by Mike Walsh | Feb 28, 2020 | Blog, Salesforce Tips, Salesforce-Apps-AppExchange
As the year continues to roll along, we are already beginning to look back on the the Salesforce Spring ‘20 release and the improvements it contained. Released on February 17th, this update is further helping users power their entire business – on Salesforce Mobile. Some improvements include:
- Increased productivity with enhanced navigation and custom notifications
- Improved AI integrations
- Better unification between Desktop and Mobile experiences
Click here to learn more!
-Ryan and the CloudMyBiz Team
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Need custom development or consulting to enhance the Salesforce you already have?
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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 | Oct 30, 2019 | Blog, Salesforce Tips
Salesforce Mobile is the latest branch of the Salesforce UI to get a significant face lift. As many of you know, Salesforce is making a large push to get all of their users onto Lightning. And for good reason. The interface is more user friendly and the workflows and layouts have been improved. Of course, Salesforce Classic will no longer be getting the newest features, support and upgrades, so it only makes sense to make the jump to lightning.
That is where the new Salesforce Mobile App comes in. The mobile version of Salesforce has been a bit behind for some time now, and was in need of some love. The latest upgrades have made the mobile app completely in sync with Lightning, giving users an extremely similar experience.
If you are a Lightning user, the above screenshot should look pretty familiar to you. The end result of these upgrades:
- Users can have a smoother transition from desktop to phone, and can see the same screens and components on either
- You can set up different pages, templates, or components to show as default, depending on which type of device is being used (desktop, tablet, phone)
So, for any remote sales teams, or regular mobile users, the Salesforce Mobile App should be much improved and better enable you to grow your business.
Click here for a short guide on setting up and using the new Mobile App
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
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 | Oct 30, 2019 | Blog, Salesforce-Apps-AppExchange
Manually importing leads from various sources can be time consuming and generally a bit of a pain. Not only can they be difficult to keep straight for what is what, but also prone to user error as well. The more you attend events like seminars and conferences, or have a variety of leads that come in from outside of your online web forms, the more you need a tool like Validar Lead Import.
Validar Lead Import is the premier tool for managing, categorizing and importing offline lead sources, like leads from trade show exhibits and registration kiosks.
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 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
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 | Oct 25, 2018 | Blog, Salesforce-Apps-AppExchange
Slack is not exactly an unknown name in the business world. In fact, it is estimated that Slack has about 8 million daily users. Which is pretty not bad! Slack themselves have a number of ways to use the popular messaging app, from mobile apps to desktop programs, but this Salesforce integration can make your working world just that much better. Not only do you not have to switch out of Salesforce to utilize the messenger, but by having the integration, you can search Salesforce from Slack by typing the Salesforce search term or send messages to Chatter from your Slack channels.
Scientifically proven (or at least rumored) to make your working life simpler, more pleasant, and more productive.
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.
