by Mike Walsh | May 9, 2018 | Blog, Salesforce-Apps-AppExchange
When you use Salesforce, or just about any digital CRM for that matter, you will end up working with a great number of fields to contain and manage your data. So what do you do when you need to know the specific formulas within each field? How about if you need to find all of the relevant Metadata associated with the field? FieldPro is designed to give you exactly that, without making you spend hours looking through code. This app is billed as a streamlined solution for you to dig deep into your fields and all relevant data. You can also get detailed reports and analytics on which fields are being used and which aren’t so that you can remove unnecessary objects.
FieldPro is a lightweight application which enables Salesforce users to search/report/run-impact-analysis/find-metadata-references in all fields with lightning speed.
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 | Oct 26, 2017 | Blog, Salesforce-Apps-AppExchange
If you rely on cloud technology to operate your business, comprehensive data and information security are essential for you. Though Salesforce is known for being reliable and secure, it never hurts to have added protection layers installed on your end. This app by CloudLock allows you to continuously monitor your Salesforce environment, improve security and enforce data compliance.
CloudLock for Salesforce helps organizations discover and protect sensitive information throughout their Salesforce environment. With CloudLock, organizations can securely deploy Salesforce domain-wide, while maintaining a strong security posture.
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 | Oct 23, 2017 | Blog, Salesforce-Apps-AppExchange
This data quality toolset gives administrators significantly increased power over their data. Use it to mass load, manipulate and verify any data. You can de-dupe data sets (even Leads that duplicate Contacts or Accounts) and compare external data to Salesforce data. DemandTools is exactly what administrators need to manage and control their Salesforce org.
“DemandTools is an enterprise capable suite of data quality modules to control, standardize, verify, de-duplicate, import & generally manipulate Salesforce and/or Force.com data.”
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 | Aug 31, 2017 | Blog, Salesforce-Apps-AppExchange
If you have sensitive or important data stored on Salesforce, this app provides an easy way to backup your files. Select standard or custom objects and schedule a data export to your Google Drive or Dropbox account. You can also set up recurring exports, allowing you to do a one time setup, and have your pertinent data automatically moved where you need it, when you need it.
“View and select objects that are accessible to your Salesforce account, link your Dropbox and Google Drive accounts to Data Explorer, enter multiple email address so others can get updates on the export and set up recurring schedules.”
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 | Jul 14, 2017 | Blog, Salesforce-Apps-AppExchange
Using Googlesheets to build out a database of contacts, leads and other data can be a great Sales tool. Multiple people access the sheet and continuously add to it, effortlessly syncing your team and the sales process. However, what do you do about importing all that data into Salesforce? That is what the integration by Wokato is here to solve. This powerful app syncs the two platforms and will automatically update all data when either app is updated.
Workato is an enterprise-class, Integration and Automation platform that is trusted by over 18,000 businesses. You can integrate between GoogleSheets, through a bi-directional sync, without coding
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.
