It’s that time again. The year is almost at its end, and that means it’s time to share with you our annual countdown. In previous years, we’ve shared our favorites and the posts with the most hits, but this year, we wanted to share the posts you really focused on. This year’s top 10 is a list of the posts our readers have spent the most time reading and re-reading. If you’ve not seen them yet, pull up a comfy chair and pour over them. And if you have, I hope you’ll share with us how you’ve used these tips in 2016!
If you couldn’t tell, we use Dynamic Reports for a lot at CloudMyBiz, but we have run into some issues in the past when dealing with multi-select picklists. This trick helped us amp up the value of those reports.
Joined Reports are an incredible tool in Salesforce, and one that many Salesforce customers overlook. This is an overview we prepared on how to leverage those Reports for your business.
This is an old favorite of ours. More and more of our clients are choosing a CTI (computer telephony integration) every day, and the document on this post has helped many of them choose the right tool for their team based on features and budget.
I went to Dreamforce for my first time last year, and one of the next posts was our 100th Tip of the Week. In this post, I shared my experiences at Dreamforce. If you’ve never gone and are considering going in the next year, I strongly recommend reading over this post!
Every time I pull up our numbers for the blog, this post makes the top 10. There are so many reasons you may consider implementing barcodes for your org, and this tip gives you a simple solution to get up and running today.
The new Trust site is up and running, and looking better than ever! If you’ve not seen it yet, I recommend checking out this post and heading over to trust.salesforce.com.
This one surprised me – I never expected this post to make any of our top 10 lists! If organization is a struggle for you, I recommend checking out this post, as well as the newer feature, Topics!
If you had to choose a theme for our Top 10, it would be Reporting – hands down. And this cool trick helps you create a simple, powerful Target vs. Actual Report in your Salesforce org.
This year has been all about acquisitions for Salesforce, and this was one of the more exciting ones on the list. Check out this new feature that brings SMS messaging and more to Salesforce!
Lightning has been all the rave in the Salesforce world, and this tip, the post with the longest read time, can help you decide when your org will be ready to make the Lightning transition. Check it out!
Thank you for reading our blog, and we look forward to sharing a whole bunch more exciting tips in 2017. Happy New Years!
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.
Dreamforce ’16 is over (or nearly, if you’re one of our more dedicated readers), and whether you were there or missed this year’s festivities, you no doubt missed out on dozens of impactful sessions. With so much happening at Dreamforce, there’s just no way to see everything. Not to worry. Just like Salesforce, Dreamforce is always in the cloud!
Over the next few weeks, Salesforce will be uploading videos from this year’s Dreamforce event to YouTube. Keynotes, admin highlights, developer sessions, all that content is right at your fingertips. Check them out on the official page, and check back regularly for more! Hope to see you at next year’s Dreamforce!
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.
Dreamforce is coming, and FAST! Everyone’s excited for the fantastic parties, powerful presentations, and memorable keynotes starting October 4th. Dreamforce, surprisingly, is already sold out, but you’re still able to register with a code. If you’re all set, you’ll be excited to know that the awesome Agenda Builder is going live on Wednesday, September 7th, and it’s going to be cooler than ever! Chatter, videos, even links directly to Trailhead tutorials will help you choose the right sessions, prepare, talk with other attendees, and more. Watch the video below for more info, get a head start by checking out and starring the sessions you’re most interested in, and don’t forget to log in on the 7th to start enrolling in your sessions for Dreamforce ’16! Seats are limited and they go fast!
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.
The new Lightning Experience is all the buzz in the Salesforce community since Dreamforce ’15, and with good reason. The Lightning Experience is the most significant update to the Salesforce user experience ever, blending tools you need on your desktop with an interface designed with mobile in mind. But as with everything that’s new, jumping on the bandwagon too early could be a big mistake, and being an early adopter of the Salesforce Lightning Experience may not be the right fit for your business. But how do you know if Lightning is right for you?
Our colleagues at OpFocus have put together a valuable infographic to help you answer this question. In it, they provide a few sample use cases to help you determine if Lightning is right for your business. On the bottom of the infographic is even a handy checklist including items not supported by the Lightning Experience, such as Campaigns, Approvals, and Data.com, to make it easy to quickly identify if you should hold off. Check out the infographic below, and if you’re still not sure, contact your Salesforce consultant today!
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.
Salesforce is an incredibly robust tool, and with great power comes great complexity. If you use Salesforce, there will come a day where you just don’t know what to do. From end user to Admin to Developer, something will come up that is just beyond your skill set. Maybe you don’t know how to find that record you accidentally deleted, are having trouble with a complex Workflow, can’t quite figure out what’s wrong with your Trigger, or maybe you’re just looking for the next great new enhancement for your org. Not to worry, there are copious tools at your disposal, and in this final installment of Dreamforce Tips, I’d like to recommend one of the most valuable – the Salesforce Success Community.
I’ve told you about the #askforce community on Twitter, which is an invaluable tool for getting help fast. But sometimes you need more than 140 characters to solve your problem, and #askforce isn’t the easiest place to find previous challenges and solutions. The Success Community can be a little slower, but the same incredible people who help you out on Twitter also scour the Community to offer the same level of support and assistance. And if you have Salesforce, you already have access. All you have to do is click Help in the top right corner from any page in Salesforce then click the Success Community icon. There, you can search for solutions, post questions and ideas, browse help and training documentation, and more! Join us next week for a post about an incredible success from the Salesforce community!
-Jared and the Salesforce Guys
Dreamforce Sock Update:
And we have cuffs! Now to get these guys off the needles in time for Veterans’ Day! Wish me luck
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.
