by Mike Walsh | Dec 12, 2017 | Salesforce Tips
Need a little more functionality from your Salesforce Lightning experience? We have a nifty feature where you can add an Utility Bar to any of your apps. This utility bar contains an assortment of helpful components that can be accessed directly from the bar, all without leaving your current page. A great feature to add to any of your apps!
So what exactly are the features of the utility bar? In a nutshell, the utility bar contains components from the home-page and footer of Salesforce Classic, such as chatter feed, recent items, notes and more. By sticking them on the utility bar, which, once activated, will always show up in your designated app, you will save yourself the trouble of going back to the home page!
Click here for a guide to set up your utility bar!
-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 | Sep 25, 2017 | Blog, Salesforce-Apps-AppExchange
Document organization can be a real pain point for many companies. The bigger you get, your files become more spread out and harder to organize. Having a trustworthy and easy to use document management system then becomes essential to avoid those frustrating headaches. This app is designed to do help you avoid those troubles, all from your Salesforce Lightning Org.
d.velop documents is an easy to use document management solution which makes processes more efficient. d.velop documents saves storage costs and even provides external access on documents within Salesforce.
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 | Sep 11, 2017 | Salesforce Tips
Customizing your user interface can be done for any number of reasons, but the most significant is to create an intuitive and efficient setup for you and your co-workers. Why keep apps, links and reports on your homepage if they never get used? Salesforce Lightning was built from the ground up with the idea of being as user friendly as possible, so it’s no surprise that you have a lot of options for customizing the home page.
With just a little know-how (or one of the many online guides) you can modify the existing Lightning home page or create your own from scratch. Once you have created your perfect template or templates, you can:
Click Here for a Basic Home Page Customization Guide!
-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 | Aug 24, 2017 | Salesforce Tips
Did you know that you can expand your email messages when composing them in Salesforce? As one of the many tweaks to Salesforce rolled out in the Summer ‘17 Release of Lightning, you can now expand your email template to a large pop-up screen. This little known trick can save you headaches and make your email writing much easier with two simple steps.
Simply start your email as normal. Click the icon in the toolbar to dock the email. Next, click in the docked email to expand the email in a pop-out. Your email should now be front and center on the screen, making it easier to see what you’re writing. What’s more, you can navigate to another screen before sending your email, without losing your work!
Click here for more Salesforce email tips!
-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 | Aug 11, 2017 | Salesforce Tips
Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If you are using Salesforce, you can see this hover feature in action when you hover over a Case number, and an extremely helpful pop-up will give you a preview of what is contained in that Case.
In the standard format, this hover feature can be a great help to moving deals faster and simply making sure you have the right case. However, if you are using Salesforce Lightning, it can get better. With a little know how, you can choose exactly what info is pertinent, and customize what appears when you hover over the Case number. Follow the link below for a quick guide on modifying your compact layouts, and making those hovers work for you.
Customize Case Hovers in Lightning Experience
-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.
