by Mike Walsh | Jan 9, 2018 | Blog, Salesforce-Apps-AppExchange
Microsoft Excel is and has been the name to beat in spreadsheets for a long time thanks to its simple grid interface, flexible features and powerful data tools. The more you know how to use Excel, the greater the benefits. So for those users out there who would prefer to use Excel to manage their Salesforce data, this app has been made to do just that. Pull reports, work offline, update and edit, or mass merge records. This app has you covered.
XL-Connector is a data loader that provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click!
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 | Dec 27, 2017 | Blog, Salesforce Tips
From large to small, every release of Salesforce, (Spring, Summer and Winter) includes changes and tweaks to many different features. As one of the small changes in this year’s Winter ‘18 release, the search function has become smarter and faster in this year’s. The search changes are seemingly simple, so you might not notice them if you don’t know what to look for.
First, the instant results that appear under the search box now have a spell check function, helping you enter the correct search keywords, even if you aren’t the best at spelling. Following that is a trio of features that can make scanning and using search results a breeze. You can resize results columns, toggle the text results to wrap, and easily sort your search results. So now that you know, pull up that search bar and check out these handy new upgrades. Unfortunately, these improved search features will not be standard for everyone. As of now, these improved search functions are only taking effect on instances of Salesforce Lightning.
-Ryan and the CMB Team
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 5, 2017 | Salesforce Tips
Salesforce is a highly customizable system. However, this customizability often comes with a cost. Take the Process Builder’s Task Reminder feature for example. Task Reminders can be set for any date, time, and individual, anywhere in the world. However, this also means that you have to do a some planning and a little math to make sure that everyone gets the correct reminder when they really need it.
The default time zone for these reminders is Greenwich Mean Time. So don’t just go and set your timer for 10am, because you won’t get local time, you will get 10am GMT! Who needs a timer that goes off in the matter of the night? Instead, you have to do some quick math based on your time zone difference to GMT and enter that as your Task Reminder ETA. Simple and effective.
Click Here for More Info on Process Builder!
-Ryan and the CMB Team
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 2, 2017 | Salesforce Tips
Does your Salesforce team work, even rely upon real time news feeds to function optimally? Maybe you would just like your CRM to connect directly to industry news so you don’t have to navigate away to stay informed? If so, this tip is right up your alley.
We all know that Salesforce allows its users the ability to modify their standard Home page by using various components such as links, images, and to modify the HTML area and Visualforce area. In fact, you can add just about anything to your pages. However, the traditional tags that developers have used to embed external websites or RSS feeds don’t always work as expected anymore. That being said, with a few simple workaround tricks, you can still insert a feed on your home page.
Click here for a guide to add RSS feeds onto your Home Page!
-Ryan and the CMB Team
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 11, 2017 | Salesforce Tips
Customizing your user interface can be done for any number of reasons, but the most significant is to create an intuitive and efficient setup for you and your co-workers. Why keep apps, links and reports on your homepage if they never get used? Salesforce Lightning was built from the ground up with the idea of being as user friendly as possible, so it’s no surprise that you have a lot of options for customizing the home page.
With just a little know-how (or one of the many online guides) you can modify the existing Lightning home page or create your own from scratch. Once you have created your perfect template or templates, you can:
Click Here for a Basic Home Page Customization Guide!
-Ryan and the CMB Team
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.
