by Mike Walsh | Aug 11, 2017 | Salesforce Tips
Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If you are using Salesforce, you can see this hover feature in action when you hover over a Case number, and an extremely helpful pop-up will give you a preview of what is contained in that Case.
In the standard format, this hover feature can be a great help to moving deals faster and simply making sure you have the right case. However, if you are using Salesforce Lightning, it can get better. With a little know how, you can choose exactly what info is pertinent, and customize what appears when you hover over the Case number. Follow the link below for a quick guide on modifying your compact layouts, and making those hovers work for you.
Customize Case Hovers in Lightning Experience
-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 | Jul 24, 2017 | Salesforce Tips
Today’s tip comes courtesy of a recent client question that yielded great results. Specifically, the question came up, “what do I do if I want to override the default page for the Opportunities Tab?” The solution here comes in two parts.
First, you need to create the custom Visualforce Page that will be used to replace the default home page. This will probably be the tough, time consuming part as you need to build out your Apex code to make the page. However, once that is done, the second step is quick and painless. Simply, go to Setup –> Customize –> Opportunities –> Buttons and Links –> Then Edit link next to the Opportunity tab. Upload your custom page and that’s it! This procedure can be used to edit and customize any tab or page within Salesforce.
Click Here for More on Creating Visualforce Pages
-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 | Jun 1, 2017 | Blog, Salesforce-Apps-AppExchange
Quality Assurance is one of the more time consuming, but essential processes for just about any company, and especially for software developers. User review of code and running test cases can usually find and fix just about any bug, however, sometimes the process can be long and tedious. That’s where programs like CodeScan come in. By being fully customizable to any organization, this app can automatically run and scan for any issues within the code, making the QA process more efficient and more cost effective.
CodeScan is a complete code quality suite for Salesforce code that measures quality, helps identify bugs, allows custom rules, and ultimately increases maintainability and reduces the TCO of your Salesforce org
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 | May 18, 2017 | Salesforce Tips
With security being on the mind as of late, sometimes a simple refresher is needed for some of the login access/security customization available in Salesforce. In this case, password security, something that we all deal with everyday, and so much so that it can be easily overlooked as an important feature to keep in mind.
The Password Policies feature allows specific password requirements to be set for specific users, or for all users, across your entire organization. You know the experience: creating a password for a new account profile and the system says something to the effect of “This password is not strong enough”. Well you too can ensure your users’ passwords meet an acceptable level of complexity with just a few quick and easy setting changes with the Password Policies feature.
Click here for a quick walkthrough on setting up Password Policies.
-Ryan 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.
Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If you are using Salesforce, you can see this hover feature in action when you hover over a Case number, and an extremely helpful pop-up will give you a preview of what is contained in that Case.
