by Mike Walsh | Jul 14, 2016 | Blog, Salesforce-Apps-AppExchange
For over two years, we’ve been sharing exciting new apps with you every week. Occasionally, we find a gap in the offerings on the AppExchange, and build our own tool. This week’s app is just such a tool. A number of our clients, across many different industries, rely on data from LexisNexis for identity verification and risk management. Until now, running LexisNexis searches required leaving Salesforce or building a complicated and expensive custom integration. Today, we’re excited to announce that we have just launched a new app, LexisNexis for Salesforce by the team at CloudMyBiz!
LexisNexis Accurint® for Salesforce provides access to the most widely accepted locate-and-research tool available to government, law enforcement, and commercial customers directly within Salesforce. Streamline searches by leveraging Salesforce data. Store, review, and print reports directly within your CRM. LexisNexis for Salesforce puts your most important data at your fingertips.
Save time and streamline your risk management and identity verification processes with LexisNexis for Salesforce. Contact CloudMyBiz today for more information!
About LexisNexis Risk Solutions
LexisNexis Risk Solutions (www.lexisnexis.com/risk) is a leader in providing essential information that helps customers across all industries and government assess, predict and manage risk. Combining cutting-edge technology, unique data and advanced analytics, LexisNexis Risk Solutions provides products and services that address evolving client needs in the risk sector while upholding the highest standards of security and privacy. LexisNexis Risk Solutions is part of RELX Group plc, a world‐leading provider of information and analytics for professional and business customers across industries.
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 15, 2016 | Salesforce Tips
Integrations are integral when you want to take your Salesforce org to the next level. The integrations you use may be as simple as generating short links for SMS messages, or as complex as feeding live data between Salesforce and your accounting software or back-office data warehouse. If you’re a Salesforce developer, you’ve probably had to hard-code integrations over the years, leading to challenges in testing, deployment, and maintenance. If you’re a system administrator, you’ve probably had to deal with the annoyance of needing a developer to update code every time a simple endpoint changes. Many developers have learned these lessons the hard way and created custom settings to maintain integration settings, but this approach has its limitations. But have you heard of Named Credentials?
My team had favored the Custom Settings approach for quite a while, and when an incredible power user on Twitter built a bit.ly integration based on a question I posed to the #askforce community, I was introduced to the new Named Credentials tool released in Winter ‘16. Readymade out of the box, this cool tool is built with integrations in mind. They’re easier to set up and reference in Apex than Custom Settings, and maintenance is a breeze, allowing you to change endpoints without ever touching the code. Create a Named Credential by going to Setup -> Security Controls -> Named Credential. If you want to see how easy it is to incorporate into your code, check out the bit.ly integration above and Salesforce’s user guide. Admins and Developers alike, I know you’ll love this!
-Jared and the Salesforce Guys
Cover image by Joelle Diane
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 | Dec 4, 2015 | Blog, Salesforce-Apps-AppExchange
Many businesses, such as in the lending industry, rely on assessing a prospective client’s credit ratings to determine risk and identify if you’re looking at a profitable deal or a future headache. Salesforce lets you manage the important data you need relating to customers, but to get risk and credit data, you’re either looking at expensive custom integrations with credit agencies, or having to log into an external website, pull credit, then enter the results into Salesforce manually. Imagine how valuable it would be to have all that information integrated directly into Salesforce, ready for you at the click of a button. Well, I’ve got some exciting news for you! The CloudMyBiz team would like to introduce you to Experian FusionIQ!
The new Experian FusionIQ™ app gives you a true 360-degree view by seamlessly integrating critical risk-management data — such as credit scores, public-record data, corporate linkage and trade-payment information — into your Salesforce.com records.
My team recently got a demo of this exciting, new, free tool from Experian, and we were blown away by the power and simplicity of the app. This is one of the best products on the market, allowing you to pull both business and personal credit directly from Salesforce. Imagine the power of the analytics — Salesforce Reports and Dashboards based on data from Experian! Check out Experian FusionIQ, drop them a line, or let us know if we can help you evaluate this awesome app for your team!
Cover image by Joelle Diane
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 | Nov 13, 2015 | Salesforce Tips
I know I rave about the Salesforce community. A lot. And for very good reason. A few weeks ago, I was asked if you could send shortened URLs from Salesforce. Sending them wasn’t the problem – there’s dozens of approaches there. But I didn’t quite have a solution for generating those links. I knew my team could figure it out quickly, but it was after-hours when the question came in and I wanted an answer fast. I turned to Twitter, and within a few minutes, I had several approaches lined up and could definitively say it was possible. The next morning, I awoke to an incredible blog post by Doug Ayers, who took my question as a challenge and stayed up late writing the code.
In short, his solution is brilliantly simple. First, you sign up for a free bit.ly account. In Salesforce, create a “Named Credential” (a tool designed for storing login credentials and endpoint URLs for integrations; Setup -> Security Controls -> Named Credential), then a Custom Field to hold your shortened URL. Next, copy and paste his Apex code – yeah, it’s ready to fly and very well-commented. Finally, use the Process Builder to create a Process, activate it, and test it out. Due to some known limitations with the Process Builder (if you need to do this in bulk, you could hit some problems), my team needed to swap that out for a Trigger, and a few other modifications were needed to make it fit into the process flow, but the hardest part was solved with just one tweet and the incredible #askforce community! Check out Doug’s post here, and enjoy this awesome solution!
-Jared and the Salesforce Guys
Cover image by Joelle Diane
Dreamforce Sock Update:
The socks are done! They look awesome, and feel even more incredible! I think I’ll be knitting another pair of Dreamforce socks next year, and I definitely plan on strolling around the convention in these!
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 | Nov 6, 2015 | Blog, Salesforce-Apps-AppExchange
You may have read our post a while back about the Salesforce Chatter Channel for IFTTT (“if this then that), a free IoT (that’s “Internet of Things”) integration tool that lets you automatically trigger actions across internet-connected services and devices based on events – in example, I love that whenever I update my Facebook profile picture, Twitter is updated automatically too! Well, back in April 2014, the Salesforce Channel was pretty limited. All you could do was create triggers to post to Chatter. Well, it’s a whole lot more powerful than that now!
With the Salesforce IFTTT channel you can easily create integrations between Salesforce and your favorite apps. Turn on a Hue light when an opportunity is won. Post on Chatter when someone tweets a specific hashtag.
Check out the AppExchange listing for Salesforce IFTTT, or dive right in and check out some of the awesome Salesforce recipes like posting escalated Cases to Slack or tracking your FitBit data in Salesforce 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.
