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App of the Week – Easily Update Records with One Click Update

App of the Week – Easily Update Records with One Click Update


Without a doubt, Salesforce is an awesome platform to gather and review data. Sometimes, it can seem like there is so much data available, it can take too long to make simple updates. Even just making a quick update on the status of a Case, or changing the stage of an Opportunity to Closed Won, can require up to four button clicks. Many people may not know that you can easily streamline your end-users experience with One Click Update!

This app allows you to quickly update records with just one click. Without clicking on Edit or Save button, Picklist fields can be edited & updated in just one click. Easy and efficient app for everyone including Sales and Customer Service reps.

This app has been around for a few years now and has great reviews. Check it out here!

App of the Week – Popup Alerts for Salesforce gives your team critical info fast

App of the Week – Popup Alerts for Salesforce gives your team critical info fast

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Salesforce is an amazing tool for storing and reviewing critical data about your customers and prospects. In just a few moments, you can get a 360-degree view of your interactions with a customer and can make educated judgement calls on how to proceed. But, sometimes you need your team to act on, or know about, critical information as soon as they open a record. If they have to dig through notes and call logs to find that information, they’re wasting valuable time. Not to fear: Popup Alerts is designed to solve just this problem!

Do your employees ever need to be alerted to something very important about a customer? Popup Alerts gives you the ability to easily display that crucial popup alert message on Accounts, Contacts, Leads, Opportunities, and Cases.

Check out this cool, free tool and start alerting your team to important information today!

Tip of the Week – Quick tricks for better Salesforce Page Layouts

Tip of the Week – Quick tricks for better Salesforce Page Layouts

This blog is all about finding solutions to improve your day-to-day Salesforce experience. Often, that means building cool formulas or workflows, leveraging URL hacking to speed up processes, and occasionally even introducing you to basic code. But sometimes the most powerful updates are the simplest, and the ones we, living in Salesforce as we do, don’t always think about. Having a strong understanding of how to streamline your Salesforce Page Layouts can have an immediate and powerful impact on user experience and adoption, and make your system more fun and easy to use.

When updating your page layouts, the first thing to focus on is Sections. Adding new sections can help organize your data to make it more accessible to your team. Double click on the section header (or click the wrench icon) in the Page Layout editor to choose between one and two columns or tell the system if the tab key will take you to the next field down or across. Unchecking Detail Page and Edit Page in these settings will hide the section header, making any fields cascade into the section above. This is a great way to display Details or Notes fields, cutting down on the vertical space required to display long text. Add blank spaces to create a small break between different types of data without adding a whole section, or to make related fields line up across from each other. Add Embedded Report Charts and Visualforce elements to take your layouts to a whole new level! It’s easy, so why not go and give your Salesforce Page Layouts a makeover today!

-Jared and the Salesforce Guys

App of the Week – Own your Salesforce Homepage Dashboards with Custom Dashboard

App of the Week – Own your Salesforce Homepage Dashboards with Custom Dashboard

Custom Dashboards

Your Salesforce Homepage is, after the receptionist, the coffee machine, and that cute motivational cat poster beside your desk, the first thing you see when you get to the office every morning. And front and center are your custom Dashboards showing you the numbers that keep you up to date on the business and motivate you to succeed. But you can only have three. Three Dashboard elements to tell you the story you need. You want more, be prepared for heavy development and complicated maintenance. Or check out this new, free app, Custom Dashboard!

The Custom dashboard package helps you to create and show more than 3 report charts on your home page. Easy to use drag and drop features to build your customized dashboard. You can add unlimited report charts on your dashboard.

Check it out today and don’t forget to leave a review!

App of the Week – Encourage the right process in Salesforce with Highlighter

App of the Week – Encourage the right process in Salesforce with Highlighter

Highlighter

Salesforce couldn’t be easier to customize with its simple drag and drop, or “clicks, not code” interface for creating unique page layouts. But with this simplicity comes limitations – I can’t tell you how many times someone has asked me “can I highlight this or that field or button?” My answer in the past has always been “not without some pretty heavy Visualforce code”. But the new Highlighter app is here to change that!

Encourage the right process and highlight important elements on most Salesforce.com records. Until now, contextual highlighting has only been available in reporting. Now you can highlight virtually any field on a page. You can also highlight, dynamically rename, hide or disable buttons on your page layouts. Use your imagination and mold the Salesforce.com standard layout.

This brand new app offers paid and free versions and looks pretty cool. Check it out and let us know what you think!