by Mike Walsh | Jul 29, 2017 | Blog, Salesforce-Apps-AppExchange
It may not be Spring anymore, but there is never a bad time to clean out your old junk. Especially when it comes to data storage. Once installed, Storage Minder runs automatically, maintaining your stored data and keeping you from maxing out what space you have. Simply by focusing on your tasks / emails / calls, and compressing them into Adobe PDFs, this app dramatically cuts down on your storage needs. Don’t buy more storage space, clear out your data clutter and then keep it that way.
Reduce your Salesforce Data Storage and Keep it WITHIN the Limit! You set the criteria for Storage Minder to reduce Data Storage. It packages up tasks/emails/calls and moves them to less expensive File Storage
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 | Sep 30, 2016 | Blog, Salesforce-Apps-AppExchange
File storage can be a sticky subject for companies. Many systems on the market don’t offer file storage solutions, forcing businesses to implement additional tools, such as Google Drive, Dropbox, an FTP drive, or massive server directories only accessible from within the office. Salesforce customers have the ability to easily attach files directly to records, which drastically simplifies things. However, Salesforce storage is expensive, and there are limitations to the size of files you can upload into the system. If you need the power and simplicity of Salesforce attachments with no limits and low cost storage, you need to check out Cloud Drop!
Salesforce content storage makes your team more effective but it has it’s limitations. Cloud Drop is easy solution that gives your team Salesforce file storage with no FTP or attachment worries, increased file size limits.
If your file storage is giving you headaches, check out Cloud Drop 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.
by Mike Walsh | May 17, 2016 | Blog, Salesforce-Apps-AppExchange
Box.com is a growing player in the cloud storage and file management world. With relatively low-cost storage and desktop applications, Box.com helps businesses organize and share documents internally and with clients. If you use Salesforce, it is critical to have your all files at your fingertips, and Box has a powerful integration to link your Salesforce data with your file storage.
Box enables Salesforce users to easily share, access and manage files within Salesforce, and Salesforce1. Accelerate the sales cycle by removing email bottlenecks. Streamline the sales process by providing Sales with mission-critical collateral. Drive compelling customer conversations with increased visibility into which assets are most effective.
Check out Box for Salesforce and take control of your file storage 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.
by Mike Walsh | Feb 13, 2015 | Salesforce Tips
Let’s face it, no matter what you do to convert your processes from reliance on static files to nice, clean, fluid data, you’re never going to be able to escape the need for attachments. There’s contracts and agreements, photos, hand-written surveys and reports, bank statements, legal documents, and more. You may already have a file sharing system that everyone has down to a science – maybe Dropbox or a folder on your server, and if you’ve been working with that for years, you may think “why do I need to bother with attachments in Salesforce?” Well, it’s not just about file storage; attachments in Salesforce are so much more than that!
The more you use Salesforce, the more it becomes the central repository for all your business processes. Keeping records up to date means not having to pass around paper files for clients and deals. Making sure the Status matches the current status of a record allows managers to keep on top of their whole department. It’s no different for documents. Uploading an application to a record means that whoever is working on that record has what they need, and the file stays with the record all the way through the process. Adding attachments to Chatter lets your team collaborate, share, and work together. Uploading files to Salesforce lets you share important documents with your team and instantly get a new version out to everyone who needs it. I recommend you check out the Salesforce help page on the Differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments to get some more information on how to leverage Salesforce’s file sharing tools!
-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.