by Mike Walsh | Jun 15, 2017 | Blog, Salesforce-Apps-AppExchange
Going through records and updating objects and data can be a real headache, not to mention a time killer. Particularly when you have many objects, where a simple number needs to be updated many times over on a page, the idea of tackling it makes the mind go numb. However, that is exactly what Record Refresher solves for. Use this app to trigger mass syncs to external integrations, bulk update and more.
Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes.
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 | Mar 10, 2017 | Blog, Salesforce-Apps-AppExchange
Salesforce is an amazing platform to facilitate and generate sales. With so many people and organizations connected, reaching out and connecting to potential business opportunities has never been easier. While having so much contact information at your fingertips is a fantastic resource, nothing can be more frustrating than getting stopped at the starting line by a badly formatted or incorrect phone number. RingsTrue can you help you avoid these faulty connections!
RingsTrue cleanses, formats and validates telephone numbers in Salesforce, all from one click of a button.
This app was released just last year but already has great reviews. Check it out here!
-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 | Jan 6, 2017 | Salesforce Tips
In the Salesforce industry, there’s a phrase we throw around regarding data quality: “junk in, junk out.” When your team has clean, well-organized data, your whole business benefits. Sales knows they’re not prospecting an existing customer, Marketing can trust their emails are getting delivered, Support can get a full understanding of customer history, and executives can make profitable decisions. This year, your resolution should be to commit to better quality data with these six tips from Salesforce.
Before you can improve your data, you have to understand it. Knowing where the data is coming from, how users are interacting with it, and understanding potential issues can help you put the right controls in place to keep things clean. These controls can include validation rules, duplicate prevention, automated cleanup tools, and integrations. For example, when your CRM and Accounting system talk to each other, you can always trust that both systems will have reliable and up-to-date information. Augment your data with tools like Dun & Bradstreet to provide your team with more in-depth information on your customers. Use reports to keep an eye on data changes and quality. And finally, get your team involved in the effort of ensuring better data in Salesforce. Read more here, and enjoy a cleaner CRM this year!
-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.
