by Mike Walsh | Sep 19, 2018 | Blog, Salesforce-Apps-AppExchange
Finding the right solution for email marketing can be quite a challenge. Not all systems come with every feature you want. More importantly, having a system that seamlessly integrates into your Salesforce, and gives you all the tracking and reporting options you need in an easy to access and use interface is what makes an email system great, or not so great. Getting all of this can often require a hefty price tag… not so with Campaign Monitor for Salesforce.
Use Campaign Monitor to quickly add your Salesforce records, keep your customer’s preferences up to date and see your sends, opens and clicks right from within Salesforce.
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 24, 2017 | Salesforce Tips
Did you know that you can expand your email messages when composing them in Salesforce? As one of the many tweaks to Salesforce rolled out in the Summer ‘17 Release of Lightning, you can now expand your email template to a large pop-up screen. This little known trick can save you headaches and make your email writing much easier with two simple steps.
Simply start your email as normal. Click the icon in the toolbar to dock the email. Next, click in the docked email to expand the email in a pop-out. Your email should now be front and center on the screen, making it easier to see what you’re writing. What’s more, you can navigate to another screen before sending your email, without losing your work!
Click here for more Salesforce email tips!
-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 | Aug 17, 2017 | Salesforce Tips
As a Salesforce consultant, a common question we at CloudMyBiz are asked is: How can leads from lead providers be pushed directly into Salesforce? Obviously, this solution will significantly increase efficiency, as users won’t have to manually parse lead info into the system. There are a number of options and a bit of custom development for each:
Development on the Lead Provider Side:
- Salesforce API (REST, SOAP) with User Authentication
This method involves using standard Salesforce API’s to integrate. The lead provider needs to format the field mappings of their leads to conform to the client’s standard layout. A user on the lead provider side would need to write integration and authentication code for the Salesforce integration to work. Salesforce has documentation to help with this procedure.
- Salesforce API (REST, SOAP) with Client Side Certificate Authentication
This method is the same as above, but the authentication key will come not from the developer, but from a trusted certificate authority. The benefit here is that less code is needed and a trusted provider will handle the authentication.
Salesforce has some basic documentation on this process:
https://help.salesforce.com/articleView?id=000240864&type=1
Development on the Client side:
- Custom API (REST, SOAP) without Authentication
This method will involve developers on the client side to write a custom API that can take the leads from many providers and map them correctly into Salesforce. This does require a force.com site to be configured, and there may be some development required on the side of the lead provider. This API will not be protected by an authentication key, so potentially, anyone could upload leads if they knew the API endpoint. This can enable leads to come in from many directions quickly and easily, but can also lead to junk data. Properly written restrictions and validations can prevent junk data. As the API is publicly exposed, it is Strongly Recommended that lead duplication checks and sanity checks be done regularly.
- Custom API (with authentication). Either User Authentication or Client Side Authentication
This method is the same as option 3, but with the addition of client developers creating code and formatting for authentication. The authentication is the same as listed in either option 1 or 2.
No API Option:
- Email services (Apex email handler)
If there is no ability or desire to connect to an API, on either the Lead Provider or the Client side, this option will allow leads to be pushed into Salesforce from an email. Developers on the client side will need to configure a Salesforce email address to receive leads, and then create an email handler that parses information from the email text or attachment into Salesforce. This option would require that all formatting remains constant for the mappings to work. There are Salesforce Apps which handle this specific sort of process.
EX: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFoGaUAL
In the end, there are pros and cons for all of these options, and what you choose, all boils down to your company’s needs and what works best for you
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 | Salesforce Tips
Sometimes, it is all about the little things in life. Small pleasures such as smelling the flowers, having a nice piece of chocolate after a great meal or seeing that perfect sunset. We always say, don’t sweat the small stuff, but you know what, the small stuff is exactly what can set our minds at ease and make everything better, or it can constantly grate and annoy us to no end. The tip this week is all fixing a small issue that will make your life just a little bit better.
The issue I am referring to is that an email sent from Salesforce, will often appear as sent from “noreply@salesfore.com on behalf of Sender FirstName LastName” rather than your own name and email. This might seem inconsequential, after all, when you hit reply the email will still go to the correct address, however, it just doesn’t look great. Not to mention it can be a bit confusing on both ends of knowing who you are messaging and who to reply to. Like most aspects of Salesforce, with just a little know how, you can easily remove the “noreply” line, and have just your own name and email, when sending email from Salesforce.
Click here to find out how.
-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 21, 2017 | Salesforce Tips
Are you using Salesforce Campaigns? Well you should be! As one of the more under-utilized out of the box functions within Salesforce, Campaigns are a powerful way to coordinate your marketing initiatives and generate new Opportunities and Leads as a result.
Campaigns allow you to track prospects from the time they are entered into the system, until the Opportunity is closed. Access Campaign Reporting to find the total number of Opportunities that have been created, the value of all open Opportunities, the number of closed won Opportunities, as well as the value of the closed won Opportunities, to name a few. You can build custom Campaigns from your Leads and Contacts, and leverage those Accounts into well targeted Marketing Emails and more!
Click here for a more detailed analysis!
-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.
