by Mike Walsh | Jul 27, 2016 | Salesforce Tips
If you’re a Salesforce administrator or developer, you know what a hassle it can be to build custom objects and fields. Dozens of clicks, repetitive processes, convoluted settings, and if your solution requires fields on multiple objects (as they so often do), it’s even worse. Close your eyes and imagine a world where building custom Salesforce solutions was as easy as building Reports. Great! Now stop imagining and go to that world!
Many in the Salesforce community haven’t discovered the joys of the Schema Builder, and I’d like to change that today! Go to Setup -> Build -> Schema Builder, give it a second to load all your objects, then just start building. Choose which objects to display and hide, then go to the Elements tab on the left and start dragging and dropping new objects and fields. All the settings are in one easy menu, so no clicking through the same repetitive wizard. When one field is done, no need to remember to click Save & New or click through to the next object, just drag the next one you’re looking for and keep going! When you’re done, all you have to do is update your sharing settings, and you’re ready to run. The Schema Builder will save you hours and sanity, and if you’re not already using it, today’s the day to dive in!
-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 | Jul 14, 2016 | Salesforce Tips
Getting work out to the best agents in real time is always a challenge, and Salesforce has addressed that challenge with Omni-Channel. Omni-Channel seamlessly streams Leads, Cases, and most standard and custom Salesforce objects directly to the correct agents based on specialty, availability, and current bandwidth. The problem is that to get the most out of this cool, new(ish) tool, you needed to purchase the Console, which was a pricey add-on. Well, times have changed, and now is the perfect time to evaluate Salesforce Omni-Channel for your team!
You may have heard that Salesforce recently changed their pricing structure, rolling out major add-ons as standard features for a relatively minor price increase, and if you were already locked into your Salesforce contract, you’re getting those features at no additional cost! One of the most exciting new inclusions for the Enterprise Edition and up is the Sales and/or Service Console. Now that basically everyone has this in their toolkit, you’re in a great place to roll out Omni-Channel with the Console and supercharge all of your processes today! So don’t wait – read the release notes, check out the implementation guide, and dive in!
-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 13, 2016 | Blog, Weekly Top 5
When you’ve got a product to sell and your competitors are chomping at the bit to snipe your potential clients away, the name of the game is speed. If you can move faster than the competition, you maximize your chances to win the deal. In order to accelerate your sales process, you need to get a handle on the turnaround time for each step, identify the bottlenecks, and collaborate with your team to identify solutions for streamlining those rough spots. Below are the 5 things you need to start speeding up your sales cycle in Salesforce.
- Date/Time fields for each Stage – Creating a date/time field for each Stage lets you time-stamp when a Lead or Opportunity reaches that stage
- Workflow Rules to update the Stage date/time fields – For each date/time field, you’ll need a Workflow Rule to update that field when the Stage is updated to match that.
- Formula fields to calculate the time between each Stage – For example, if your first two stages are App Out and App In, you’ll need a Formula to calculate App In – App out.
- Reports to calculate average time per stage – It’s best to filter out open deals so that you’re working with the most complete data set. You might want to create one Report for deals you won and another for deals you lost to get a solid understanding of why you win some and lose others.
- Goals for improvement – Information is all well and good, but if you don’t set goals for future improvements, there will be no urgency to make those improvements.
This is a simple Salesforce solution for identifying bottlenecks and improving your processes, but it can be very powerful. If you need a more dynamic solution, something targeted at your specific Salesforce process, or recommendations on how to meet your goals, talk to the team at CloudMyBiz 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 | Apr 15, 2016 | Blog, Salesforce-Apps-AppExchange
Cloning records in Salesforce is simple and a powerful option when quickly creating similar records. The problem is that sometimes you need to create a deeper clone than just one record. For example, maybe you’re working on a sale for an existing customer who wants to reorder the same products. A simple clone won’t pull in Opportunity Products, and that means more work for your team. I’ve built Apex to clone a record with all its children in the past, and while this code is simple, it is also tedious, and requires a lot of maintenance. Wouldn’t it be great to have a simple solution with little or no maintenance ready to go? Well, you should check out iClone!
Cloning related lists in Salesforce has never been so easy. Clone standard and custom records along with any related lists, lookup or master-detail in just 2 clicks!
iClone has been around for a few years now and has a 100% positive rating. You should check out this simple solution 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 | Jan 15, 2016 | Salesforce Tips
Integrations are integral when you want to take your Salesforce org to the next level. The integrations you use may be as simple as generating short links for SMS messages, or as complex as feeding live data between Salesforce and your accounting software or back-office data warehouse. If you’re a Salesforce developer, you’ve probably had to hard-code integrations over the years, leading to challenges in testing, deployment, and maintenance. If you’re a system administrator, you’ve probably had to deal with the annoyance of needing a developer to update code every time a simple endpoint changes. Many developers have learned these lessons the hard way and created custom settings to maintain integration settings, but this approach has its limitations. But have you heard of Named Credentials?
My team had favored the Custom Settings approach for quite a while, and when an incredible power user on Twitter built a bit.ly integration based on a question I posed to the #askforce community, I was introduced to the new Named Credentials tool released in Winter ‘16. Readymade out of the box, this cool tool is built with integrations in mind. They’re easier to set up and reference in Apex than Custom Settings, and maintenance is a breeze, allowing you to change endpoints without ever touching the code. Create a Named Credential by going to Setup -> Security Controls -> Named Credential. If you want to see how easy it is to incorporate into your code, check out the bit.ly integration above and Salesforce’s user guide. Admins and Developers alike, I know you’ll love this!
-Jared and the Salesforce Guys
Cover image by Joelle Diane
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.
