by Mike Walsh | Sep 27, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
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 8, 2019 | Blog, Salesforce Tips
Setting a new Salesforce Org can be a very exciting time! So many possibilities and opportunities at your fingertips. Maybe its the start of a new venture, or just a way to improve your business organization. Either way, you want to get started on the right foot.
So, we put together a quick but effective list of to-dos and steps that will help you get your new Salesforce Org off the ground and set up for success.
- Define Your Naming –
- How you do this will depend on what type of org you are creating. Getting your naming standards down early will help a ton and avoid much confusion later.
- Best practice is to define your user and company names to indicate the Name (or purpose) of the Org, along with the full name being used and a version if applicable.
- Add Your Company Logo
- A great way to do this is with a custom app. Upload the logo to the App, and then simply set the App to appear in any location you want the logo to appear.
- Enter Your Company Info
- Primarily speaking, you need to get the company’s default time zone, fiscal year, and primary contact information.
- Set Security Policies
- Setting up security is always essential. Passwords, network and session settings are a great place to start. Users and account permissions are next! Try the Health Check feature of Salesforce for a guide on best practices.
- Enable Chatter
- The internal communication community for Salesforce. A great way to make sure that everyone stays connected.
- Add Power of One & Case Safe ID Fields
- These two fields can be very helpful when it comes to reporting. Set them up in Sandbox.
- Power of One is a simple formula that enables you to summarize data quickly in reports.
- Case Safe ID is a formula that enables you to manipulate record IDs in other reporting tools that do not recognize case-sensitivity.
So there you go. You are a few steps closer to having a well oiled Org up and running.
-Ryan and the CloudMyBiz 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 | 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 | Apr 30, 2018 | Salesforce Tips
Most Salesforce users know that the default values of individual fields can be modified. Like most objects in Salesforce, you can customize just about any field to display just about any value as a default. However, did you also know that you can set up fields to have different default values for different users? As of Summer 2017, all versions of Salesforce (Classic and Lightning) have supported creating field-level default values as either constants or formulas.
‘Sure, that sounds great, but how does it really help me’ you say? One idea is that you could set up different groups of users to have a customized “Language Preference” field, based on which group they are in. Alternatively, you can set up an “Urgent” field to be checked, whenever an account is created by a specific user group. The options don’t stop there. Give it a shot and with a little creativity, you should be able to modify the default values for some great perks!
How To Define Default Field Values
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 27, 2018 | Blog, Salesforce-Apps-AppExchange
Looking at a Quote Line Item list with many fields and values? It can be hard to organize efficiently. The Alpha Easy Sort App solves this, by enabling custom sorting. Set up your default sort order for all users and create multiple presets that users can select from as needed. Or configure the app to sort line items on an ad-hoc basis.
“The Alpha Easy Sort App enables users to sort Quote Line Items using any Field or Fields available in a Quote Line Item.”
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.
