877.703.4488 info@cloudmybiz.com
App of the Week – Take action on your Salesforce data with ActionGrid

App of the Week – Take action on your Salesforce data with ActionGrid

If you’ve ever used Excel, you know how easy and intuitive it is. There are clear rows and columns, conditional formatting highlights cells that require action, and making updates is quick and easy. When you move to a database, it can be difficult to train your team how to take action on data which is now much more spread out, and while much more organized, also far less visual. If you’ve ever thought about going back to those spreadsheets, stop! First, take a look at ActionGrid.

The Swiss Army Knife for productivity and reporting turns your List Views and Related Lists into an Excel-Like grid featuring editable add-in-place grids, Outlook-style reading panes, Conditional Coloring of text/cells/rows, Mass Update, and much more.

ActionGrid is a powerful tool with a lot of features to help your teams visualize and act on data in Salesforce. Check it out today!

Tip of the Week – This spreadsheet will save you time writing formulas in Salesforce

Tip of the Week – This spreadsheet will save you time writing formulas in Salesforce

Awesome!

Formulas in Salesforce are a real powerhouse. They can do so many things, it’s hard to list them all. We’ve written a number of posts about the power of formulas in Salesforce, but many of them come with the caveat that they will take you some time and effort to implement. Certain types of formulas, such as CASE(), have very specific, very repetitive syntax that can be a chore to prepare. Wouldn’t it be nice if there were some tool available to speed up the process? Well, have I got a treat for you!

This spreadsheet is immensely powerful in its simplicity, and I use it (and versions of it) frequently when I’m creating anything from basic Case formulas to more complex formulas involving Case statements. Simply enter the API name of the picklist field you’re working with in B2, then fill out columns A and B with the picklist values and formula results. Columns D and F will generate the formulas for you. All you have to do is copy it from the spreadsheet and paste it directly into Salesforce. Couldn’t be easier!

-Jared and the Salesforce Guys

App of the Week – Update records in record time with One Click Update for Salesforce

App of the Week – Update records in record time with One Click Update for Salesforce

One Click Update

Salesforce is awesome! The things it can do to streamline your processes and make your business more efficient and profitable are staggering. From sending faxes to generating contracts to distributing workloads and more, Salesforce can really bring your business to the next level. But one of the biggest complaints I hear from end users is that it takes too long to make simple updates to a record. Whether updating the priority on a Case, moving a Lead from a cold to hot rating, or changing the Opportunity Stage to Closed-Won, making these sorts of simple changes requires at least four button clicks and some precious seconds. Wouldn’t it be great if you could make updates with just one click and streamline your end-users’ experience? You can with One Click Update!

If you are tired of editing a pick-list field by clicking edit, then changing pick-list value and saving it then this is the app meant for you. This app saves a lot of time for sales and Customer Service user, as important info (pick-list field) of records can be updated in one click instead of multiple clicks.

Check out this awesome, brand new, free app and start saving time today with One Click Update!

App of the Week – Bring new power to Salesforce with Autocomplete Lookups

App of the Week – Bring new power to Salesforce with Autocomplete Lookups

Lookups are great in Salesforce, but have you ever wished they could be a little more like picklists? How about a dynamic, smart autocomplete functionality that will quickly find your results without having to click Search? Maybe you have a small list of records and want your users to have a quick, easy way to link your records without having to do a full search. Maybe you just want to make the process of adding a record to a lookup field faster and easier for your users. Well, Tapply has a solution I think you’ll love. Check out Autocomplete Lookups!

Autocomplete Lookups for Salesforce allows any Salesforce Lookup field to support autocomplete suggestions. Autocomplete Lookups helps users enter lookup fields reducing data entry tasks and error rates.

Check out Autocomplete Lookups today and bring new power to Salesforce!

Tip of the Week – Improve Salesforce Activity reporting in the New Year

Tip of the Week – Improve Salesforce Activity reporting in the New Year

Salesforce Activities can be an invaluable tool for your organization. Events can help your team manage and sync their schedules, Tasks help ensure everything gets done in a timely fashion, and when your team is good at logging their activities, the notes are available to keep everyone appraised on the status of every Account, Contact, and Lead. But everyone has their own style of logging calls and meetings, and it can be difficult to follow all of those notes. Well, we have a few suggestions to help you clean up your Activities in our first Tip of the Week for 2014!

“Call”, “Called client”, “VM”, “LVM”, “Voicemail”, you just want to know how much time your team is spending on the phone. Help your team out by giving them a list of the most used subjects (see instructions here) to keep everything consistent. It will also help them log their Activities in record time. Want to see a report with only notes from sales pitch meetings? Add a custom Reason picklist field to activities to help pull out only what you need. And if you really need to bring the most important notes to the top of the list for management, The ButtonClick Admin has some great advice! Check it out here.

-Jared and the Salesforce Guys