records. This means that you now have a much more user friendly interface for attaching files to a record and having everything right where you need it. Just click share, and it’s there! And what’s more, Summer ’14 is bringing an update allowing attachments (and emails) up to 25MB, meaning less bounces, less headaches, and a much happier team! Keep an eye out for your Summer ’14 release date, and enjoy all the awesome new features!
-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 | Jun 13, 2014 | Salesforce Tips
Salesforce Canvas is one of the most powerful new tools in your arsenal. With Canvas, you can integrate your existing web applications directly into Salesforce, allowing the app to interact with your data as the logged in user. The use cases are literally endless, but unfortunately placement is currently not. Up to now, you could only place a Canvas app within Chatter or a Visualforce page, forcing you to add some extra code every time you wanted to drop it on a page layout. Well no longer!
Summer ’14 is coming, and with it, you’ll be seeing a lot of great updates from Salesforce. Among them, you will now be able to add Canvas apps directly to page layouts, mobile cards, and Salesforce1 navigation. This means less code and more possibilities. Some infinities are bigger than other infinities, and this update makes Canvas more awesome than ever before!
-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 | May 30, 2014 | Salesforce Tips
A couple weeks ago, we shared a few dos and don’ts for working with Chatter. Many of our readers love the value Salesforce Chatter brings to their organizations. Chatter is a powerful tool for promoting user adoption and collaboration between team members, but when you have an important announcement to make, it can get lost quickly in an active Chatter feed, making email the fallback. Well, with Spring ’14, all your troubles are gone!
With the release of Spring ’14 came Chatter Announcements, a feature which allows you to make announcements in a Chatter feed and have them hang around for a while so no one missing the important news. Got an upcoming office party? Is IT going to be doing some important updates? Are you offering a special monthly bonus for your Sales Reps? Do you want to remind everyone that the office is going to be closed for an upcoming holiday? Make a Chatter Announcement, and no one will be left in the dark. Be heard and start using Chatter Announcements today!
-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 | May 30, 2014 | Blog, Salesforce-Apps-AppExchange
Salesforce Chatter is a great tool for collaboration, but just like with any social media platform, sometimes it can get hard to find the relevant posts in the noise of your Chatter feed. Salesforce Labs has a great app to help you automatically unfollow posts when they are no longer relevant to you, but if you need something more robust, you may feel like you’re out of options. Well, you should check out ChattoMate – Workflow Automation for Chatter!
Eliminate ‘noise’, manage Chatter limits, send notifications and follow important conversations by setting rules on records, users or groups. Works with all Chatter environments: browser, Chatter Desktop, Salesforce1, Mobile or Customer Communities.
Let the cream rise to the top and check out ChattoMate today!
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 | May 9, 2014 | Salesforce Tips
For most businesses, collaboration is key to success, and Salesforce Chatter is the perfect tool. When asked to describe Chatter, I tend to refer to it as Facebook meets Twitter meets Salesforce. Chatter brings you all the social media tools you’re used to outside of the office and builds it on top of your Salesforce system to give you the ability to make comments, create polls, reach out for help, and offer support in public and private groups, as well as directly on any Salesforce record. But in today’s social media crazed world where public and private frequently collide, the lines between business and leisure can blur, leaving users and administrators alike asking themselves, “is this okay to post on Chatter?” Don’t worry, we’ve got some good rules of thumb.
Chatter really shines with mentoring employees and offering real time coaching. Groups are great for bringing new hires up to speed, offering training, and giving a forum for team members to ask questions and get help. You should participate by asking and answering questions and sharing information, keep your posts relevant to work, keep them brief, and use Chatter as a replacement to low priority emails. Don’t post anything you wouldn’t want your HR team to read, write long posts, share confidential information, or use Chatter as a replacement to in-person conversations. Need some good examples? Check out the image above. And for more information, check out this awesome webinar, Improve User Training, User Feedback and Salesforce Adoption Leveraging the Power of Chatter.
-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.
