by Henry Abenaim | Jul 25, 2019 | Blog, Salesforce-Apps-AppExchange
Making little tweaks to your Salesforce Org. can add up to big enhancements. This week’s app gives users 5 handy new lightning navigation buttons to refresh their org, and extend functionality. Because it is built with the standard Salesforce Lightning Component Library, this app will scale with new releases! A final feature of note is that this app allows dynamic visibility for buttons via the Lightning App Builder versus using Record Types, which means you can run a button report based on field values on a record.
5 Lightning Components which display a button for users to interact with. Easily drag-and-drop these buttons onto any page to navigate to records, URLs, Chatter Groups, and List Views, and create records with specific record types.
Check it out here!
by Henry Abenaim | Jul 18, 2019 | Blog, Salesforce Tips
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.
The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on.
If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.
Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.
The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate.
However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades.
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Jul 18, 2019 | Blog, Salesforce-Apps-AppExchange
The Drag n Drop app is a great and easy way to add files to your Salesforce pages. Once installed, you can then drag and drop a file directly onto the page or object you want to add it to. The app also features an easy file manager option that lets you have greater and faster control to all of the files you need to handle.
Several documents, images and other files can be quickly uploaded under any custom or standard Object in salesforce. Our application is configurable with your Standard Object and Custom Object , with just a click of a button you can upload, download or delete several files at the same time.
Check it out here!
by Henry Abenaim | Jul 9, 2019 | Blog, Salesforce Tips
As part of the Summer ‘19 Release of Salesforce, a standard option has been built into the system to help encourage user adoption and let your team celebrate a little bit.
You can now set up the system to shower the user with onscreen confetti and celebrate the little things. This functionality can be built around a wide variety of objects, status changes, and fields.
To set up confetti on your system, start by opening up the setup menu and typing Path Settings into the quick find box. Once you are there, edit the path settings.
Step 1: On the first screen you can define the name of the path functionality, which object you want it to run off of, and the record type and picklist
Step 2: Next you select the fields you want to appear, and can also add specific comments, directions or descriptions.
Step 3: Finally, use the slider to enable option A, and get the confetti party started.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
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by Henry Abenaim | Jul 9, 2019 | Blog, Salesforce-Apps-AppExchange
For any admin who had a large volume of users to manage, you want to take a look at this week’s app. Setting up user roles, and them changing them is usually not quick or easy to visualize how its all organized. Unless of course, you have an app specifically designed to do that! Draggin Role lets you manage your role hierarchy through a simple drag and drop interface, significantly improving the task of managing user roles.
Draggin’ Role allows an administrator (or delegated administrator) to drag and drop users from one role to another, and to drag and drop roles around the hierarchy.
Check it out here!
