by Mike Walsh | Sep 27, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
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 2, 2017 | Salesforce Tips
Does your Salesforce team work, even rely upon real time news feeds to function optimally? Maybe you would just like your CRM to connect directly to industry news so you don’t have to navigate away to stay informed? If so, this tip is right up your alley.
We all know that Salesforce allows its users the ability to modify their standard Home page by using various components such as links, images, and to modify the HTML area and Visualforce area. In fact, you can add just about anything to your pages. However, the traditional tags that developers have used to embed external websites or RSS feeds don’t always work as expected anymore. That being said, with a few simple workaround tricks, you can still insert a feed on your home page.
Click here for a guide to add RSS feeds onto your Home Page!
-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 | Jul 6, 2017 | Blog, Salesforce-Apps-AppExchange
Have you ever been out at a meeting or tradeshow, met a new contact but didn’t have any internet connectivity to enter their information into your database? What about if you want to set up a tablet at the entrance to an event and have every guest put down some contact info? Traditionally, if you want all of this information to get synced to your systems is to have internet connected. Formyoula is here to solve for that, and allow you collect data through custom built forms, with out without internet.
Use the Formyoula drag & drop online form designer to create and manage mobile forms to capture leads, contacts, accounts or any other data.
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 | Salesforce Tips
By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations have been made.
This can be helpful to your org if your customers are primarily individual consumers, such as online shoppers. The person account doesn’t function exactly the same as a business account. For example, person accounts don’t have direct relations with other accounts or contact records. The best idea is to take a little time, and research the differences (and it should be kept in mind that switching to Person Accounts cannot be reversed), but if you are a good fit, switching to person accounts can be a big boost to your business.
Learn more about the features of person accounts!
-Ryan 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 27, 2017 | Salesforce Tips
A brand new lead is different from a lead you’ve been grooming for a few weeks. The information you collect on the first call can help you qualify the lead, but some of that information can be irrelevant when they are showing interest in specific products or after the deal closes. Having every field needed for every stage of a deal on one page can get messy, especially when there are multiple departments involved. Wouldn’t it be great if the page layout changed based on the stage of the lead, focusing on the most important information? Salesforce has you covered!
To optimize your page layouts, all you have to do is create multiple Page Layouts and Record Types for whatever object you want to customize. Create a new Page Layout to correspond to each new Record Type and assign them accordingly, taking into consideration the Profiles that they are being assigned to. Next, create workflow rules to update the Record Type based on your desired criteria, such as Status or Stage. Now, when your users update their records, the page layout will update to display the information they really need to see to make better decisions and generate more revenue!
-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.
