by Mike Walsh | Jun 12, 2015 | Blog, Salesforce-Apps-AppExchange
We all have those numbers we call constantly. There’s mom, of course, and your significant other or best friend. In the office, there’s that support line you need when you’ve got a problem with the AC, FedEx when you need to schedule a pickup, and don’t forget that favorite restaurant you always order lunch from when you’ve got a big meeting in the conference room. Your team needs all sorts of numbers to call when important things are happening, and you probably have a spreadsheet you distribute and print out every time there’s an update. Wouldn’t it be great if you could get those updated numbers to your whole team in seconds and never have to worry that someone is still working off of the one you prepared three Christmases ago? Well, the Lightning Speed Dial Component brings the ease of speed dial to the power of Salesforce1.
Admins can configure the name, phone number, and icon in the app builder. A simple tap on the component tile and the user’s device will be directed to dial that number. Admins can setup multiple speed dial components in a page for additional numbers, the component supports any phone number formatting.
Check out this free and simple app 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.
by Mike Walsh | Feb 6, 2015 | Salesforce Tips
One of my favorite things about Salesforce is the immediate feedback. Whether you’re an end user, system administrator, or developer, every update is registered almost instantly. There’s rarely a need to wait for anything you do to be reflected in the system, meaning rapid development and seamless upgrades and improvements. But if your team uses Salesforce1 extensively, admins and developers have the challenge of having to bounce between their desktop and mobile devices constantly to see how their updates effect the user experience. You can use the standard mobile simulator, but unfortunately it doesn’t always give an accurate view of what your team is seeing on their smartphones, which can be frustrating in a high paced work environment. What you need is a way to get an accurate view of the user experience without having to pick up a phone. Enter the Chrome Salesforce1 Simulator!
The Salesforce1 Simulator gives you a look into the UI of Salesforce1 straight from your desktop. Framed by a simulated phone or tablet, what you see is what you get. With this app, you can make your updates, refresh, and see exactly what your team in the field will see in an instant. This simple tool brings the immediate feedback I love about Salesforce to your mobile development. And the price tag of $free makes it a no-brainer for any Salesforce administrator or developer to add it to their toolbox. Check it out!
-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 | Dec 5, 2014 | Salesforce Tips
Salesforce1 has been a game changer since its release last year. Since then, many great apps have been released to help leverage the full power of the new mobile Salesforce. Salesforce recently released version 7.0 of Salesforce1, bringing with it a number of powerful new features and UI upgrades.
To begin with, performance has found a major improvement with page loads happening much faster. An action bar has been added to the bottom of the page to allow you to have quick access to the things which are most important to you. Records are easier to navigate than ever before, and now, with just a few quick swipes, you have the ability to perform a number of actions in line with the data. Best of all, dashboards in Salesforce1 have gotten a major overhaul and are now almost as powerful as dashboards on your desktop computer. For more on the latest upgrade check out this link and don’t forget to download the latest version from the iTunes App Store or Google Play today.
-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 29, 2014 | Salesforce Tips
Whether you’re in the field and need directions to your next appointment, are at a lunch meeting and want to present a few options for a client to review, or are sitting on the beach and want to check in on your accounts while sipping your margarita, Salesforce1 is the app for you. Salesforce1 puts all your Salesforce data into your pocket or handbag so that you can have it at your fingertips whenever you’re on the go. The problem is that navigating Salesforce1 can be a bit difficult sometimes, requiring more button clicks and drilling down to get the same information you see at a glance on your computer, especially when talking about related lists (like Opportunities for an Account). Wouldn’t it be great if you could get all that information with a couple flicks of your thumb? Well, you can with Mobile Cards for Salesforce1.
Mobile Cards for Salesforce1 allow you to add custom Visualforce components optimized for mobile devices straight onto your mobile page layouts. If you can do it with Visualforce, you can probably do it for Salesforce1. One common challenge is showing the information from a related list on your mobile device. This can be easily remedied with a very simple Visualforce Page (code below). Be sure to check “Available for Salesforce mobile apps” to allow it to display in your mobile app. While this example doesn’t look terribly pretty, it’s a great jumping-off point to get you started on building truly brilliant Mobile Cards and making your Salesforce1 experience awesome and uniquely your own.
<apex:page standardController="Account" showHeader="false" sidebar="false" standardstylesheets="true">
<apex:relatedList list="Contacts" ></apex:relatedList>
</apex:page>
-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 | Jan 10, 2014 | Blog, Salesforce-Apps-AppExchange
The holidays are over, the New Year has begun, and despite your big goals and resolutions, you’re already back to your old habits. Were you planning on spending more time with your family? Maybe you wanted to get away from your desk and boost your weekly FitBit report. You really want to change things up, but work is calling, and you have to make sure everything gets done. Well, the superstars at Salesforce Labs have your back with Logger!
Logger is a fantastic smartphone app that helps you keep all your calls, tasks, and emails up to date while you’re away from your desk. It also lets you check in on Accounts, Contacts, Leads, and Opportunities on the go.
Want to spend more time selling and less time logging your activity? Logger is here to help. Here’s how it works — select the Contact, Account, Lead or Opportunity you are visiting, then tap on one of six buttons: Check-in, Follow-up (task), Note, Call, Email, or Map.
Read more on Logger’s AppExchange listing, check out the iPhone and Android apps, and if you’re the ambitious sort, check out their open source code on GitHub! Get your work done while making your New Year’s Resolution a success with Logger!
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.
