![App of the Week – FOLDERIZE]()
by Mike Walsh | May 10, 2019 | Blog, Salesforce-Apps-AppExchange
One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of file folders, this app is for you! FOLDERIZE gives you a way to store your documents in that more traditional file system, even in Salesforce Lightning.
Folderize provides an alternative to Salesforce Files/Libraries, and to the Attachments related list for objects. It offers a hierarchical structure helpful for organizing many document collections.
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 | Aug 28, 2018 | Blog, Salesforce-Apps-AppExchange
Creating, planning and organizing a large event comes with a large set of challenges. From processing payments to registrations to creating sessions and agendas, there is a lot to keep track of. Fortunately, if you use Salesforce, you can also use Fonteva Events to manage over 50 different event types, and keep all of your data directly within your Salesforce CRM. You can eliminate data transfers or manual re-keying from external event software because with Fonteva Events all event data is directly in Salesforce.
From online registration to agendas and planning logistics, Fonteva will integrate seamlessly into your events operation, turning Salesforce strength into successful events.
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 | Feb 12, 2018 | Salesforce Tips
Is the combination of documents, notes and attachments slowing you down? Is it unwieldy to manage the different file types when you need data fast? If so, you may want to consider moving from Salesforce Classic to Lightning Experience. One the highlights of Lightning, is the switch from notes and attachments to Salesforce Files. In fact, Salesforce is betting on you liking it so much, that they haven’t given you any other options for document types. Gone are the days where you attach multiple file types to a related record. We are now in the era of Salesforce Files.
So what are Files exactly? Files is a document organization system that converts all documents, attachments, and notes into a Salesforce File. Functionality wise, they are a lot like Google Docs. Salesforce Files are shareable, editable and make it easy for your team to manage all of their important information. What’s more, Files are shared and stored in a folder library system, keeping everything organized in a single location. In short, files do more and provide greater functionality than simple attachments. Though this switch may take time for some users to adopt, the upside of using Files should be more than worth the effort.
Click here for a short video checklist to help you get to most from Salesforce Files!
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 | Mar 30, 2017 | Blog, Salesforce-Apps-AppExchange
Eventbrite is an social platform to coordinate, yep, you guessed it, events! It can handle any sort of gathering, from meetings to company picnics (if you are into that sort of thing). Their always growing technology not only schedules and coordinates events, but allows people to discuss and share the happenings they are excited about. EventbriteSync is a custom way to combine the scheduling platform of Eventbrite and your Salesforce Organization.
The EventbriteSync app provides a seamless and customizable integration between Eventbrite and Salesforce to sync all your event data between platforms.
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.
