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 | Apr 7, 2017 | Blog, Salesforce-Apps-AppExchange
The Task Manager is a great app that just hit the AppExchange! Give yourself managerial superpowers with this customized task table that can track and manage all users and their tasks. A simple and clear color coding scheme makes viewing progress a snap. Prevent missed or forgotten tasks by viewing the task deadlines of all teammates from a central location!
The Task Manager App gives Salesforce users and their managers a way to manage tasks and to see and prioritize all open Tasks of the selected user in a single tab.
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 | Feb 17, 2017 | Salesforce Tips
Speed and efficiency are essential for just about everyone using Salesforce. Whether you are pursuing a new sale or just trying to get back to a client, you need to move quickly and not get bogged down with multiple records and manually populating fields. Keeping logs of calls is a common practice that, while important for metrics and historical knowledge, can be a little inefficient. However, we have a solution for that! All you have to do is use the following URL hack as an example to create a custom button that will automatically create a “Left Message” task record with the information you need pre-populated.
/00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}&who_id={!Lead.Id}&what_id={!Lead.Id}&tsk5=Left+VoiceMail&tsk6=Left+a+voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lead.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}
For a step by step guide on creating custom buttons using URL hacks, click here! Just follow those steps, using the new code above and streamline your process!
-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.
by Mike Walsh | Feb 3, 2017 | Salesforce Tips
Your business relies on sales. At the end of the day, nothing is more important than closing that Opportunity, but not every sale is won. You have a great sales team, but it is still important to understand why a deal doesn’t close so that you can learn and improve your process going forward. You may discuss why a deal doesn’t close, but if that information isn’t being stored somewhere, it isn’t going to help much.
The solution for this is simple and quick. All you need to do is create a new picklist field on Opportunities and/or Leads labeled “Reason Lost”. Find out the most common reasons for lost deals from your team and make sure they are represented in the picklist. You can now use this field to create Reports and Dashboards that include the new data. The longer you capture this information, the more visibility you will have into the reasons why deals don’t close, allowing your team to shift their focus to better quality deals.
Add this simple fix to your Salesforce org and watch your team’s success grow.
-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 | Jan 20, 2017 | Salesforce Tips
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.
For more cool tricks, check out our blog on the Top Salesforce Tips you loved in 2016 and keep an eye out for our next Tip of the 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.
