by Mike Walsh | Oct 3, 2019 | Blog, Salesforce-Apps-AppExchange
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
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 | Sep 27, 2019 | Blog, Salesforce Tips
If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done a bit of digging, you probably don’t have a very concrete idea of just what that means exactly!
Well we came across this great article, posted on the Salesforceben.com website, and written by one of Salesforce’s own Einstein gurus. He gives a great overview of all the essential questions you may have regarding Einstein, including:
- Why do you need Einstein?
- How does Einstein get its data?
- What are the main components of Einstein?
Read to full article with the link below
Guide to Salesforce Einstein
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
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 | Sep 27, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
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 | Sep 19, 2019 | Blog, Salesforce Tips
Salesforce communities can be a huge boost for any business because it allows you to connect with your partners, customers and internal team in a curated and functional way. You can connect your Salesforce org, define exactly what data will be shown to users of the community and custom tailor it to your use case, sales, customer support, knowledge bases, you name it.
Because communities can be so flexible and useful, there are also a number of considerations and options relating to creating a community, specifically around licensing. There are actually 6 different licenses for external community users:
- Customer Community
- Customer Community Plus
- Partner Community
- Lightning External Apps Starter
- Lightning External Apps Plus
- Channel Account
Each of these licenses allows a different type of access and each is associated with an individual user. As a bit of clarification, a user is someone who will login, and use the community. Guests to the community (ex. Knowledge base sites) have no restrictions.
How do you get licenses? Simply put, you buy them from Salesforce. Generally, they are purchased in bundles, depending on your individual needs. Once you have them, you can go into Salesforce and assign the different contacts as users of your community. As an alternative, you can purchase logins, rather than licenses. Logins are a one time use, and are a great option if you have a large volume of potential users, who may or may not exist in your org.
Want more details?
Click here to get the breakdown on community licenses from Salesforce!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
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 | Sep 19, 2019 | Blog, Salesforce-Apps-AppExchange
While there are many different Learning Management Systems (LMS) out there, our App of the Week this week is focused on LearnTrac. When you think of a LMS, you want to have a wide range of features, such as quizzes, scoring, gamification, leaderboards, instructor led sessions plus catalogs and calendars. Well Learn Trac has all of this, plus the added benefit of being built directly on Salesforce, so all of the data is synced. This means that you can sync up Trailhead, Einstein, Reports and Dashboards, as well as enable notifications and Chatter to enhance your LMS experience!
LearnTrac helps you train your employees/customers/partners, increase engagement, and gain valuable insights to change behavior and drive results – all from within Salesforce.
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.
