by Mike Walsh | Jan 23, 2015 | Blog, Salesforce-Apps-AppExchange
Workflow automation and validation rules are powerful tools for enhancing and enforcing your process flow. They can simplify enforcement of naming conventions and help ensure your team is entering the correct information each step of the way. But these tools will only get you so far, and can fall short when, for example, you want to make sure your team is adding products and uploading attachments at various stages. If you want this sort of logic, you’re going to need a developer to build some pretty complex code. Or you could check out the free Opportunity Enhancer for Salesforce.
You want your Sales team to attach a file at certain sales stage(s) for direct sales opportunities. To accomplish this requirement, you would need to seek the help of a Salesforce developer. Now, you can accomplish this with the help of Opportunity Enhancer by simple and easy to use setup/configuration.
Check out Opportunity Enhancer and start enjoying even more powerful Opportunities 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 | Oct 31, 2014 | Blog, Salesforce-Apps-AppExchange
One of the things I love most about Salesforce is how fast you can go from idea to awesome new app. Combining standard Salesforce “clicks-not-code” tools and custom Apex and Visualforce, you can build almost anything in hours or days instead of weeks or months. But the more custom you want to go, the more time it takes, and few things are as cumbersome as building a Visualforce page from the ground up. Layout Page is here to take off a bit of the burden and jumpstart your Visualforce project!
Layout Page converts any Salesforce page layout (Standard OR Custom) into a standard Visualforce page instantly, in just 3 simple and easy steps. Converting your Page Layouts into Visualforce Pages is no more a tedious and/or complex task; rather a simple and pleasant one.
Layout Page is a free app, so give it a try today and let us know how its helping you build the next big thing!
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 8, 2014 | Salesforce Tips
Chatter is an awesome collaboration tool that lets you connect with your internal users, partners, and customers to ask questions, share ideas, and work together towards success. Salesforce has its own vibrant Chatter community, and we like to share our tips there to help other users and developers improve their systems. In turn, we frequently get fantastic feedback that helps us hone our own ideas and bring you better tips each week. Last week’s post on giving your users a guided workflow utilizing the Next Step field received such a response from community member Tyler Swinyard. It was so good, we wanted to share it with you! Check out his response below, and read the full thread here.
Thanks for the post @Henry Abenaim (CloudMyBiz). Your post’s workflow is great. I adopted a method like this while at my previous organization and loved it.
We’d use a “next step” text field paired up with a “next step due date” date field. We’d then use [list views] and found it to be an elegant way to remove the “thinking” from our daily activities. It also [eliminated] the need to create tasks. I’d go the extra step launch the list view results (next step due date less/equal to today) into PowerDialer by InsideSales.com. Basically, knowing what I should be doing and when were fully automated. I loved it.
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Additionally, enabling field tracking for your “Next Step” field is an easy way to automate visibility for the “previous step.”
Hoping to see you at Dreamforce and share more great ideas with all of you next 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.
by Mike Walsh | Jul 24, 2014 | Blog, Salesforce-Apps-AppExchange
“Clicks, not code” is the mantra of any good Salesforce administrator. Using Salesforce’s built in tools like Formula Fields, Workflow Rules, Rollup Summaries, etc. can get your team nigh to the moon and back. But what if you need metrics and don’t have Rollups available? What if you need a Field Update to happen across objects? Your typical tools can fall short in some very frustrating and unexpected places, making you turn to a developer to write complex Apex and commit to maintaining and updating the code over time. No worries, you can rollup to success with Rollup Helper in Salesforce!
Use Rollup Helper to create data roll-ups that will provide insights you could never have before. With Rollup Helper, you can turn your data into information even for your most complex rollup scenarios. All data stays safe and secure in your org.
Get your mission critical data delivered to your fingertips with clicks, not code today with Rollup Helper!
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 13, 2013 | Blog, Salesforce-Apps-AppExchange
If your company is anything like mine, your life revolves around Gmail…and Salesforce. You get an email from a client, respond, then pop over to Salesforce to log the communication. A lead wants to schedule a demo, and after you put it on your calendar, you jump back to Salesforce to make sure your team sees the progress. You just got a signed contract back, and now you need to download it just to reupload it in your system. I don’t know about you, but we don’t have time to double our work logging everything in two places. That’s where Cirrus Insight comes in.
Cirrus Insight is a code-free integration between your Gmail and Salesforce accounts. Once you’ve linked them, you can view open tasks, cases, and opportunities related to a contact while you’re reading an email from them. You can instantly add your response to their Salesforce record, create a follow-up task, open a new case, and create an opportunity without ever leaving your inbox. You can add an attachment to a record right from Gmail. It even syncs your Google Calendar with your Salesforce events!
To name a few Cirrus features:
- Sync emails to Salesforce
- Add leads and contacts to Salesforce
- Create and assign Salesforce tasks
- Create opportunities and cases right from Gmail
- Use Salesforce templates in Gmail with merge fields
Check out Cirrus Insight today and bring all the power of your Salesforce account to your Gmail inbox!
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.