by Mike Walsh | Jul 2, 2015 | Salesforce Tips
Fire up the grill, pop the cork, and get your (legal) fireworks ready! It’s almost Independence Day here in the good ol’ USA. If you’re a Salesforce user, you know that every day is a day to celebrate your independence from IT and developers. Need a new Report? How about a new field? Updates to your automation? Salesforce’s “clicks-not-code” interface gives anyone with basic computer skills and an internet connection the power to become a Salesforce superhero in just a couple days! In celebration of the holiday, here are 4 great tricks for the aspiring admin.
4. Reporting on Reports:
Did you know you can run Reports on Reports in Salesforce? If you’re trying to clean up your Reports folder or help your team identify what’s already available for them, this can be a fantastic feature. You can even see when a Report was last run. Check out this cool use case for supercharging your Report Reports!
3. Use List Views to drive prioritization:
What Lead should you call next? What Case needs your attention? Which Opportunities should you try to close today? Create a couple list views using fields like Stage, Rating, Last Activity Date, and Last Modified Date to create targeted call lists. Once they’re set, you can get a bit fancy with this intermediate level code!
2. Create a custom Follow-up Date field:
Did a client ask you to call back in a week? Do you need to give a customer time to think about your latest proposal? Create a custom Follow-up Date field on any object and use it as part of your list view criteria to weed out the people who don’t need to hear from you just yet.
1. Leverage the community for free help on anything:
Stuck on your latest customization? Can’t figure out why the cool thing you’re trying to do won’t work? Tweet #askforce or log on to the Salesforce Community forums to get free help with anything. As your skills grow, the community will go from being your source for basic how-to guides on stuff you feel too embarrassed to ask to a crew of knowledgeable developers the world over ready to help you figure out why you’re getting an error in your latest integration!
Happy 4th of July everyone!
-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.
by Mike Walsh | May 29, 2015 | Blog, Salesforce-Apps-AppExchange
I don’t know about you, but I’m an epic multitasker. When I’m working in Salesforce, I’m constantly jumping from one task to another, and opening up 30 tabs of all the records I’m working on, going tab to tab, making my changes, saving, and dramatically slowing down my otherwise powerful computer in the process. It would be so much easier if I could just make edits to all 30 records from one page at one time, click Save, and be on to the next task. If you use Salesforce like I do, you should check out Mass Edit from List Views!
Quickly and easily edit up to 200 records at once from Standard objects (Campaign, Lead, Account, Contact, Case, Opportunity, Contract, Product, Solution and Asset) from the List View or from the Related List with fields of your choice.
Check out this awesome, free, brand new app today and enjoy your new way of working with Salesforce!
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 19, 2014 | Salesforce Tips
Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Is this sounding familiar? If you’ve been reading our Tip of the Week for a while, you may remember my post on Tags in Salesforce. Tags were a great way to cut the clutter and organize your records, but as they say, that’s so last year! Topics in Salesforce, part of the Spring ’14 release and still hot out of the oven, is the latest, greatest tool for organizing everything.
Topics help you find what you need and who you need to talk to fast. Like Tags, Salesforce lets you add Topics to nearly any record (including Reports and Dashboards) in the system, building on the popularity of adding #hashtags to categorize Chatter posts. Topics let you organize and quickly find all records related to a specific topic. You can find records related to a topic from the Global Search bar, by clicking on the Topic from a record, and even in List Views (which is a fantastic way to promote user adoption and build on the value they provide). If you’re already enthused about Topics, tell us how they’re helping your team succeed!
-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.
by Mike Walsh | Aug 15, 2014 | Blog, Salesforce-Apps-AppExchange
Your company has just released a new pricing structure and you’ve got a lot of updates to make to your Products and Pricebooks in Salesforce, you just got off a marathon of phone calls with clients and have a lot of address changes to note, or maybe you’re a system admin working on your monthly data cleaning process. Whatever your scenario, if you’ve got to make a lot of changes to records in Salesforce, you better brew an extra pot of coffee, because you’ll have to wait for a lot of page loads to go into and out of every record. You may have learned this lesson already and just opt to export everything, make your changes in Excel, and import everything back into Salesforce later. But if you’ve got an amazing system like Salesforce, why should you have to use Excel to mass update your data!? There has to be an easier solution! And there is – it’s called GridBuddy by AppBuddy.
Managing related records in Salesforce takes too many clicks and page loads. Until now! With GridBuddy, you can manage your Salesforce data in single-page, report-like list views.
It’s seriously simple and super cool. One of our favorites. Watch the video below and check out GridBuddy 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.
