by Mike Walsh | May 29, 2015 | Salesforce Tips
If you use Salesforce alongside Google Apps, you’ve probably noticed that pesky “via Salesforce” tag at the end of any email you send from Salesforce. While most people don’t care, it can become a problem if clients see it and assume your very important communication is nothing but another automated email. You don’t want critical messages to go unread – or worse, get lost in the void of someone’s spam folder! What can you do?
By using Google Apps as a relay for your Salesforce messages, you can get rid of that annoying and misleading note at the top of your emails. There are a few steps involved, but once it’s done, you’re in business. And what’s more, after this configuration is completed, you’ll see your emails sent from Salesforce in your Gmail Sent folder! Check out this post by our colleagues at Groove Labs for the step-by-step, and enjoy easier, cleaner, clearer email communications from Salesforce!
-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 | Apr 24, 2015 | Salesforce Tips
If you haven’t started using Salesforce Chatter, there’s no better time to start than now. And if you’re an old hand at it, you know that Chatter is your hub for collaboration, and over the last several releases, it has grown to so much more, with powerful attachment capabilities, announcements, organization tools, and the list goes on. We’ve shared with you guidelines on best practices for using Chatter and social media tricks to help you get started. We even utilize Chatter ourselves to help bring you better tips each week. But like Facebook and Twitter, being fully engaged in Chatter can be time consuming, and without focus, you can easily miss important updates. But if you’re getting Chatter email notifications, you can supercharge your Salesforce Chatter experience right from your inbox!
This week’s tip is super simple and a surprisingly successful win for our team. Ask your admin to allow email replies to Chatter, and suddenly your inbox will serve as a second home for your Chatter collaboration. Any email you receive from reply@chatter.salesforce.com can now be used as a tool for interacting with your team. Reply to a post, comment, or message to send your response straight from your inbox. Reply with just the words bookmark, like, unlike, follow, or unfollow and that action will be taken care of for you without ever having to log into Salesforce. For more tricks and information on limits, check out the specs here. And enjoy your new, easy Chatter experience!
-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 16, 2015 | Salesforce Tips
You’ve worked hard to build out a bunch of awesome email alerts to keep your internal users and clients up to date on everything from changes in Case Status to requests for documents to move Opportunities forward. Your team is doing an amazing job updating records as they work, and emails are going out as planned. But herein lies the problem: as emails go out throughout the day, your clients are responding, meaning your team has to jump from their usual tasks to following up on emails and back over and over again, and all this task switching is lowering productivity. Wouldn’t it be great if there was some way to get email responses in bulk rather than as a steady stream? Well, there’s no perfect solution, but this little tip should be immensely helpful.
Instead of using email alerts that go out as soon as an update is made, consider using some sneaky time-based workflows. The first thing you’ll want is a new Date/Time field for each workflow you’re updating. Make sure you use a good naming convention so that it’s easy to find. Next, add a field update to your workflow as an immediate action on the relevant Date/Time field for the time you want those emails to go out (ex. DATETIMEVALUE(TEXT(TODAY()) + " 17:00:00") for today at 5pm GMT). Finally, replace your email alert immediate action with a time-based action based on your Date/Time field. Activate, test, and you’re good to go. Now your Case updates can go out at the end of business and after your team responds to the morning batch, they can go about their days until the lunchtime email requesting contract signatures starts rolling back in.
-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 | Oct 24, 2014 | Blog, Salesforce-Apps-AppExchange
It can be tough to keep on top of birthdays in your life. You want to send your best wishes on that ever-important day to everyone, but the more you’ve got, the harder it is to make it happen. If you’ve got thousands of contacts in your Salesforce org and are trying to do birthdays, it’s just never going to happen. And the problem isn’t just birthdays. What about customer anniversaries, contract renewals, or annual check-ins? Keeping on top of all these is a nightmare. Don’t worry, Salesforce Labs has your back with Birthday eMailer for Salesforce!
This service runs once a day, and emails birthday emails to your contacts, using a Happy Birthday email template, or an anniversary template… This application is written in apex, and is free to be customized by your administrator or developer. Other uses would be to use it for anniversaries, or other scheduled notifications.
Stop pulling your hair out and start sending birthday emails today with Birthday eMailer!
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 10, 2014 | Salesforce Tips
When it comes to databases, there’s an old adage: “junk in, junk out”. No matter how powerful your system is, if the data in your Salesforce org is junk, you’re not going to get the most out of it. It is important to train your team in ways to keep your data all neat and clean, but even if your users are absolute stars at data entry, phone numbers, addresses, and even emails change from time to time, and before you know it, you’re spinning your wheels trying to track down the latest contact information for the decision maker at a big client or googling an outdated twitter handle to find a customer who left you a 5 star review. How can you possibly stay on top of the constantly changing contact information for thousands of Contacts? You should try using the Mass Stay-in-Touch in Salesforce!
Stay-in-Touch is a standard Salesforce tool that helps automate the process of updating Contact records in Salesforce. For one-off updates, you can always click the built-in Request Update button from a Contact’s record, but you can also use the Mass Stay-in-Touch feature on the Contact Tab page to quickly send hundreds of update requests. Your Contact will get an email showing the information you have in the system and a link to update it, and when they have submitted their updates, you’ll get an email to confirm the changes directly in Salesforce, no typing necessary! With just a few clicks, you can get your clients to update their own contact information for you, leaving you with a lean, mean, clean Salesforce org that’s ready for business!
-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.
