by Mike Walsh | Sep 18, 2015 | Blog, Salesforce Tips, Tips and Tricks
Image by Joelle Diane
It’s hard to believe, but this week is our 99th Tip of the Week. Almost two years have gone by since we first shared with you some of our favorite Salesforce workarounds, and since then, we’ve worked hard to bring you a new tip, trick, hack, or solution for common Salesforce challenges every week. I’m writing this post from my first Dreamforce experience, and next week’s 100th will (probably) be focused on what I’ve learned, but for now I bring you my personal favorite top 10 tips from the last 98.
10. Barcodes in Salesforce are that bleeping simple
I have run into a couple situations where I needed barcodes in Salesforce, and happened on this solution. It’s so quick and easy to implement that it will always make my top 10.
9. Maps in Salesforce will be a game changer Spring ’15
And they have been! This feature generated a lot of excitement, and over the last several months, it has been thoroughly loved by everyone I know in the Salesforce world!
8. A quick life hack to enhance your Salesforce experience
This tip was completely out of left field, but for those of you with big, tall pages and documents to read, it can be a real life-changer. Think desktop meets iPad (without the iPad Pro investment).
7. The dos and don’ts of Salesforce Chatter
I wasn’t expecting how popular this tip was going to be when I wrote it, but it made its rounds in a big way. I hadn’t realized how many people were looking for a primer on what to do with Chatter.
6. Calculate business days between two dates in Salesforce
This simple solution can be a real help to businesses for whom business day response time is crucial – which accounts for a large number of businesses. I love these simple copy/paste solutions.
5. A whole new world in Salesforce with one simple Visualforce page
Speaking of copy/paste solutions, this one can bring some amazing features to your org with very little effort. I’ve received a number of phone calls from other Salesforce partners wanting to implement it.
4. Ready, set, integrate with Salesforce to Salesforce
People don’t realize how easy it is to integrate two Salesforce orgs together with Salesforce-to-Salesforce, but it can completely reinvent how two teams work together.
3. Choosing the right phone integration for Salesforce
This post is a go-to for me when people ask me about CTI adapters. There are so many options on the market, and this can really help you choose the right solution for your team.
2. It’s easy to create dynamic Reports in Salesforce
This tip took a lot of effort to write, but it serves as a primer for my team whenever they need to learn how to build dynamic Reports. The step-by-step instructions break it down so that anyone can do it!
1. Hack Away at work with URL hacking in Salesforce
This is one of our most revisited posts, and I’ve heard from developers in and out of my office that they come back to this time and again every time they are trying to prepare custom URL hacks. If you’re looking for simple instructions, I walk you through it and make it as easy as I can.
Keep an eye out for many more tips and tricks over the next two years and beyond! I look forward to celebrating our 100th post next week, and sharing with you our 200th and more! Thanks for reading.
-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 24, 2015 | Salesforce Tips
There are a number of circumstances where deleting all records under an object can be crucial to your business’s success. Have you been finalizing Production testing on a custom integration? Have you completed the test phase for a new process and are ready to roll it out? Have you decided to migrate records from a legacy Object before repurposing it? You don’t want to delete the object, just the hundreds, thousands, or millions of records associated. If you’re already in tears thinking about the time it will take to use the data loader to remove these records, then dry your eyes and keep reading!
Salesforce allows you to truncate any custom object. Truncation in Salesforce deletes all records associated to a custom object while preserving all associated metadata – fields, lookups, formulas, workflows, validations, sharing settings, list views, etc. In just a few minutes, you can clear out all junk or legacy data and get your team up and running in a shiny new object! Truncating isn’t the solution for every situation, and I recommend you check out Salesforce Help to decide if it’s the right solution for you. Good luck on all your exciting summer builds!
-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 17, 2015 | Blog, Salesforce-Apps-AppExchange
If you’re working on creating your new cool tool or latest custom app in Salesforce, you know how much of a chore it can be to build all the fields you need. Sure, it’s easy. But with that ease – designed to demystify the process for system administrators and armchair developers – comes dozens of clicks and a grueling process. You have dozens of fields, and you need them now so you can get to building out the powerful automations that will drive true success. You need to check out the Bulk Object Field Creator!
Bulk Object Field Creator App allows users to create multiple or bulk fields of different field types in single go. By default, the application supports both Standard and Custom Objects. Within 5 minutes of configuration, it can easily add as many number of fields in Standard or Custom object in your organization. It can add upto 500 fields in single go in single object.
This awesome, free tool has only been out a month, but is already getting some fantastic reviews! Check it out, and let us know what you think!
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 5, 2015 | Salesforce Tips
Salesforce makes teamwork a breeze with Opportunity, Account, and Case teams which allow you to define the roles that each team member will serve. From Sales to Support, you can collaborate with a team to help you close more deals and provide better support to your clients. While everyone needs to be involved, not everyone needs to be updated every time something happens. Giving the right people the right updates at the right times is crucial to effective teamwork. It can be a challenge, but it doesn’t have to be complicated. Did you know you can send Workflow Email Alerts to specific members of a team?
If you’re a Salesforce veteran, you may not know about this relatively new feature. It used to be impossible to target email alerts to team members based on their role in the team. To meet your teams’ needs, you may have created crazy dashboards, custom fields, and loads of Workflow Rules. Nowadays, the process is much easier. Create a workflow to trigger an email alert and select which team roles should receive an email. Now team selling and support is a breeze! With this new tool in your arsenal, maybe it’s time to implement Account, Case, and Opportunity Teams in your Salesforce org!
-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 3, 2015 | Salesforce Tips
Over the last few months, I’ve been putting off an update I wanted to make in my developer org which required updating all child records when a specific change was made on the parent – think changing Account Status to “Closed” and wanting all Cases to be closed. Normally, I’d be plotting out the logic, writing a trigger, test class, test scenarios, testing it out, reworking, and it would take hours of painstaking work. And if they wanted to make any small changes, its back to the drawing board with more Apex, more testing, more rework, etc. But now that the Process Builder is generally available, I decided to take a different route.
Using the Process Builder, I created a new process called “Close Cases when Account is Closed” and added a description to quickly highlight the logic. I set the main object to the parent, or the Account. The logic was: every time the record was created or edited, if the Account Status was “Closed”, and only when this field was actively changed. Next, I added an immediate action to update records, selected Cases__r from the list of fields/objects available, selected the Status field, and chose the value of Closed. After I reviewed and confirmed the logic, I activated the Process and tested it. Worked like a dream, and took less than half the time a trigger would have taken to develop and test. And the best part is that if anything needs to be changed in this process going forward, it can be updated quickly with clicks, not code!
-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.
