by Mike Walsh | Feb 5, 2018 | Blog, Salesforce-Apps-AppExchange
The name pretty much says it all. This Salesforce native, Lightning ready app allows for easy document creation, integration and signing. Merge data from Salesforce objects, send documents to lists from a single click all while giving recipients the ability to receive and sign on any device. All of this, from inside Salesforce.
eSignAnyWhere app represents the most advanced and easiest to use Salesforce application for e-signatures. Combining security and efficiency of eSignAnyWhere with data from Salesforce produces powerful tool for accelerating sales processes.
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 | Jan 30, 2018 | Salesforce Tips
Salesforce has developed an enhanced note taking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your productivity.
What specifically can enhanced note taking do for you? Some of the new features and benefits are listed below.
- Rich text formatting, like bold and italic, allows you to highlight details or enhance meaning
- Better organization with bulleted and numbered lists
- Make more of an impact with pictures or images
- Share notes with people or groups
- Relate a note to multiple records, such as opportunities, accounts, and contacts, to save time and spread important information.
- Keep sensitive information secure with private notes
Interested in learning more? Salesforce admins have written up a great in-depth guide (see link below) on enhanced note taking and how to implement it in your org.
Click here for enhanced notes!
-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 | Jan 23, 2018 | Salesforce Tips
If you are a Salesforce user, you probably have a lot of pages to navigate every day. And if you are like most users of Salesforce Classic, you have probably customized your navigation bar to give you easy access to your most commonly used apps and screens. Unfortunately for anyone whose company already has, or will soon make the switch from Classic to Lightning, that custom navigation bar you spent so much time on will not carry over to Lightning … Until Spring that is!
Coming as part of the Spring ‘18 release, Lightning users will gain the long awaited ability to customize their navigation. Stay tuned to the CloudMyBiz blog over the next few months for a more details on making these time saving adjustments. In the meantime, Salesforce admins have provided a simple but effective workaround. The Favorites tool! Simply add the pages you want to save to your Favorites list, and access them later from the drop down menu at the top of your screen.
Click here to see Favorites in action!
-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 | Dec 27, 2017 | Blog, Salesforce Tips
From large to small, every release of Salesforce, (Spring, Summer and Winter) includes changes and tweaks to many different features. As one of the small changes in this year’s Winter ‘18 release, the search function has become smarter and faster in this year’s. The search changes are seemingly simple, so you might not notice them if you don’t know what to look for.
First, the instant results that appear under the search box now have a spell check function, helping you enter the correct search keywords, even if you aren’t the best at spelling. Following that is a trio of features that can make scanning and using search results a breeze. You can resize results columns, toggle the text results to wrap, and easily sort your search results. So now that you know, pull up that search bar and check out these handy new upgrades. Unfortunately, these improved search features will not be standard for everyone. As of now, these improved search functions are only taking effect on instances of Salesforce Lightning.
-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 | Dec 19, 2017 | Salesforce Tips
The External Services feature was announced as part of the Spring ‘17 Release of Salesforce. This product allows you to easily set up connections between your Salesforce org and – you guessed it! – external services of your choosing. You can access the services via a custom flow and all the necessary data will be imported directly into Salesforce.
Practically speaking, what does this mean for you as a Salesforce user? First of all, you can connect to third party services to enhance your Salesforce org, such as credit checks or online purchases. Don’t worry if you aren’t a master programmer; Salesforce has built a setup wizard to guide you through each step. Unfortunately, External Services is still in Beta. Once released, this feature will be very useful to anyone using Salesforce. Stay tuned to our blog for coverage and updates on External Services and other exciting new features.
Learn More about the External Services Beta!
-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.
